Before We Meet

Quick Pre-Call Assessment

This takes about 5 minutes and helps me come to our call already prepared — instead of spending half our 30 minutes asking basic questions. The more honest you are, the more useful the call will be.

~5 minutes 20 quick questions Confidential — used only to prep your consult

1 About You & Your Business

Full Name *

Work Email *

Company Name *

Your Role / Title *

Industry *

Company Size (employees) *

Approximate Annual Revenue

Do you have a dedicated IT/tech leader (CTO, IT Director, etc.)? *

2 Current AI & Tech Usage

What AI tools, if any, is your team currently using? *

Do you have a written AI usage policy for employees? *

How would you rate your team's overall comfort with new technology? *

Have you tried AI tools before? What happened — did it stick or fizzle out? *

3 Risk & Compliance

Does your business handle sensitive data (health records, financial data, PII, legal records, etc.)? *

Do any of these apply to you? (HIPAA, SOC 2, CMMC, GLBA, state privacy law, etc.) *

Have you had a data breach, security incident, or compliance audit finding in the past 3 years? *

4 Decision & Budget

What's the single biggest time-drain or bottleneck in your business right now? *

Besides you, who else would be involved in deciding whether to move forward? *

Monthly budget range you're realistically considering *

How soon do you want to see results? *

Anything else you want me to know before we talk?

This information is used only to prepare for our call. It is not sold or shared.

Quick Pre-Call Assessment

Got it — thank you.

1 About You & Your Business

2 Current AI & Tech Usage

3 Risk & Compliance

4 Decision & Budget