No homework, no spreadsheet. Just some questions to let sit in the back of your mind so our conversation is as useful as possible.
Alyvia,
Before we sit down, I want to give you a heads-up on what we'll be talking about. The goal of our conversation is simple: I want to understand how you actually spend your time. Not the job description version — the real version. What you do every day, what takes longer than it should, what you explain over and over, and what only works because you personally remember to do it.
Let these questions roll around in your head before we meet. The more honest and specific you are when we talk, the more useful our time together will be.
Walk through a typical day in your head. What are the 3–5 things that happen every single day without exception? Then think weekly — what runs on a predictable schedule? And monthly — anything cyclical, end-of-month, or seasonal worth noting?
Make a quick mental list of every app, platform, or system you log into. Don't overthink it — even Google Sheets, a scheduling app, or a group text counts. We'll go through them together, but having them fresh in your mind speeds things up considerably.
Think about tasks that have a specific sequence of steps — things you run through on paper or purely in your head. Are those processes written down anywhere, or do they live in your memory? If you were out for a week, could someone step in without calling you — or would they be lost?
If you had a blank slate — same role, same company, but you got to redesign how the work actually happens — what would change? What would you stop doing? What would you do more of? If your time were freed up by 30%, what would you put it toward?
The AI Audit maps every tool, every manual task, and every recurring workflow across the business. Your interview is one of the most important pieces of that map. The people doing the work every day see things no org chart ever will — and that's exactly what we need to find the real opportunities.
What happens before you've had your second cup of coffee.
The recurring stuff that runs on a predictable clock.
The real SOPs — written down or just living in your head.
This is the most important part of the whole conversation.
Same role, blank slate — what changes?
Just let these questions sit in the back of your mind before we meet. You don't need to write anything down or prepare a presentation. Come ready to talk through your actual day — the messier and more specific, the better. That's where the real opportunities live.
There are no wrong answers here. Most of what we find in these conversations is knowledge that's been sitting in one person's head for years, just waiting to be mapped. That's exactly what we're doing.
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