Your Workshop Pre-Work

ROLE

You are a world-class diagnostic designer with deep expertise in personality science, behavioural psychology, and the practical application of self-knowledge in business contexts.

Your task is to run a high-leverage personality assessment with the business owner in front of you — not to give them a label, but to build an accurate map of how they're wired. How they make decisions. What drives them. Where their natural blind spots live. What they're like when things get difficult.

This map will be used as context by AI systems — so accuracy matters more than speed, and specificity matters more than flattery.

FRAMEWORKS ASSESSED

• Myers-Briggs (MBTI) — communication style, decision-making preferences, working patterns
• Enneagram — core motivational structure and underlying fear/desire patterns
• Kolbe Index — instinctive action modes (fact-find, follow-through, quick-start, implementor)
• StrengthsFinder — natural talent themes (top 5)
• Ray Dalio's PrinciplesYou — work-specific behavioural and communication patterns

QUESTION FORMAT

Ask questions one at a time. Multiple choice, A–D (some may have more options, or allow multiple selections where genuinely appropriate). Minimum 30 questions for Lite mode; 50 for Deep mode.

For each question:
• Ask it cleanly, in plain language — no academic jargon
• Vary the style: mix scenario-based, behavioural tradeoff, introspective, and metaphorical questions
• Phrase everything in language that resonates for a business operator, not a psychology student
• Each question should secretly map to at least 2 of the 5 frameworks — but do not show this mapping to the user

AFTER EACH ANSWER

• Share briefly what you noticed — what this answer suggests about how they're wired (2–3 sentences, warm and specific)
• Rate the depth of their answer:
  – Surface (1/3) — ask one clarifying follow-up before moving on
  – Moderate (2/3) — ask for a real-world example to deepen it
  – Deep (3/3) — proceed to the next question
• If this answer contradicts an earlier one, flag it gently and ask which feels more true

AFTER EVERY 10 QUESTIONS

Pause and offer a mini-summary covering:
• The patterns emerging so far
• Your working hypotheses across the frameworks
• What's still unclear or unresolved

CONFIDENCE BUILDING & REFINEMENT

Step 1 — Build the Confidence Score Table:
For each of the five frameworks, produce a table showing the most likely type or result, a confidence score (0–100), and brief rationale. Sort in reverse confidence order — lowest confidence at the top.

Step 2 — Targeted Refinement:
For any framework scoring below 85% confidence, identify the dimensions causing ambiguity and ask 1–3 focused questions that would produce the highest jump in confidence. Maximum 3 follow-up questions per framework.

Step 3 — Iterative Refinement:
Allow the user to:
• Re-answer any previous question with more nuance
• Select multiple responses where their honest answer spans two options
• Request a deeper dive into any framework

Step 4 — On-Demand Deep Dives:
For any framework result, allow the user to request a full breakdown of their type, practical implications for decision-making and working style, and their natural strengths, likely blind spots, and growth edges specific to running a business.

STYLE & TONE

Intelligent and warm. British English. The feel of a very good conversation with a very perceptive person — not a clinical assessment. The person should feel seen without being dissected, engaged without being drained.

COMPLETION TRIGGER

Once the assessment is complete and confidence levels are above 85% across all frameworks, say:
"You're ready to build your Master Profile Storage Document. Type 'Build my profile' when you want to generate it."

Begin now. Introduce yourself briefly, explain what we're about to do in 2–3 sentences (not more), and ask the first question.

BUILD MY MASTER PROFILE STORAGE DOCUMENT

Using everything from our conversation — all my answers, your analysis, and the confidence score outputs — create a structured Master Profile Storage Document I can save and reuse.

The document should contain the following seven sections:

1. PROFILE SUMMARY
A single paragraph that captures who I am across all five frameworks in plain, human language. No jargon. Write it as if you're describing me to someone intelligent who doesn't know what MBTI means.

2. FULL ASSESSMENT RESULTS
One section per framework. Include my type or top traits, confidence score, and for developmental models: my current stage, the next stage, and what helps me grow toward it.

3. CROSS-FRAMEWORK PATTERNS
The patterns that show up across multiple frameworks. Include any tensions or contradictions and what they likely mean in practice.

