A few things to tell me before we meet

Your name

Business name

Email address

Phone number

Date of your booked session

If we're meeting on site, what's the address?

Leave blank if we're doing it by video call.

1What does the business do, and who are your customers?

A sentence or two is plenty.

2How many people work in the business, including you?

3Who else should be in the session?

Anyone who does the quoting, answers the phone, or handles the paperwork is worth having there. Names and roles are fine.

4Roughly how many hours a week go on each of these?

Best guesses are genuinely fine — I just need a rough shape, and we'll firm it up together.

5What's the single most frustrating repetitive task right now?

The one that makes you sigh. This is the most useful answer on the form.

6Is there anything only one person in the business knows how to do?

The "ask Dave, he just knows" jobs — and what happens when Dave's on holiday.

7What software do you use to run the business?

Accounting, email, booking, quoting spreadsheets, CRM, website platform — anything you touch regularly.

8Have you tried any AI tools already?

No judgement either way — it just tells me where we're starting from.

9How do you feel about picking up new software?

10If you could fix just one thing in the next 90 days, what would it be?

11Is there anything you'd want to keep AI well away from?

Plenty of businesses have areas that should stay human — client relationships, pricing decisions, anything that feels too personal. Worth saying now.

12Anything else I should know, or anything you'd like me to focus on?

Optional.