Question 1 of 8
Question 01 — The Daily Grind
Which of these eats up your time every single week?
Pick the one that makes you say "there has to be a better way" at least twice a day.
A
Writing: emails, reports, documentation
You spend hours staring at blank pages, rewriting the same things.
B
Meetings that should've been emails
Scheduling, note-taking, follow-ups. Administrative quicksand.
C
Data analysis and spreadsheet work
Manual manipulation, pivot tables, reports that take all afternoon.
D
Research and staying current
Hours reading articles, watching videos, trying to keep up with your industry.
E
Creative work: presentations, visuals, content
Design, slide decks, social content — you know it could look better.
Question 02 — Leadership
How does your company's leadership actually talk about AI?
Not what they should say — what comes out of their mouths in real meetings.
A
The word "AI" has never been said
Complete silence. If mentioned, it was a joke or dismissed.
B
Buzzword status — lots of talk, zero action
"We need to look into AI" every quarter. That's the entire strategy.
C
There's a working group or committee
Someone got assigned to "explore AI." Meetings are happening. No output yet.
D
Active initiative with budget and timeline
AI is on the roadmap. Resources allocated. Someone actually owns it.
E
AI is embedded in company strategy
It's in the annual report. Decisions are AI-informed. Culture has shifted.
Question 03 — Tool Adoption
What AI tools are people in your company actually using?
Count real usage — not the IT-approved list gathering dust in procurement.
A
None that I know of
If people are using AI tools, they're hiding it well.
B
A few individuals using personal accounts
ChatGPT, Claude, Gemini — personal subscriptions, not company-sanctioned.
C
One or two tools deployed to a team
Copilot in Office 365. An AI feature in the CRM. Narrow but real adoption.
D
Multiple tools across several departments
Different teams using different tools. Not unified, but spreading organically.
E
AI tools are standard in most workflows
Not using AI tools is the exception, not the rule.
Question 04 — The Blocker
What's the single biggest thing stopping you from using AI more?
Be honest. This is where your consultation starts.
A
I don't know which tools to trust
Too many options. Hype everywhere. I don't know what's real vs. marketing.
B
My company blocks everything / IT says no
Firewalls, policies, fear. I can't even access the tools I want to try.
C
I tried once, got garbage results, gave up
Prompted ChatGPT. Got nonsense. Assumed it doesn't work for my actual job.
D
I don't have time to figure this out
I'm already underwater. Learning AI feels like another job on top of my job.
E
I'm scared of making a mistake that gets me fired
What if I use AI wrong? What if data leaks? The risk feels bigger than the reward.
Question 05 — Training & Fluency
Has your company invested in AI training for employees?
Real training — not a 4-minute video in the LMS nobody watched.
A
No training of any kind
People are on their own. Sink or swim. Figure it out or don't.
B
A basic compliance or awareness module
There's a checkbox. People clicked through it. Nobody learned anything useful.
C
Optional resources — lunch-and-learns, articles
Content exists. Engagement is whoever already cared to begin with.
D
Structured program for specific roles
Some people are getting real, role-relevant AI training with accountability.
E
Company-wide AI fluency is a stated goal with budget
Training is continuous, tracked, tied to performance expectations.
Question 06 — Process & Workflow
Are core business processes automated or augmented with AI?
Drafting, scheduling, reporting, customer comms, research, data analysis.
A
No — everything is still fully manual
Same processes as 5 years ago. AI hasn't touched anything operational.
B
Individuals experimenting, nothing official
Someone's using AI to write emails. Their manager doesn't know. Unsanctioned.
C
One or two processes officially improved with AI
A specific workflow is measurably faster. Limited scope, but real ROI.
D
Multiple departments have AI-enhanced workflows
Real, documented time savings. ROI conversations are actually happening.
E
AI is systematically embedded across operations
Process improvement through AI is the operating standard, not the exception.
Question 07 — Culture & Fear
What's the dominant emotional climate around AI at work?
Culture tells you more than any strategy document. What do people actually feel?
A
Fear and resistance
"AI is going to take my job." People are defensive, dismissive, or avoidant.
B
Confusion and indifference
"I don't really know what AI does for me." Nobody's scared — they're just checked out.
C
Curious but cautious
People are interested, but waiting for permission or proof before jumping in.
D
Enthusiasm in pockets
There are champions pushing for adoption. But it's not widespread yet.
E
Confident and proactive
People see AI as career leverage, not a threat. Adoption is self-sustaining.
Question 08 — Your Situation
Tell me who you are and what you're actually worried about.
This determines your consultation tier and personalized roadmap.
A
We're falling behind competitors
Other companies in our space are moving. We're not. That gap is getting wider.
B
My own job security
I want to be indispensable, not replaceable. I need to upskill before the window closes.
C
I want to lead this at my company
I see the opportunity. I want to own the AI initiative, not just participate.
D
I was handed "figure out AI" — I need a plan
Someone handed me this problem. I need a framework, not just tools.
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