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Vertex Intake Form

SECTION 1 - WHO YOU ARE

1. Email

2. Full Name

3. Profession

4. Years in practice

5. Operation size

6. How many hours per week do you spend on work that doesn't require your expertise?

6. How many hours per week do you spend on work that doesn't require your expertise?
A
B
C
D
E
SECTION 2 - YOUR TIME
Where the hours actually go.

7. Which tasks consume the most time?

7. Which tasks consume the most time?

8. How often do you work late because of tasks that feel beneath your expertise?

9. If you could eliminate one recurring task from your work entirely, what would it be? This is the most important question on the form. Be specific.

This is the most important question on the form. Be specific.
SECTION 3 - YOUR AI RELATIONSHIP
Not what you know about AI. What your actual experience with it has been.

10. How often do you currently use AI tools?

11. Which AI tools have you tried?

11. Which AI tools have you tried?

12. How do you currently use AI when you do use it?

12. How do you currently use AI when you do use it?

13. What happened when you tried AI — did it work, did it disappoint you, did you stop using it? Be honest.

There are no wrong answers. This helps us understand exactly where to start with you.

14. What has held you back from using AI more in your work?

Examples: Didn’t know where to start, tried it and got bad results, felt like it wasn’t relevant to my work, didn’t have time to learn it.
SECTION 4 - HOW YOU THINK AND LEARN
This section determines how we deliver your session. Two people can learn the same thing in completely different ways. We want to deliver it your way.

15. How do you learn best?

15. How do you learn best?

16. When you encounter something new and complex at work, what do you do first?

17. How do you prefer to receive feedback or correction?

18. How comfortable are you with technology in general?

18. How comfortable are you with technology in general?
A
B
C
D
E

19. How confident are you that AI can genuinely change how you work?

19. How confident are you that AI can genuinely change how you work?
A
B
C
D
E
SECTION 5 - YOUR FEARS AND FRUSTRATIONS
The most honest section of this form. What you share here shapes everything about how your session opens.

20. What keeps you up at night about your practice — not about AI, but about your business in general?

This could be about competition, clients, revenue, workload, the future of your industry — anything that creates real anxiety for you.

21. What is your biggest professional fear right now?

Examples: being outcompeted by someone faster, missing something critical in your work, falling behind on something important, not having enough time for the work that actually matters.

22. What have you already tried that didn’t work — in terms of getting more time back or working more efficiently?

Be specific. This tells us what not to recommend and where others have let you down before.
SECTION 6 - YOUR GOALS
Where you want to go. This is what every Vertex session is working toward.

23. Describe a typical Tuesday in your work life — what takes up your time from the moment you start until the moment you stop.

Be as specific as possible. Walk us through the actual day, not the ideal version of it.

24. What would you do with 10 extra hours per week?

Don’t give the responsible answer. Give the real one.

25. What does success look like for you 90 days after working with Vertex?

What has changed? What does a Tuesday look like then compared to now? Be specific.

26. Is there anything specific you want us to know before the session — anything that would help us make this the most useful 60 minutes you’ve spent all year?

27. What days and times work best for you this week? List two or three options.

This session was built for you specifically. Every answer you gave shaped what happens in the next 60 minutes. Nothing here was wasted.