Sample Short Survey

Step-Based Survey Module

Overview / Purpose

An interactive question module that allows users to respond using a step-based scale (e.g., 1–5). Ideal for self-assessments, diagnostics, or guided evaluations.

Best Practices / Usage Guidelines

Use concise, action-focused questions.
Ensure CTA links are relevant and distinct.

This module is quite advanced in its structure and functionality. If you are planning to use it, please contact us, the Web Team. We will support you in understanding how the module works and guide you in planning and implementing it in the most effective way.

The sample module is shown below.

Where does your business stand on AI maturity?

Take our 3-minute poll and access tailored recommendations.

Get your recommendations

Question 1/4

How much human effort is required to execute repetitive or routine processes in your organization?

1 ▲ Processes are fully manual Processes are fully manual; employees handle all tasks step-by-step.

1 Processes are fully manual; employees handle all tasks step-by-step.

2 ▲ Technology assists with routine tasks Technology assists with routine tasks, but humans oversee every step.

2 Technology assists with routine tasks, but humans oversee every step.

3 ▲ Systems handle routine tasks Systems handle routine tasks, and humans validate or make adjustments as needed.

3 Systems handle routine tasks, and humans validate or make adjustments as needed.

4 ▲ Systems handle most processes Most processes are handled by systems, with occasional human involvement for exceptions.

4 Most processes are handled by systems, with occasional human involvement for exceptions.

5 ▲ Minimal human intervention Processes operate end-to-end with minimal human intervention or oversight.

5 Processes operate end-to-end with minimal human intervention or oversight.

Next question

! Please pick an answer before proceeding.

Question 2/4

To what extent do your systems or tools make decisions without requiring manual input?

1 ▲ Systems perform only as programmed Systems perform only what they are explicitly programmed to do.

1 Systems perform only what they are explicitly programmed to do.

2 ▲ Systems can suggest actions Systems can suggest actions but require approval for every decision.

2 Systems can suggest actions but require approval for every decision.

3 ▲ Systems work collaboratively Systems work collaboratively with employees, sharing insights and decisions.

3 Systems work collaboratively with employees, sharing insights and decisions.

4 ▲ Systems make independent decisions Systems make decisions independently in most cases, with humans monitoring exceptions.

4 Systems make decisions independently in most cases, with humans monitoring exceptions.

5 ▲ Systems handle complex decisions Systems independently handle decisions, even in complex or unpredictable scenarios.

5 Systems independently handle decisions, even in complex or unpredictable scenarios.

Next question

! Please pick an answer before proceeding.

Question 3/4

How often do your processes contribute to the creation of new strategies, solutions, or outputs?

1 ▲ Focus is solely on predefined tasks Processes focus solely on executing predefined tasks without creating anything new.

1 Processes focus solely on executing predefined tasks without creating anything new.

2 ▲ Processes provide data or insights Processes provide data or insights that help inform new ideas or strategies.

2 Processes provide data or insights that help inform new ideas or strategies.

3 ▲ Processes and employees co-create Processes and tools help employees co-create or innovate within defined parameters.

3 Processes and tools help employees co-create or innovate within defined parameters.

4 ▲ Processes generate new solutions Processes regularly generate new solutions, designs, or ideas without significant human involvement.

4 Processes regularly generate new solutions, designs, or ideas without significant human involvement.

5 ▲ Processes develop novel solutions Processes independently develop novel solutions or strategies with little to no human input.

5 Processes independently develop novel solutions or strategies with little to no human input.

Next question

! Please pick an answer before proceeding.

Question 4/4

How well do your systems or processes adapt to changes or recover from disruptions?

1 ▲ Processes require manual updates Processes require manual updates and intervention to handle changes or issues.

1 Processes require manual updates and intervention to handle changes or issues.

2 ▲ Processes adjusted with guidance Processes can be adjusted with guidance from employees.

2 Processes can be adjusted with guidance from employees.

3 ▲ Processes improve over time Processes improve over time based on feedback but still require human monitoring.

3 Processes improve over time based on feedback but still require human monitoring.

4 ▲ Processes automatically adapt Processes automatically adapt to changes or disruptions with minimal input.

4 Processes automatically adapt to changes or disruptions with minimal input.

5 ▲ Processes continuously learn Processes continuously learn, improve, and recover independently.

5 Processes continuously learn, improve, and recover independently.

Submit

! Please pick an answer before proceeding.

Your AI maturity level is:
Automation (stage 1) → Machine Learning (stage 2)

1 1.9

AI is automating routine tasks, but decision-making still relies on human input. Moving to Machine Learning means using AI to generate insights and assist decisions.

What to focus on next:

Identify Data-Driven Opportunities: Focus on processes that generate useful data (e.g., sales trends, customer feedback) and explore how insights from this data could improve decision-making.

Reduce Decision Bottlenecks: Look for areas where repetitive decisions slow down the business and explore tools to provide smarter, faster recommendations.

Standardize Process Metrics: Ensure your business is consistently measuring performance, so you can start using historical patterns to guide future decisions.

Download my results

Your AI maturity level is:
Machine Learning (stage 2) → Human-AI Hybrid (stage 3)

2 2.9

AI provides insights, but humans still act. The next step is enabling AI to execute within guardrails and build trust through collaboration.

What to focus on next:

Improve Decision Quality: Use systems to support employees in making more accurate, data-informed decisions, such as forecasting demand or optimizing resource allocation.

Foster Collaboration Between People and Systems: Create workflows where employees can validate, adjust, or enhance system outputs to build trust and improve results.

Expand Smarter Processes Across Teams: Identify additional areas—such as marketing, customer service, or operations—where smarter tools could improve efficiency and outcomes.

Download my results

Your AI maturity level is:
Human-AI Hybrid (stage 3) → Generative AI (stage 4)

3 3.9

AI supports decisions, but not creation. Advancing means using AI to generate content, ideas, and solutions that drive commercial impact.

What to focus on next:

Automate Creative Tasks: Focus on processes like drafting customer communications, developing marketing materials, or creating business proposals to save time and scale output.

Encourage Innovation Through Technology: Use generative tools to help teams develop new ideas, like product concepts or personalized customer experiences.

Streamline Content-Heavy Workflows: Identify functions like sales, customer service, or marketing where significant time is spent on content creation and explore tools to automate these efforts.

Download my results

Your AI maturity level is:
Generative AI (stage 4) → Agentic AI (stage 5)

4 5

AI creates content but needs oversight. Agentic AI acts independently, adapting in real time and driving decisions across the business.

What to focus on next:

Empower End-to-End Autonomy in Complex Areas: Identify workflows that are dynamic and time-sensitive (e.g., real-time customer support, inventory management) and allow systems to act independently with clear guardrails.

Adapt to Rapid Market Changes: Leverage systems that can monitor and respond to changing market conditions or customer behaviors without manual intervention.

Focus on Strategic Innovation: Use self-sustaining systems to continuously drive innovation in areas like product development, service delivery, or operational efficiency.

Download my results