• Form

• Personal & Organization Info 
• Name
  First NameLast Name
• Email
  example@example.com
• Organization Name
• Your role
• What type of organization do you run?
  Please Select Nonprofit Small business Creative/author Consultant Other
• If "other" please describe:
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• Organization Overview 
• Briefly describe what your organization does.
• What are your top goals for the next 6 to 12 months?
  Increase revenueImprove operationsCreate more consistent communicationStrengthen donor or client relationshipsImprove team coordinationReduce workloadExpand programs/servicesOther
• If "other" please describe;
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• Daily Workload & Bottlenecks 
• List your main daily or weekly tasks.
• Which tasks take the most time or feel the most draining?
• If you could eliminate or simplify three tasks tomorrow, what would they be?
• Where do you feel the most overwhelmed?
  Admin workEmailsContent or communicationPlanningReportingOrganizing informationDonor or client engagementMeetingsOther
• If "other" please describe:
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• Tools & Systems 
• What tools or platforms do you currently use?
  Google WorkspaceMicrosoft 365CanvaCRMProject management toolOther
• If you checked "CRM" please list:
• If you checked "project management tool" please list:
• If "other" please describe:
• Do you currently use AI?
  NoYes
• If "yes" what platforms:
• Do you have any workflows or systems in place right now?
  YesNot reallyUnsure
• If "yes" please describe your system.
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• For Nonprofits Only 
• What areas of nonprofit work feel the most time-consuming?
  Donor communicationStakeholder engagementProgram reportingMeeting notes and action plansGrant supportEvent coordinationVolunteer engagementAdmin or documentationOther
• If "other" please describe:
• Do you need support with donor messaging, updates or thank you notes?
  YesNo
• Do you need support summarizing meetings or creating action plans?
  YesNo
• Do you need support with program or project reporting?
  YesNo
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• For Small Businesses Only 
• What areas of your business feel the most time-consuming?
  Customer communicationEmailsContent creationAdmin workInvoicing or follow-upsSchedulingProject planningSales messagingOther
• If "other" please describe:
• Do you need support writing emails or customer responses?
  YesNo
• Do you need support organizing your weekly tasks or planning?
  YesNo
• Do you need support with content or messaging?
  YesNo
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• For Creatives, Authors, Consultants, or “Other” 
• What parts of your workflow feel the most scattered?
• Do you struggle more with admin, communication, or planning?
  Please Select Admin Communication Planning A mix of all three
• What would make your workload feel easier right now?
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• Output Style & Voice 
• What tone best fits your organization?
  Please Select Professional Warm and friendly Direct and simple Inspirational Conventional Neutral
• Are there any words or phrases your organization prefers or avoids?
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• Final Notes 
• Any additional information you want me to know before our session?
• Submit
• Should be Empty: