Pre-Strategy Session Client Assessment
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1.
Could you describe the main challenges you are currently facing in your business?
(Required.)
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2.
What specific goals or outcomes are you hoping to achieve with AI integration?
(Required.)
Marketing
Sales
Customer Service
Product Development
Operational Efficiency
Content Creation
3.
Have you used similar coaching services in the past?
Yes, and it was successful
Yes, but it was not successful
No, this is the first time
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4.
What experience do you have with AI tools or similar technology in the past?
(Required.)
No experience
Intermediate level
Advanced usage
5.
What would success look like for you at the end of this journey?
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6.
How much time are you willing to invest in optimizing your processes with AI solutions?
(Required.)
Time: Less than 5 hours per week
Time: 5-10 hours per week
Time: 10+ hours per week
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7.
How much time budget are you willing to invest in optimizing your processes with AI solutions?
(Required.)
Budget: <$500
Budget: $500-$1,500
Budget: $1,500
8.
Who are your main competitors, and how do you see AI helping you stand out?
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9.
Could you please share your website or social media handle for reference?
(Required.)