Part 1 Your practiceA picture of who you are and how you work.
Practice name
Your name and role
Your email addressSo we can reply to you
How many advisers, including you?
How many admin and support people?
Roughly how many client families do you see at least once a year?
Describe a typical week in a few linesWhat fills your days?
Part 2 You and AIWhere you're starting from. Cautious is a perfectly good answer.
Is there anything you'd never want AI to do in your practice?
Does your practice have any rules or policy on using AI? Choose Yes No Not sure
Who in your team would be most excited to try this?
Part 3 Where your time goesRoughly how many hours a week does your whole practice spend on each of these? Think of a normal week, not a good one. Enter hours per week (half an hour = 0.5).
Writing up meeting notes and records of advice hrs / week
Sorting and replying to email hrs / week
Research and preparing for client reviews and advice hrs / week
Chasing documents and FICA hrs / week
Keeping the team coordinated hrs / week
Checking commission statements hrs / week
Following up claims hrs / week
Onboarding new clients hrs / week
Compliance reporting hrs / week
Pulling valuations and statements hrs / week
Following up quiet clients and referrals hrs / week
Handling complaints hrs / week
Client newsletters and updates hrs / week
0 hours a week That's about 0 hours a month across your practice.
Which of these frustrates you most, and why?
When things get busy, what gets dropped or done late?
Anything else that takes time and shouldn't?
Part 4 What you'd like to achieveIf this works, what's different in your practice in 90 days?
What would you do with an extra week a month?More clients, growth, family, rest
Is growing your client base a goal this year? Choose Yes No Not sure
What are your top three headaches right now?
Part 5 The systems you useNo need to be technical. "Not sure" is fine, and we'll check together.
Does your practice have a Claude account? Choose Yes, a Team or Enterprise plan Yes, a personal plan No Not sure
Do you use Microsoft 365 (Outlook, OneDrive)? Choose Yes No Not sure
Which CRM or client system do you use?
Which compliance system do you use?
Which insurance companies' systems do you use?For example, the insurer portals you log in to
What other systems do you use?
Do you use two-step sign-in (MFA) on your Microsoft accounts? Choose Yes No Not sure
Does anyone share a login? Choose Yes No Not sure
Part 6 Records and complianceThis helps us make sure everything we build fits your compliance from day one.
Do you have a standard record of advice template? Choose Yes No Not sure
Do you record client meetings today? Choose Yes No Not sure
If so, do clients give consent to recording? Choose Yes No We don't record
Who is your compliance officer?Name, and whether internal or external
Would they be willing to review the setup with us before anything is agreed? Choose Yes No Not sure
Thank you
Press send and your answers come straight to us. We'll come back with what we found and what we'd suggest before your Signal Session.
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