Full Name *

Email *

Country *

City *

State

Company Name *

If no company, just write NA

Website

Number of Employees

1. Are any of your team members already using AI in their day-to-day work? If so, how are they using it? *

(Example: drafting emails, creating presentations, doing market research, designing content, or writing SOPs.)

2. Does your company have any written or verbal AI use guidelines or policies in place? *

Yes

(Such as: rules around using AI for client work, handling private data, or reviewing AI-generated outputs.)

3. On a scale of 1-5, how confident do you feel that your company’s data and intellectual property are being used safely with AI tools? *

(Scale 1–5, where 1 means “not confident at all” and 5 means “very confident.”)

7. On a scale of 0 to 10, how confident do you feel using AI today? *

8. Which stage best describes your current skill with AI? *

Just getting started

Comfortable with basics (prompting and getting good enough results)

Confident for most tasks (you know about and use some of the capabilities in AI)

Power user for work (utilizing Projects with custom instructions, know how to create GPTs, utilizing connectors, etc.)

Expert and teaching others

10. If AI could take one business outcome off your plate completely, something that would free up your time or increase revenue, what would it be? *

(For example: generating qualified leads, writing social posts, onboarding new clients, analyzing financial reports, or following up on sales leads.)

11. What are 1–3 tasks your team repeats weekly that drain time but don’t require your unique brainpower? *

(For example: data entry, scheduling, client deliverables, organizing files, or summarizing meetings.)

12. Where do you see the most friction in your workflow, a process that slows you down or causes handoff headaches? *

(For example: asset creation, inconsistent communication between departments, duplicate work across tools, or delays waiting for approvals.)

13. What’s one thing about AI that feels unclear, overhyped, or intimidating that you’d like to finally understand by the end of our session? *