AI Readiness Score · Professional Services

12 Questions Every Firm Should Be Able to Answer About Its Client Pipeline

AI search tools now answer "who should I hire" questions directly, without sending anyone to a list of links. If they can't verify your facts, they default to a referral network, directory, or competing firm instead of you. This free check tells you where you stand in about 2 minutes.

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0 of 12 answered

Section 1 · Your Basic Facts

Question 1 of 12

Is your firm's name, address, phone number, and services listed exactly the same way on your own website, your Google Business Profile, and every major directory or listing site?

Yes, I've checked and they match exactlyI think so, but haven't checked recentlyI don't know

Question 2 of 12

Is your intake or scheduling system built directly into your own website, or is it a separate widget or portal from another company?

Built directly into our own siteNot sure how it's set upIt's a separate widget or portal

Question 3 of 12

Do you know what percentage of new clients come directly through your own site versus through a referral network, directory, or aggregator?

Yes, I know the exact numberI have a rough ideaNo idea

Section 2 · Your Client Pipeline Trend

Question 4 of 12

Has that percentage changed over the last 3 years, and do you know which direction it moved?

Yes, and I know the direction it movedI think it's changed, not sure which wayNo idea

Question 5 of 12

Do you know how much you pay in fees or commissions to referral networks, directories, or lead-gen platforms each year?

Yes, I know the numberI have a rough estimateNo idea

Question 6 of 12

If someone asked an AI assistant like ChatGPT or Gemini who to choose for your kind of service in your area, would the details it gives back about your firm be accurate?

Yes, I've checked and it's accurateNot sure, haven't checkedNo, or I know there are errors

Section 3 · Your Site's Technical Access

Question 7 of 12

Has anyone ever checked whether your intake or scheduling system can actually be read by outside systems, not just by a person clicking through it?

Yes, this has been checkedNot sureNo, never checked

Question 8 of 12

Does a visitor have to click through a popup, login wall, or practice-area selector before your real information loads?

No, information loads immediatelyNot sureYes, there's a popup or selector first

Question 9 of 12

Are your services, practice areas, or credentials described with specific, checkable detail on your site, or mostly in general marketing language?

Specific, checkable detailA mix of bothMostly general marketing language

Section 4 · Ownership & Monitoring

Question 10 of 12

Have you invested in SEO or marketing that was supposed to help, but didn't noticeably move new client inquiries?

No, or investments have worked wellSome worked, some didn'tYes, invested with little to no result

Question 11 of 12

Is there one person or system responsible for keeping your firm's facts, partners, credentials, practice areas, consistent everywhere they appear, or does no one own that job?

Yes, clearly ownedSort of, informallyNo one owns this

Question 12 of 12

Has this information been checked in the last 90 days, or was it set up once and left alone?

Checked within the last 90 daysChecked a while ago, not recentlySet up once and left alone

Answer all 12 questions to see your score.