# Your AI consultation fact-finder

The Gallery AI · Draft 0.1

Short answers are enough. “Not sure” is useful too. Complete the first four questions if you're short on time. Don't include passwords or private customer records.

Prepared by: [name and role]
Business: [name]
Date: [date]

## The essentials

### 1. What does your business do and what's your role?

Who do you help, what do you deliver and roughly how many people are involved? Add your public website if useful.

Answer:

### 2. What's the main thing you'd like help with?

Describe one recurring task or frustration. What happens today and what would you like to be easier? You can add up to two other priorities, but put the main one first.

Answer:

### 3. What tools do you already use?

Name any AI tools you use plus the main places you work: email, documents, task management or industry software. Include your AI plan only if you know it. What have you tried so far?

Answer:

### 4. What would make the consultation worthwhile?

For example: understanding what's possible, choosing where to start, setting up useful business context or improving one workflow. What would you like to leave knowing or being able to do?

Answer:

## Helpful detail, if you have it

### 5. Walk us through one example

What starts the task? What information do you use? What are the main steps? What comes out at the end and who checks it? Roughly how often does it happen? If you estimate time spent, label it as an estimate. Describe the work without including private records.

Answer:

### 6. Where does the useful information live?

List the kinds of documents or systems you'd normally refer to. Is anything outdated, hard to find or restricted from use with AI? Names of systems are enough; don't provide access links or login details.

Answer:

### 7. How ready do you feel for a practical session?

Tell us whether you're starting fresh, using AI for occasional chat or already working with projects/files/workflows. Can you use your usual laptop and sign into your approved AI account? Would you prefer to watch first or work alongside us? Tell us about any accessibility or learning preferences.

Answer:

### 8. Who should be involved and what have you prepared?

Who understands the task and who approves changes? Have you tried the free Business Brain starter or already built something similar? If yes, give us a short summary of what worked and where you need help. You don't need to attach the whole setup.

Answer:

## Before returning

I've checked these answers and removed information that shouldn't be shared: [yes / still reviewing]

Anything you'd prefer to discuss privately during the session:

Return your reviewed answers through the contact arranging your consultation. This file doesn't submit anything automatically.