Ai Clarity
1:1 Clarity Call
Fill in as you go. Generate a personalised coaching summary at the end.
Session time:
00:00
Start
1
Who They Are
5 min
Name
Location
Q1
What do they do day to day?
Q2
Tech comfort level
Select...
Very comfortable — uses tech daily
Comfortable — picks things up easily
Cautious — tries but gets frustrated
Reluctant — avoids tech where possible
Q3
What brought them here today?
2
Where They Are With AI
8 min
Q4
AI tools they've used
Q5
What usually happens when they try to use AI?
Q6
Current workflow — where does AI fit in right now?
Q7
The one thing AI keeps failing to do for them
3
What's Getting In The Way
8 min
Q8
Overwhelm level (1 = calm, 10 = drowning)
5
Calm
Drowning
Q9
What overwhelms them most?
Select...
The technology itself
Too many tools and options
Too much information and advice
Not knowing where to start
Fear of doing it wrong
Q10
Do they feel AI is directing them, or they're directing it?
Select...
AI is directing them — they feel reactive
Somewhere in between
They're directing it — but want more control
They feel fully in charge
Q11
What would a clear system mean to them?
4
Quick Wins
5 min
Q12
Their biggest time drains right now
Q13
A repeated task they wish someone could handle
Q14
If AI could fix one thing this week, what would it be?
5
Coaching Fit
2 min
Check all that apply:
☐
Clear goal AI could support but no system to get there
☐
Overwhelmed by options rather than lacking motivation
☐
Existing work AI could immediately improve
☐
Open to mindset work, not just tool training
Coaching fit
Select...
Yes — clear fit
Maybe — follow up needed
Not yet — needs foundation first
Extra notes
✦ Generate Clarity Summary
Clarity Summary
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