Workshop Customisation Survey

Step 1 of 7

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This quick survey will help us tailor the workshop to your business needs and team. Your input ensures we focus on the workflows, tools, and outcomes that matter most to you. Please take 3–4 minutes to complete.

Name(Required)

First Last

Email(Required)

Company Name(Required)

Role/Title(Required)

Industry(Required)

Other

1. Tech Setup - Which tools and platforms does your team primarily use?(Required)

(allow 'select all that apply')

Google Workspace (Docs, Sheets, Gmail etc.)

Microsoft 365 (Word, Excel, Outlook etc.)

Other cloud tools (e.g. Slack, Notion, Asana, Monday, HubSpot)

A mix of the above

2. Current Frustrations - Which day-to-day tasks or workflows feel the most time-consuming or repetitive for your team?(Required)

(e.g. emails, scheduling, admin document management etc)

3. Focus Areas - Which business areas would you most like AI to support?(Required)

(allow 'select up to 3')

Productivity & admin (emails, docs, scheduling, business meetings & minutes)

Sales & customer engagement

Marketing & content creation

Data & reporting/analysis

Operations & process efficiency

Other (please specify)

4. Team Experience - How would you describe your team’s current experience with AI tools (e.g. ChatGPT, Copilot)?(Required)

(single select)

Very limited — this will be their first proper introduction

Some exposure — a few people have experimented

Moderate — regular but basic use across the team

Advanced — we’re already using AI in structured ways

5. Desired/Success Outcomes - What would success look like for you at the end of this workshop?(Required)

(e.g. examples we can implement immediately, safe ways to use AI without risk, simple roadmap/checklist, greater team confidence)

6. ROI & Impact - If AI could save your business time or money in one area, where would you want to see the biggest impact first?(Required)

(e.g. 2 hours a week or 20% cost cut)

Workshop Customisation Survey

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