The Toko Project

About you

Your name

Your role / title

Company

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

Optional -- team size, who you report to, whatever's relevant.

Is this just you, or a team?

Just me A team

Your AI today

What AI tools do you currently have access to?

e.g. ChatGPT Plus, Claude, Copilot -- answer to your best ability, doesn't need to be exact.

Any connected tools or integrations you know of?

Calendar, email, CRM, Notion, Slack, etc. -- not sure is a fine answer.

How confident are you using AI right now?

One or two sentences on how you use AI today

Your goals

What does success from this coaching look like to you?

What's already a known challenge or pain point?

How do you like an assistant to communicate with you?

e.g. direct and concise, or walk me through the reasoning.

Logistics

Scheduling preference

The default is 5 sessions, about 30-45 minutes each -- let us know if you need something different.

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 for sessions to be recorded/transcribed?

Yes No

Email address for your welcome materials