Preparation

Let’s discuss your
actual work

This questionnaire is for clients who have already spoken with me. First contact? Request a quote

Practical details to prepare your meeting.

Nine questions for discovery

Aim for under 10 minutes. Describe tasks and document types without sensitive personal information.

This questionnaire clarifies needs and prepares the meeting. It confirms neither a purchase nor an appointment. Answers are sent to info@cosmologix.ca when you submit.

Answer at least one question of your choice to submit.

Your name

Your email

1. What is your profession or role?

2. What are your main tasks?

3. Which tasks are repetitive?

4. Which tasks take the most time?

5. Which document types do you regularly use?

6. Which software do you use?

7. What would you like to accelerate or simplify?

8. What is your current AI experience?

9. What are your top 2 or 3 tasks to improve?

No passwords, confidential documents or sensitive information about yourself or others. Submission does not accept a project. The project terms are supplied with the proposal before you commit.

Describe tasks and issues generally, without identifying third parties. Removing names does not guarantee anonymity.

Before your Google Meet meeting

A few minutes
of preparation

For discovery, identify tools already used. For training, prepare the authorized account agreed with Cosmologix.
Open Google Meet and check screen sharing.
Prepare a real task example without unnecessary sensitive data.
Have access to relevant, authorized documents.
Keep credentials handy without sharing them.
Close unrelated confidential information.

To request a meeting, use the Request a quotepage. Submit answers above to prepare for your meeting.

Let’s discuss youractual work

Nine questions for discovery

A few minutesof preparation

Let’s discuss your
actual work

A few minutes
of preparation