UpShift Collective

Strategic Intake

Personal AI Operating System engagement with Scott Walker

About 10 minutes. The point is for me to walk into session one knowing how you work today, where you hurt, and what you want to walk away with. That is it.

About 10 minutes

Section 1 of 5

How you work today

What AI tools do you reach for first when you sit down to work?

Pick all that apply.

What other AI tools have you used in the last 30 days?

Pick all that apply.

What other software tools are core to how you run your week?

LMS, coaching platform, CRM, analytics, content tools, whatever it is. Just list them.

Rate your current AI fluency.

Just startingHighly fluent

Your team has an internal AI lead running the business side. What does your personal week look like, and where does your time actually go?

Section 2 of 5

Where it hurts

What are the top three things eating your week right now?

What is the single biggest blocker getting in the way of you doing your best work right now?

Where do things fall through the cracks most often?

Pick all that apply.

Section 3 of 5

Where AI might help

Looking at your business, where do you think AI could make the biggest difference?

Behavioral coaching, content at scale, certification ops, B2B sales, coach quality, whatever it is. Your gut.

Looking at your personal workflow, where do you think AI could make the biggest difference?

What are the top one or two strategic priorities for the business right now?

Section 4 of 5

What good looks like

When this work is done, what does good look like for you?

Two or three lines, your words.

What are the top two capabilities you most want to walk away with?

Pick two.

0 of 2 selected

Once you have this working for yourself, where do you most want to apply it next?

Pick all that apply.

Section 5 of 5

Logistics

Realistic time per week

Cadence

Format

Horizon

Anything else I should know before I build your plan?

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