SheetX-06
FieldDIAGNOSTIC & INTAKE
StatusCURRENT
Version03
Where does your firm sit today?
Ten questions on use, knowledge, control, and repeatability. Three minutes, no email required to see the score — and it makes the first conversation considerably shorter.
Answer honestly. The score is only useful if it is uncomfortable.
Q01
How do employees use AI at your company today?
Q02
Is there written acceptable-use guidance for AI?
Q03
Is it clear which information may and may not be put into AI tools?
Q04
Where does company knowledge actually live?
Q05
How long does it take to find three comparable past projects?
Q06
Are any AI-assisted workflows written down and repeatable?
Q07
Is brand and technical language consistent across AI-assisted output?
Q08
Is human review required before AI-assisted work reaches a client?
Q09
Who owns AI use at your company?
Q10
Do you measure whether AI saves time or improves quality?
X-06 · R01Result
Your answers
X-06 · S02Book the call
30 minutes · no deck
Pick a time. Bring one workflow that repeats and, if you ran the diagnostic, your reference code — it puts your answers in front of me before we speak.
Open the calendar →Prefer email? nate@heilmanops.com
On the call
Where AI is already being usedUsually more than leadership thinks.
Which department to start withChosen on frequency and source clarity, not volume.
What cannot be exposedClient, contract, and personnel information.
Whether a pilot is worth itIf it is not, I will say so on the call.
Your score: not yet run
Reference code —Quote this in the booking notes.