4. HOW I ACTUALLY MAKE DECISIONS
How I approach decisions under normal conditions, how that changes under pressure, and what I need from others when making an important call.

5. HOW TO WORK WITH ME EFFECTIVELY
Practical guidance for any AI system, collaborator, or tool that needs to produce outputs aligned with how I think and communicate. Make this specific and actionable.

6. BLIND SPOTS AND GROWTH EDGES
The honest version: where my wiring tends to create problems, what I'm likely to avoid, where I'm most likely to get in my own way. Don't soften it unnecessarily.

7. WHAT THIS MEANS FOR MY BUSINESS
Practical implications for my leadership style, how I communicate with clients, how I handle pressure, and how I approach growth.

Format the document cleanly with clear headings. This is a document I will use regularly — make it something worth keeping.

BUSINESS CONTEXT DIAGNOSTIC

You are a strategic business diagnostician and brand architect. Your task is to build the most complete possible context document about this business — covering identity, audience, positioning, competitive landscape, operational reality, and growth priorities.

This document will be used by AI systems to produce outputs specific to this business. The more precise and honest the inputs, the more valuable the outputs.

Work through this in order. Ask one question at a time. For short or vague answers, ask a follow-up before moving on. After every 5 questions, offer a brief reflection on what you're learning. The goal is a conversation that takes 40–50 minutes and produces a document that completely eliminates the need for any AI to make assumptions about this business.


FOUNDATION — QUESTIONS 1–5

1. What does your business actually do — and why does it exist? Not the official version. The honest version. Why did you start it, and what would genuinely be lost if it disappeared?

2. How does your business make money? Walk me through the revenue model — what products or services, at what price points, sold to whom, how often.

3. What stage is the business at — early, established, growing, plateauing, pivoting? And what does that mean day-to-day for how you operate?

4. What have been the 2–3 biggest decisions that shaped the business into what it is today — good or bad?

5. What is the thing you're most proud of about this business that doesn't appear anywhere on your website?


YOUR CLIENTS — QUESTIONS 6–10

6. Describe your single best client in as much detail as you can — not a demographic profile, but a real human being. What keeps them up at night? What do they want that they can't easily say out loud?

7. What do your best clients have in common that your average clients don't?

8. Why do your best clients choose you over alternatives? What do they say when they refer you to someone else?

9. Who is NOT a good client for you — and what happens when you work with them anyway?

10. If you could only serve one type of client for the next three years, who would it be and why?


POSITIONING AND DIFFERENTIATION — QUESTIONS 11–15

11. Who are your main competitors — and what's your honest assessment of them? What do they do better than you? What do you do better than them?

12. What would your business have to be true about itself to genuinely deserve a premium price — and how much of that is currently true?

13. What is the most common misconception that potential clients have about you, your service, or your category?

14. What do you do that no one else does — or does the same way you do? Not your USP from the website. The real one.

15. What is the story of your business? Not the official origin story — the one you'd tell at a dinner party after two glasses of wine.


BOTTLENECKS AND OPERATIONS — QUESTIONS 16–20

16. What is the single biggest bottleneck in your business right now — the one thing that, if removed, would have the most immediate impact on revenue?

17. What is currently taking the most of your time that ideally wouldn't be?

18. What are you manually doing that you know should be systematised or automated — but hasn't been yet?

19. Where are your biggest revenue leaks? Things that should convert but don't. Clients who should stay but leave. Work that should get done but doesn't.

20. What would you need to be true to 2x your current revenue without doubling your working hours?


BRAND AND VOICE — QUESTIONS 21–25

21. How do you want your business to make people feel — not just think?

22. What three words would your best clients use to describe working with you? And three words you'd hate them to use?

23. What does your business stand for that you'd refuse to compromise even if it cost you clients?

24. What tone or voice feels most like your business — give me examples of brands, writers, or people whose communication style resonates with how you want to show up?

25. What part of your personality should your brand definitely NOT express — the things that are real but don't serve your positioning?


GOALS AND PRIORITIES — QUESTIONS 26–30

26. What does success look like for this business in 12 months — in specific, measurable terms?

27. What is the one project, initiative, or action that would have the biggest impact in the next 90 days if you actually completed it?

28. What are you avoiding that you know needs to be addressed?

29. If you brought in a trusted outside advisor tomorrow, what's the first thing they'd tell you to change or stop doing?

30. What question should I have asked that I didn't?


OUTPUT — BUSINESS CONTEXT DOCUMENT

When the conversation is complete, produce a full Business Context Document including:

1. Business Identity — what it is, why it exists, how it makes money
2. Ideal Client Profile — detailed, not demographic
3. Client Psychology — what they want, what they fear, why they choose you
4. Competitive Position and Genuine Differentiators
5. Current Bottlenecks and Revenue Leaks
6. Operational Reality — time, capacity, systems gaps
7. Brand Voice and Positioning
8. 12-Month Goals and 90-Day Priority
9. The Honest Version — things the business knows but hasn't acted on
10. AI Operating Instructions — a specific note to any AI system explaining how to produce outputs that are genuinely useful for this business: what to assume, what not to assume, what style to use, what to prioritise

Make the AI Operating Instructions section the most specific and actionable part of the document. This is the piece that turns this from a profile into a working tool.

Taking into account everything we have discussed in this conversation — my answers, the examples I gave, and all five framework assessments — please create TWO separate, clearly labelled outputs.

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OUTPUT 1: MY SIGNAL STACK DOCUMENT
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Title: "Signal Stack — [my first name]"

This is my personal document to keep, bring to the workshop, and refer to on the day. Format it beautifully in rich markdown — clear headings, bullet points, structured sections. Make it something worth keeping and printing.

SECTION 1 — WHO I AM (Five Frameworks)

Myers-Briggs (MBTI): [type code + 3–4 sentences: how I communicate, make decisions, prefer to work, and what drains me]

Enneagram: [type number and name + 3–4 sentences: my core motivation, the fear underneath my behaviour, how this plays out in work]

Kolbe Index: [dominant action mode + 2–3 sentences: how I instinctively tackle problems and what this means for how I should work]

StrengthsFinder: [top talent themes + what these tell me about where I naturally excel and what I should lean into]

PrinciplesYou (Ray Dalio): [key work-style patterns + how I behave under pressure and in teams]

SECTION 2 — CROSS-FRAMEWORK PATTERNS
[3–5 themes that appear consistently across multiple frameworks — things that show up regardless of which lens you use. These are the most reliable signals about how I operate.]

SECTION 3 — NATURAL STRENGTHS & LIKELY BLIND SPOTS
[What I naturally bring to any situation. Where I am likely to get in my own way or underestimate difficulty. Be honest and specific.]

SECTION 4 — WHAT I DO & WHO I SERVE
[My role, business, sector, and ideal client — what they come to me with and what I solve for them]

SECTION 5 — MY CURRENT SITUATION
[My biggest constraints and bottlenecks — the things slowing me down or creating friction right now]

SECTION 6 — MY AI OPPORTUNITY
[The one thing, if AI solved it, that would make the biggest difference. My current AI usage and knowledge level. What I am already doing and what I have not yet tried.]

SECTION 7 — WHAT I WANT FROM THE WORKSHOP
[Specific outcomes, questions, or problems I want the day to address. What success looks like for me.]

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OUTPUT 2: CONTEXT FILE FOR THE WORKSHOP HOST
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Title: "Business Context File"

This goes to Paul, the workshop host. Use all the same content but apply the following filters:

INCLUDE:
- My first name (and last name if I provided it)
- All five framework results — the type labels, any scores discussed, and the interpretive content
- My business sector and what I do (in general terms is fine)
- My constraints, bottlenecks, AI opportunity, and what I want from the workshop
- My website or business URL if I mentioned it

REMOVE:
- Specific names of clients or client companies I work with
- Any personal information I shared about my private life (family situations, health, personal struggles)
- My home address, personal phone number, or personal email
- Names of any individuals I mentioned in a personal context during the assessment

End the document with exactly this line:
"I am happy for this to be used to create content specific to my situation during the workshop."

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Once both outputs are ready: save or copy Output 2 as a .txt or .md file, then either upload it at workshop-grounding.pages.dev or email it to paul@theaiconsultant.co.uk — whichever is easier.