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Personal AI — Client Onboarding Form

Before we build your personal assistant, I want to understand how you actually work & think. . No right answers here — the more honest you are, the better your setup will be.

1. The Basics

Name:

What do you do for work?

Roughly how many hours a week do you work?

Do you work mostly from home, an office, or on the move?

Do you work mostly from home, an office, or on the move?
A
B
C
D

2. Your Day

Walk me through a typical Tuesday. (Just a rough sketch — morning to evening. What does your attention bounce between?)

What's usually still on your list at the end of the day that didn't get done?

3. Where Time Goes

What tasks eat your time but feel like they shouldn't?

If you could hand one thing off completely and never think about it again, what would it be?

4. Your Tools

What apps/tools are central to your work? (email, calendar, notes, project management, etc.)

5. Your Relationship with AI Right Now

Have you used AI tools before? (ChatGPT, Claude, Gemini, etc.)

Have you used AI tools before? (ChatGPT, Claude, Gemini, etc.)
A
B
C
D

If yes — what have you actually used it for?

What frustrated you about it, if anything?

6. Goals

What would "this is working" look like six months from now? (Not vague — what would be different about your day?)

What's one area of your life or work where you feel like you're flying blind?

7. You as a Person

What's something you're trying to get better at right now — professionally or personally?

Thanks. This gives me a real head start. I'll review this before our first session so we can skip the small talk and get straight to building something useful.