Form
Personal & Organization Info
Name
First Name
Last 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 revenue
Improve operations
Create more consistent communication
Strengthen donor or client relationships
Improve team coordination
Reduce workload
Expand programs/services
Other
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 work
Emails
Content or communication
Planning
Reporting
Organizing information
Donor or client engagement
Meetings
Other
If "other" please describe:
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Tools & Systems
What tools or platforms do you currently use?
Google Workspace
Microsoft 365
Canva
CRM
Project management tool
Other
If you checked "CRM" please list:
If you checked "project management tool" please list:
If "other" please describe:
Do you currently use AI?
No
Yes
If "yes" what platforms:
Do you have any workflows or systems in place right now?
Yes
Not really
Unsure
If "yes" please describe your system.
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For Nonprofits Only
What areas of nonprofit work feel the most time-consuming?
Donor communication
Stakeholder engagement
Program reporting
Meeting notes and action plans
Grant support
Event coordination
Volunteer engagement
Admin or documentation
Other
If "other" please describe:
Do you need support with donor messaging, updates or thank you notes?
Yes
No
Do you need support summarizing meetings or creating action plans?
Yes
No
Do you need support with program or project reporting?
Yes
No
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For Small Businesses Only
What areas of your business feel the most time-consuming?
Customer communication
Emails
Content creation
Admin work
Invoicing or follow-ups
Scheduling
Project planning
Sales messaging
Other
If "other" please describe:
Do you need support writing emails or customer responses?
Yes
No
Do you need support organizing your weekly tasks or planning?
Yes
No
Do you need support with content or messaging?
Yes
No
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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: