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Elevate Online

A few details before we kick off.

We’ve already covered most of this on our discovery call — this just gets it written down in one place so I can prep with everything in front of me. Feel free to keep answers short on anything we already talked through.

Section 1

The basics

Everyone, not just session attendees

No wrong answer. Even ‘we just got a budget for AI’ is useful.

How did you find Elevate Online?

Section 2

Where you are with Claude today

Does your team currently use Claude? *
How would you rate your team’s current comfort with Claude or AI tools generally? *
1 — Never touched it5 — Using it daily for real work

Section 3

Your business — for the blueprint

Think: tasks that are templated, rule-based, or just annoying.

If Claude handled everything it possibly could — what would you and your team do with that time?

What business knowledge and documentation exists, and where does it live?
Who would own and maintain a Claude system after our engagement? *

Section 4

Your current tool stack

Project management
CRM / Sales
Communications
Meeting / transcription

Section 5

The session itself

List roles/titles and a rough headcount. E.g. ‘CEO + 3 ops leads + 2 account managers, so 6 people total.’

Will everyone have access to Claude during the session? *

Everyone needs a Claude account before the session. Free works for the basics; Teams or Pro is better if you can.

What type of engagement are you expecting? *

Don’t overthink it. First answer is usually the right one.

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