Capitol City Business Consulting

CapCityBiz AI Training pre-session questionnaire. Six sections, confidential.

CapCityBiz AI Training

Pre-Session Questionnaire

The more you share here, the more we can tailor your session and build deliverables around your actual work. Takes about 15–20 minutes — and there are no wrong answers.

🔒 Everything you share is confidential — used only to prepare for your session and build your customized deliverables, never shared with any third party. Please submit at least 48 hours before your session.

About you & your business

Full name *

Email address *

Phone (optional)

Business name *

Industry / sector *

Your role / title *

How many people on your team? *

Briefly, what does your business do? *

2–3 sentences — what you do, who you serve, and roughly how much work you carry at once.

Current tools & software

What tools do you use day-to-day? *

Other tools (please list)

Have you used Claude or ChatGPT before? *

Do you currently have a Claude Pro subscription? *

Your workflows & time

This section powers your ROI Roadmap. The more specific you are, the sharper the numbers.

Example — Task: Writing client follow-up emails · Frequency: Daily · Time: 30 minutes each

Your top repetitive tasks *

List the things that eat the most time each week. Three is plenty; add up to five if you like.

What's one process you do every day or every week that requires you to process data?

Walk me through the steps, like you'd explain it to a new hire.

For example — "I download this specific spreadsheet, change the headers, then turn it into a PDF every morning."

The one task you'd eliminate tomorrow if you could *

Approximate hourly or billing rate? (optional)

Used to put a dollar figure on your time savings — not required, and never shared.

Goals & pain points

What are you hoping to get out of this session? *

What's the biggest bottleneck in your business right now? *

If AI could handle one thing perfectly starting tomorrow, what would it be? *

Integration planning

Any tools you wish "talked to each other" but don't?

Do you use any automation today (Zapier, Make, IFTTT)? *

Team context

Will anyone else join the session? *

Does your team currently use AI tools?

Saturday Session only — total attendees? (up to 5 included; $250/additional; max 10)

Submit your questionnaire

Hit submit and your answers go straight to our team so we can prep your session. You're welcome to download a copy for your own records too.

CapCityBiz, LLC · AI Training