⏱ Takes about 3 minutes
Step 1 of 7

Let's start with the basics.

Quick context so I can make the most of our call.

Step 2 of 7

What kind of team is this?

Helps me understand the context before we talk.

⚖️
Law
✓
📊
Finance / Accounting
✓
📣
Marketing / Agency
✓
🔬
Research / Academia
✓
💻
Tech / Software
✓
🏥
Healthcare
✓
🏢
Real Estate
✓
🛍️
E-commerce / Retail
✓
✳️
Other
✓
Just me
Solo / freelance
✓
2–10 people
Small team
✓
10–50 people
Growing company
✓
50+ people
Larger org
✓
Step 3 of 7

Where are you with AI right now?

Be honest — there's no wrong answer here.

We barely use it
Maybe someone tried ChatGPT once or twice
✓
We use it but not consistently
A few people copy-paste into ChatGPT, no real system
✓
We use it regularly but could do more
Some tools adopted, still leaving a lot on the table
✓
We're pretty advanced
Looking to go deeper or fill specific gaps
✓
Step 4 of 7

What's eating your team's time?

Pick everything that applies. This is what I'll focus on.

✍️
Writing & content
Emails, reports, proposals
✓
🔍
Research & summarizing
Reading long docs, finding info
✓
📋
Admin & operations
Scheduling, data entry, workflows
✓
💬
Client communication
Responses, follow-ups, proposals
✓
📊
Data & analysis
Spreadsheets, reports, insights
✓
🧑‍💻
Code & technical work
Building tools, automations
✓
🎓
Training the team
Getting people up to speed
✓
❓
Not sure yet
That's what the call is for
✓
Step 5 of 8

What tools does your team use?

Click everything you use — even if only occasionally. Don't overthink it.

💬 Communication
📧
Gmail
✓
📮
Outlook
✓
💬
Slack
✓
🟦
Teams
✓
📞
Zoom
✓
✈️
Telegram
✓
📋 Project & docs
📄
Google Docs
✓
📝
Notion
✓
🗂️
Airtable
✓
✅
Asana
✓
🟣
Monday
✓
📌
Trello
✓
🔷
Jira
✓
📊
Excel / Sheets
✓
🖊️
Word / Docs
✓
🤖 AI tools
🟢
ChatGPT
✓
🟠
Claude
✓
✨
Gemini
✓
🖊️
Copilot
✓
🎨
Midjourney
✓
❌
None yet
✓
💼 CRM & sales
☁️
Salesforce
✓
🟠
HubSpot
✓
🔵
Pipedrive
✓
📋
Zoho
✓
📁
Spreadsheet CRM
✓
🚫
No CRM
✓
Step 6 of 8

How urgent is this for you?

Helps me prioritize — no pressure either way.

🔥 High — I want to move on this now
Ready to start within the next 2 weeks
✓
📅 Medium — exploring my options
Probably next month or two
✓
🧐 Low — just curious for now
No specific timeline yet
✓
Step 7 of 8

Any sense of budget?

Helps me suggest the right starting point. No commitment here.

Under $500
Looking for a quick audit or advice session
✓
$500 – $2,000
Audit + hands-on workshop
✓
$2,000+/month
Ongoing support and optimization
✓
Not sure yet
Let's talk first
✓
Last step

Where should I reach you?

I'll send a calendar link within 24 hours to find a time that works.

✓

You're all set.

I'll review your answers and send a calendar link within 24 hours. Looking forward to the call — I already have some ideas based on what you shared.