Session Prep — A Few Questions Before We Meet

Section 1

About you

Your name *

Your role / title *

Work email *

Describe a typical day in your role in 2–3 sentences. *

What do you actually spend most of your time doing?

Section 2

Where you are with Claude

How would you describe your experience with Claude right now? *

If you’ve used Claude or any AI tool for work — what did you use it for?

Even ‘I asked it to fix an email once’ counts.

Do you have a Claude account you can access during the session? *

Yes — paid plan (Pro, Teams, or Max)Yes — free planNo — I’ll set one up beforeNo — not sure how

If you need to create an account, go to claude.ai and sign up with your work email. Free works for the session. If your company has a Teams plan, use that.

Section 3

What would actually help you

What part of your job takes the most time but feels like it shouldn’t? *

Think: tasks that are repetitive, templated, or just drain you.

What do you hope to walk away with from this session?

Understand what Claude can actually do for my specific roleBuild something I can use starting this weekFind the one workflow I can automate immediatelyNot feel left behind while everyone else is using AILearn how Claude Projects work and set one upGo deeper — I have the basics and want the next level

If Claude could take one thing off your plate starting this week — what would it be? *

First instinct. One task, one frustration, one ‘I wish I didn’t have to do this.’

Section 4

One thing to do before we meet

5-minute pre-session try

Open Claude and try something before the session.

Go to claude.ai and paste in the most annoying email you’ve had to write recently. Ask Claude to write it. See what comes out. Don’t overthink the prompt — just describe what you need. This takes 5 minutes and means you’ll show up with a real opinion instead of just watching.

Did you try it? What happened?

If you didn’t, that’s fine — skip this. If you did, tell us what surprised you.

Anything else you want us to know before the session?

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A few questions before we meet.

About you

Where you are with Claude

What would actually help you

One thing to do before we meet

Open Claude and try something before the session.