AI Unlocked — Workshop Pre-Work

Step 01

Download Your Workbook

Take 15–30 minutes with the Deep Version before the day. The more you put in, the more specific everything will be to you and your business.

Recommended

Deep Version

Eight sections: your business, clients, constraints, and the one bottleneck that matters most. This is the version that produces the best output on the day.

↓ Download Deep Workbook

Lite Version

The essential questions in about 20 minutes. A solid foundation if time is genuinely tight.

↓ Download Lite Workbook

Step 02

Quick Intake Form

3 minutes. Helps with food, logistics, and lets me prepare something specific to you before you arrive.

Your name *

Email *

Dietary requirements

Vegetarian Vegan Gluten-free No requirements

Which AI tool do you currently use?

Business website

What one thing — if AI solved it — would make the biggest difference to your business or life?

What do you waste most time on, or hate doing — the thing that if fixed would genuinely change things?

Step 03

Generate Your AI Context File

Optional but powerful. Use this prompt with your completed workbook in your AI tool. Takes about 10 minutes. It means I can prepare content specific to your situation before you arrive — not generic AI advice, but something built around you.

Copy this prompt into ChatGPT, Claude, or whichever AI you use — then paste your workbook answers at the bottom

You are helping me prepare for an AI workshop. Below are my completed workbook answers. Please create TWO separate, clearly labelled outputs:

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OUTPUT 1: SIGNAL STACK DOCUMENT (this is for me to keep)
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Title it: "Signal Stack — [my first name]"

Include:
• What I do and who I serve
• My ideal client and their situation
• My biggest current constraints and bottlenecks
• The one AI opportunity that could change the most for me
• My current AI knowledge level and tools I already use

Format this professionally with clear sections. I will bring this to the workshop and may refer to it on the day.

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OUTPUT 2: CONTEXT FILE (this goes to Paul, the workshop host)
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Title it: "Business Context File"

Take the same substantive information but:
- Remove my surname, full company name, specific client names, full addresses, and phone numbers
- Keep my first name and describe my industry/sector in general terms
- Keep ALL the useful content about what I do, my constraints, my opportunity, and what I want from AI
- End with exactly this sentence: "I am happy for this to be used to create content specific to my situation during the workshop."

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Here are my completed workbook answers:
[PASTE YOUR ANSWERS HERE]

Then read through Output 2, remove anything you want to keep private, and upload it below

Upload Your Context File

I'll use this to prepare something specifically for you. You've already filtered it — nothing here will be shared beyond what you choose to include.