First, where are you starting from?
No wrong answers. This tells Crys how to pitch the sessions.
How often do you use AI in your work today?
How comfortable are you with Claude specifically?
Which of these can you actually use today? (select all that apply)
Step 1 · Capture the friction
Add at least 3 friction points from your typical work week. Be specific, a real task, not a vibe.
Keep this about the process, not the record. No client names, no PII, no tax data.
Describe the task, not the taxpayer.
Need a spark? Examples for Prospecting & Market Expansion
Pick your team to continue.