SAMPLE · REDACTED · MaxAI Agent Readiness Assessment

Agent Readiness Assessment

Riverside Auto Care (sample) · 12-person independent shop · Score 62/100 — Ready for 1–2 agent pilots

Executive summary

Solid demand, leaky phone and follow-up. Data lives in a basic CRM + paper ROs. Security is average (shared tablet login). Ready for receptionist + lead follow-up pilots after 2FA and per-user logins. We will not recommend autonomous outreach until the security floor clears.

Dimension scores

Dimension	0–5	Weighted	Evidence note
Process clarity	3	9	Service advisor flow known; no written SOPs
Data readiness	3	9	CRM partial; no source tags
Tool stack	3	9	CRM + Google + shop software
Security & compliance	2	8	Shared logins; no 2FA on CRM — floor not met for auto-messaging
People & ownership	3	6	Owner willing; ~3 hrs/week
Customer ops load	4	12	~18%/day missed calls measured
ROI clarity	3	6	Avg RO ~$480; close rate rough

Top 5 automatable workflows

After-hours / overflow AI receptionist — recover 8–12 jobs/mo (~$4–6k revenue)
Same-day lead text/email follow-up — +15% book rate on web leads
Review request automation post-RO — +8–12 Google reviews/quarter
GBP post + photo cadence — local pack visibility
No-show reminder sequence — −20% no-shows

90-day roadmap

Days 1–30: 2FA + individual CRM logins; AI receptionist pilot (scripts approved first); document top 5 call intents.

Days 31–60: Lead follow-up with human review week 1; review automation; website CTA + tracking.

Days 61–90: GBP cadence; measure recovered calls/booked jobs; decide retainer vs in-house.

Build vs buy

Opportunity	Recommendation
Receptionist	Buy — MaxAI AI Receptionist
Follow-up SMS	Buy — MaxAI lead / automation
Reviews	Buy cheap lightweight tool

This is a redacted sample of a MaxAI Agent Readiness Assessment ($2,997). Fixed 7-dimension rubric with a security floor — we also tell you what you’re not ready to automate. maxhreal@gmail.com · +1 417-825-1556