TokoN·AI·TIVE

Before our intro call

A few quick questions so our 30 minutes is spent on you, not on facts. About 5 minutes. Rough answers are fine.

About you

Your name

Your role / title

Company

Who introduced you to Toko N·AI·TIVE?

Optional.

A bit about your team / where you sit in the org

Optional. Team size, who you report to, whatever is relevant.

Your AI today

What AI tools do you currently have access to?

For example ChatGPT Plus, Claude, Copilot. Your best guess is fine, it doesn't need to be exact.

Any connected tools or integrations you know of?

Calendar, email, CRM, Notion, Slack, and so on. Not sure is a fine answer.

How confident are you using AI right now?

How do you use AI today?

Pick as many as apply.

Writing or editing emailsSummarizing documents or meetingsResearchDrafting reports or presentationsWorking with data or spreadsheetsBrainstormingI don't use it yetOther

Roughly how many hours a week do you spend on repetitive work like email, documents, reports, scheduling or research?

A rough guess is fine. We use it as your starting point.

Your goals

If this goes well, what is different about your week three months from now?

Pick as many as apply.

Less time on emailReports and updates take minutes, not hoursMeetings prepped and followed up for meMore time for strategy and my teamAn assistant that handles recurring workConfident using AI every dayOther

What's already a challenge or pain point?

Pick as many as apply.

Too much emailRepetitive reports and updatesChasing people for informationMeeting prep and follow-upsNot sure which AI tool to use or howCompany rules on AINo time to learnOther

How do you like an assistant to communicate with you?

Pick as many as apply.

Short and directGive me a recommendationWalk me through the reasoningBullet pointsDetailed with contextOther

Logistics

Preferred contact channel

Have you had AI training/coaching before (with us or elsewhere)?

No Yes

If yes, what did that cover?

Is it OK if I record and transcribe our calls?

I use a tool called Granola to transcribe our calls so I can listen to you instead of taking notes. The transcript is used only to build your plan and your program materials. It stays private to me, is never shared, and I will delete it whenever you ask. Saying no is completely fine; I will take notes by hand instead.

Yes No

Best email to reach you

Best number to text you

Optional.

Toko N·AI·TIVE · dylan@thetokoproject.com