AI Coaching Discovery Questionnaire

Welcome! This questionnaire helps me understand your business landscape and prepare for a productive discovery conversation.

Please complete this before our scheduled call so we can dive straight into strategy and solutions.

1. What is your current annual revenue range?

$1M – $10M

$10M – $25M

$25M – $75M

$75M – $150M

$150M+

2. How many people work in your organization?

(Include full-time, part-time, and contractors)

3. What AI tools or platforms are you currently using, if any?

(Examples: ChatGPT, Claude, Copilot, Gemini, Midjourney, etc.)

4. Are you the primary decision-maker for AI investments?

If not, who else needs to be involved in the decision?

5. What is your organization’s biggest strength right now?

(Team, market position, capability, customer relationships, etc.)

6. What is your number one operational bottleneck or challenge?

(What’s slowing you down or consuming resources?)

7. What are the most time-consuming, repetitive tasks in your daily operations?

(These are often prime candidates for AI automation)

8. If AI could solve one problem for you tomorrow, what would it be?

9. What are your top 3 business goals for the next 12 months, and how might AI be relevant to achieving them?

10. What concerns or fears do you have about implementing AI in your business?

11. What happens if you don’t address your AI strategy in the next 6-12 months?

(What’s at risk? What opportunities might you miss?)

12. What is your timeline for implementing AI solutions?

Immediately (within 1-3 months)

Near-term (3-6 months)

Mid-term (6-12 months)

Exploring options (12+ months)

13. What budget range are you considering for AI coaching and implementation?

Under $5,000

$5,000 – $15,000

$15,000 – $30,000

$30,000+

Still determining budget

14. What would a ‘massive win’ from AI coaching look like for you?

(What result would make this investment absolutely worth it in 6 months?)

15. What is your preferred learning style?

“Show me” – I learn best by watching demos and seeing things in action

“Let me do it” – I learn best through hands-on practice and live troubleshooting

“Tell me why” – I learn best through strategic discussion and understanding the concepts first

A combination of all three

16. How did you hear about Spark AI Strategy?

17. What prompted you to reach out now versus three months ago?

(What changed or what’s driving the urgency?)

Questionnaire

AI Coaching Discovery Questionnaire

Thank You!

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