Step 2 of 7
Where would you like AI to help?
Tap everything that interests you — you can choose more than one.
🔍
Finding a job or new role
📄
CV, cover letters & applications
✉️
Writing letters, emails, complaints & enquiries
🛒
Researching a purchase or big decision
💼
Getting better at my current job
🚀
Self-employment or side income
🏠
Home & daily life
💰
Managing money & saving
📚
Learning new skills
🏡
Smart home & tech
Step 3 of 7
Where are you starting from?
Be honest — there's no wrong answer. This just helps us pitch things at the right level.
🌱
I've barely used AI at all
🔦
I've tried it a couple of times
⚙️
I use it occasionally but not sure I'm getting the most from it
💡
I use AI regularly and want to go further
Step 4 of 7 — Your Problems
What's holding you back?
In your own words. The more honest the better.
What's the biggest frustration or challenge you face right now?
Work, job search, home life — whatever feels most pressing.
What tasks take up too much of your time or energy?
The stuff you'd love to do faster, better, or not at all.
Step 5 of 7 — What You Want
What would actually help?
Think practically — what would a better week or month look like?
If AI could fix one thing for you this month, what would it be?
Be as specific as you like — the more concrete the better.
What would you like to be able to do that you can't do well right now?
Skills, tasks, or outcomes you want to improve.
Step 6 of 7 — Your Hopes
The bigger picture
Don't undersell yourself here — think about where you actually want to get to.
If things went really well, what would that look like in six months?
A new job, a better work life, more time, more confidence, more money — be specific.
How much do you want to change?
This helps your adviser know where to focus.
✅
Quick wins
Easy, free, can start today
🔧
Meaningful changes
Worth learning, some investment
🚀
Transform how I work
Go all in, build new habits
You can choose more than one.
Step 7 of 7 — Your Summary
Here's what you've told us
Share this with your adviser before your session — screenshot it or send it on WhatsApp.
Your adviser will use this as a starting point, not a fixed plan. Everything here can be explored, changed, or added to in your session.
About you
Areas you want help with
Your AI experience
✅ Quick wins — start today
🔧 Meaningful changes — worth investing in
🚀 Transform how you work — go all in
In your own words
How to screenshot this page
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iPhone — no Home button (iPhone X or later)
Press Side button (right edge) and Volume Up (left edge) at the same time, then quickly release. Screen flashes and screenshot saves to Photos.
iPhone — with Home button (iPhone 8, SE, or older)
Press Side button and the round Home button at the same time, then quickly release.
Android
Press Power and Volume Down at the same time. Most Android phones also show a screenshot option when you swipe down from the top.
Back Tap shortcut (iPhone)
Go to Settings > Accessibility > Touch > Back Tap, set Double Tap to Screenshot. Then just tap the back of your phone twice.
You may need two or three screenshots to capture the full summary — scroll between each one.
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