Where on earth to start, and how AI can help. Masterclass, 3 November. Register

Next Position Advisory

Your Systems Analysis

Tell me what you actually run today, and you get a free report back on where an AI workforce or automation would genuinely help you, and where it would not. It is written against your answers, not a generic list.

About ten minutes. Please note, by filling this in you agree to me receiving your answers. You get the report, and I get to see what people building a solo practice are really running.

Answer quickly. First instinct is the useful one, and there is no wrong answer anywhere in this.

Where you are

Something you actually sit down and do: writing the newsletter, chasing an invoice, writing up notes after a call, getting a proposal out. If your first thought is "finding clients" or "not enough time", go one level down and name the part of it you actually do.

What do you actually sell?

Tick everything that applies.

Where everything lives

These two decide more about what can be built for you than anything else on this form.

A pricing sheet, a client tracker, standing notes on how you run a call, a proposal template, a page describing your offer, an onboarding checklist. If the honest answer is nothing, write nothing.

Which ONE place actually holds what you know about a client?

Not what you own. What you would open if you had a call in ten minutes.

When you start with a new client, what do you start from?

AI and automation

Where are you with AI today?
And how do you feel about it?

Whichever is closest. There is no right answer and it does not change what you get back, only how it is written.

Getting seen and filling the room

Do you run anything live?

Workshops, webinars, calls with a group, anything with a date on it.

How does your content get produced?
Does anything go out to a list regularly?

Your offer and your money

How do you decide the price of a new piece of work?
Is your offer written down somewhere you can send to somebody?
How do you keep track of what you have sold and what you have spent?

Calls and where people reach you

Where do people actually contact you?

Tick everything that happens, not everything that is possible.

How each of these happens today

One tap a row. This is the heart of it, and it is what your report is written against.

Where your hours go in an average week

How many hours go into each of these in an average week? Roughly. A band is enough, and a rough band beats a precise guess.

Last few

Having just been through all that, how would you rate your own AI workforce and automation, 1 to 10?

1 is nothing, all of it is you. 10 is most of it running without you. First instinct.

If you were going to close the gaps, would you rather build it yourself or have it built for you?

There is nothing to buy here. It changes what I recommend, because the two need different advice.

This one is a hard line, not a preference. Nothing recommended to you will touch it.

That is in.

Your report is being written now and lands in your inbox in a few minutes.
If it has not arrived, check the spam folder before you assume it broke.