AI Coaching Intake

A. Who you are

First name

Last name

Email

Phone Optional

Only if you’d rather we text you about scheduling.

LinkedIn profile Optional

Saves you explaining your background to us.

GitHub profile Optional

Only if you have one.

B. Your work

Company or organization Optional

“Self-employed” or “none” is a fine answer.

What’s your job title?

Which best describes what you actually do day to day?

Pick up to 3 — most people wear more than one hat.

I write code or build software (engineer, developer, data)
I manage projects, programs, or people
I run the business (owner, founder, executive)
I sell, market, or work directly with clients
I do operations, admin, finance, or HR
I do design or creative work
I teach, train, or work in education
I do research or analysis
Other

Roughly how many hours a week go to repetitive work you’d hand off if you could?

C. Your AI today

No wrong answers here — this is how we pitch your first session at the right level.

In a typical work week, how often do you use AI?

Never
A few times a month
A few times a week
Most days
Many times a day — it’s part of my workflow

What’s the most advanced thing you’ve done with AI?

Pick the highest one that applies.

Nothing yet
Asked it questions, or had it write or rewrite text
Gave it my own documents or data and had it work with them
Set up something reusable — a saved prompt, a custom GPT, a project, a template
Automated a multi-step workflow, or connected AI to other tools
Used an API, coded with an AI agent, or built an app

How would you rate your AI confidence today?

Total beginner I teach other people

Do you write code, or work heavily with spreadsheets and data?

I code regularly
I code a little, or I used to
No code, but I’m strong with spreadsheets or data
Neither, really

D. What you can actually use

So we don’t spend our first session teaching you a tool your IT department blocks.

At work, are you free to use AI tools like ChatGPT or Claude?

Yes, freely
Yes, but only company-approved tools
Not sure
No — restricted or blocked
N/A, I’m my own boss

Do you regularly handle confidential or regulated information?

No
Yes — client or customer data
Yes — student or education records
Yes — regulated data (health, financial, or legal)
Not sure

What computer will you be on during our sessions?

E. What you want out of this

What would make these sessions a clear win for you?

Pick up to 3.

Save time on repetitive tasks
Write or edit faster
Analyze documents or data
Automate a workflow
Build something (an app, a tool, a script)
Get genuinely good at prompting
Keep up — I don’t want to fall behind
Use AI better with my team
Other

Anything specific you want to point AI at? Optional

An AI tool you’re curious about, a project you’re working on, a workflow that drives you crazy — the more specific you are, the more your first session is about your actual work. One sentence is plenty.

A. Who you are

B. Your work

C. Your AI today

D. What you can actually use

E. What you want out of this

Got it — thank you.