Business Soul System Foundation

Before we build

Your AI team is only as good as what it can read. These questions show us who you serve, where your client knowledge lives, and what you want it to tell you. Your answers shape what we build first.

Eight short pages.One topic per page. Skip anything you're unsure of.

"I don't know" counts.It tells us where to look first.

Straight to Catharine.Your answers go directly to her when you press Send. Nothing to email.

Your name

Business name

Best email for us to reach you

Page 1 of 8

Who you serve

Everything starts with your ideal client. The whole system is built around the people you serve.

Describe your ideal client. Who do you serve?

What problem do you solve for them?

What transformation do you provide?

Where they are when they come to you, and where they are when you're done.

Do you run more than one business or brand?

No, just one Yes, more than one

Page 2 of 8

Your AI today

There's no right answer here. Knowing where you are tells us where to start, so we don't explain what you already know or skip what you don't.

How would you describe how you use AI today?

Pick the one that fits best. "Tools" means custom GPTs, Claude projects or skills.

Just getting started A few times a week Every day I build my own tools in it

Which one do you use most, and which plan are you on?

Free, or the name of the paid plan. "Not sure" is fine.

Do you have an AI clone yet?

An AI trained on your own voice and knowledge that people can talk to.

Yes No Not sure what that is

Have you already built anything in AI you want to keep?

Custom GPTs, projects, skills, saved prompts, an AI team member. We build around what works instead of starting over.

Page 3 of 8

Your computer and files

Your AI team works from one business folder that it can read and write. These answers tell us where that folder should live and what your setup looks like.

What computer does your business run on?

Windows Mac

Who manages that computer?

A computer someone else manages can block apps we need to install.

I do My company or an IT person

Does it stay on overnight?

Scheduled work runs on that computer. If it's asleep at 7am, nothing happens at 7am.

Yes No Not sure

Where do you save your business files now?

Tick all that apply.

If someone on your team needed a client file, could they find it without asking you?

Yes Mostly Only I know where things are

Where is your business email?

Gmail or Google Workspace Outlook or Microsoft 365 Other

Page 4 of 8

Where your client information lives

Your system reads from one place that holds everything you know about each client. Tick what you have, and tell us a little about each one.

Is there client knowledge that lives only in your head or your team's heads?

Things you'd tell a new hire about a client that aren't written down anywhere.

When a client leaves, do you know the real reason?

Yes, we ask and keep a record Sometimes I'm mostly guessing

Which of these can you see right now without digging?

Whatever you can't see easily is a good candidate for your Monday page.

Page 5 of 8

Your tools

Your AI team works inside the tools you already use, so we need to know what they are.

Do you use Slack?

Your AI team can post updates there, so you see results without hunting for them.

Yes No

How do clients pay you?

Tick all that apply.

Stripe PayPal Square Other

What tools does your business run on?

CRM, community or course platform, scheduling, website, call notetaker.

Which of these do you have an account with?

Tick any you have. None is a normal answer.

Page 6 of 8

Your team and your week

Your AI team takes work off your plate. These two answers tell us where to start.

How many people are on your team, including you?

Count contractors and assistants too.

Just me 2 to 5 6 to 10 More than 10

What would you love to hand off that you can't right now?

Usually it's whatever takes up the most time in your week, or whatever waits for you when you're away.

Page 7 of 8

What you already have

Anything you've already written saves us both time. We read it first and only ask about what's missing.

Which of these do you already have?

Tick what exists. You'll put copies in the shared folder we send you, in any format.

Anything else we should know before we start?

Page 8 of 8

What you want from your system

Your goal decides what we build first. The questions you want answered decide how your client information gets organized.

What's your goal?

What you want your business to look like once this system is working for you.

What type of support would you love to have?

Think about the help that would make the biggest difference to you.

If your client data could answer three questions for you, what would you like them to be?

For example: Which clients are likely to leave? What do my best clients have in common? Where do new leads stall?

What's one decision from the last six months you made on gut feel and wish you'd had evidence for?

If you opened one page every Monday morning, what would you want it to show you?

Last step

Review and send

Here's everything you told us. Use Edit to go back to any page.

When everything looks right, send your answers straight to Catharine. You can still edit any page first.

Growth starts with listening.

Before we build

Who you serve

Your AI today

Your computer and files

Where your client information lives

Your tools

Your team and your week

What you already have

What you want from your system

Review and send

Your answers are in