Free Self-Assessment

What is your Foundation Readiness Score?

Before you build an AI workforce, your foundation has to be ready for one. Answer 10 quick questions and get an instant score across the five dimensions we measure inside the full Helix Diagnostic. Takes about two minutes. No email required.

01 · Tech Consolidation

How many separate tools and subscriptions does your business run?

How much overlap is there between your tools (more than one doing the same job)?

02 · System Integration

Do your core tools share data automatically, or is it manual copy-paste?

When a new lead or client comes in, does their info flow across your systems without someone moving it by hand?

03 · Data Hygiene

Do you have a single system of record (one CRM) where all contacts and clients live?

How confident are you that your client data is accurate and free of duplicates?

04 · Process Documentation

Are your core processes written down as SOPs someone could actually follow?

If a key team member left tomorrow, could the work continue from documentation?

05 · Automation Baseline

How much of your repetitive work (follow-ups, reminders, reporting, scheduling) is automated today?

Have you tried AI tools, and are they actually producing results in your operation?