AI Onboarding
Questionnaire

Dave Christie  |  Flourish Foundry

Hey Dave — thanks for taking the time to fill this out. The goal here is simple: I want to understand how you're currently using AI, what's eating up your time, and what you actually want to get out of switching to Claude.

Your answers will help me put together three things for you:

Be as honest and detailed as you can — there are no wrong answers. If something doesn't apply, just skip it.

1

About You & Your Business

The basics — so I have full context on what Flourish Foundry does.

Coaching, consulting, courses, services — whatever the main thing is.
Industry, stage, pain points — the more specific the better.
Solo? Contractors? Employees? Who does what?
Revenue, audience growth, launching something, getting time back — whatever matters most.
2

Your Current AI Usage

How you're using ChatGPT (or anything else) today.

How often do you use it?
Bad outputs, repetitive prompting, no memory, tone mismatches, anything.
If yes, which ones and what did you think?
Do you currently pay for ChatGPT Plus or any AI subscription?
3

Daily Tasks & Workflows

I need to know where your time goes — especially the repetitive stuff.

Morning routine, client work, content, admin, comms — whatever fills the day.
Things you do over and over that feel like they could be faster or automated.
Which of these do you spend significant time on? Tick all that apply.
e.g. 3x Instagram posts/week, weekly newsletter, monthly blog, etc.
4

Goals & Expectations

What you actually want to get out of this.

What's drawn you to it — recommendations, features, frustration with ChatGPT?
What would you be using it for daily? What would have changed?
Bigger picture — how does AI fit into how your business runs?
e.g. building a course, writing a book, scaling content, improving onboarding
What matters most to you? Rank your top 3 (type 1, 2, 3).
Saving time on repetitive work
Better quality content output
Systemising my business
Reducing reliance on contractors
Learning AI properly
Scaling without hiring
Improving client experience
Something else
5

Time, Tech & Constraints

So I can tailor the setup to what's realistic for you.

How much time can you commit each week to learning and setting up AI?
How comfortable are you with tech in general?
I struggle
Very confident
How comfortable are you writing prompts for AI?
Total beginner
I know my way around
What devices do you mainly work on?
Budget, time, learning curve, data privacy, team buy-in — whatever's on your mind.
Would you prefer to:
6

Anything Else

Space for whatever didn't fit above.

Questions, concerns, things you're excited about, things you're unsure of — anything goes.

That's it — thanks for taking the time, Dave. Once I've got this back I'll put together your info doc, action plan, and pricing. We can jump on a call after that to go through everything together.

— Matt

All done, thanks Dave!

Your responses have been saved. Matt will be in touch with your info doc, action plan, and pricing.