Onboarding

1. Context and contact

This form is for:

Individual mentoring Institutional training (teams)

Full name

Best email

Current role / position

Area of practice or industry

Phone number

Preferred contact channel

Email WhatsApp

2. Familiarity with AI

On a scale from 1 to 5, how would you rate the current level of knowledge (yours or your team’s) about AI tools?

1 - Beginner: I have heard of it, but never used it. 2 - Curious: I have tried a few tools. 3 - Occasional: I use some tools from time to time. 4 - Regular: I use AI tools regularly at work. 5 - Advanced: I create complex prompts and automations.

Which AI tools (if any) have you or your team already used?

Other tools?

Is there budget or an active subscription for any AI assistant?

3. Goals and challenges

What is the main repetitive task or challenge in your day-to-day work (or your team’s) that you would like to optimize?

What do you expect to achieve by the end of this mentoring/training process? What would the ideal outcome be?

4. Tools and additional information

Which software tools are most used in your day-to-day work?

What would you most like to learn through this mentoring process?

Is there any extra information you would like me to know before our mentoring session?

Institutional AI training and individualized mentoring

Thank you!