Skip to questionnaire

Home Client sign-in

Start with your work

What would you like AI to take off your plate?

Ten questions. About five minutes. Fill this out yourself, or walk through it with Austin.

1Your day
2The work
3Your setup

Your answers are saved when you choose “Save for Hardside” at the end. We use them to review your setup. Leave out passwords, account numbers, and private customer details.

Your day

No technical knowledge needed. “Not sure” is a useful answer.

01Where would you use AI most?

Mostly my phone Mostly my computer Both, about equally

02How do new apps usually go for you?

I want someone to set it up and show me what to do. Show me once and I can usually take it from there. I’m comfortable figuring out apps and connecting accounts. I’m comfortable with scripts, settings, and troubleshooting.

Any AI app you already use and like? optional

03What would you like help with first?

Pick up to three. We’ll start with one.

Email and follow-ups Estimates, proposals, or documents Job notes and remembering decisions Finding and organizing files Invoices and bookkeeping prep Research and finding opportunities A tool or process built for my business Help me choose where to start

The work

One real example tells us more than a list of AI features.

04What’s one task you’d hand over tomorrow?

What do you do now, and what would you like back? If you’re unsure, write “help me choose.”

05Where does that work live?

Select the places involved in that task. Brand names are enough.

Outlook / Microsoft 365 Gmail / Google Workspace OneDrive, Drive, or Dropbox QuickBooks or accounting software A job, project, or industry app Files or apps on my computer No work apps or files needed I’m not sure

Which apps or folders? optional; no private links needed

06When should AI get involved?

When I ask it for help. At agreed times, with reminders or a regular summary. It should check for things and bring me work that needs attention. I’d like help deciding.

Your setup

How you want the help to show up, and what would make it worthwhile.

07Where would you notice the results?

In the AI app I use In my email In a text or messaging app Show me what’s easiest

08How much should it do on its own?

Find information and explain it. Leave changes to me. Prepare drafts and changes, then ask me to approve them. We can agree on specific routine actions it may handle. I’m not sure yet.

This is a preference, not permission to access accounts, send messages, or change anything.

09Who needs to use this?

Just me Me and a few coworkers A whole team We haven’t decided

10What would make this worth paying for?

Time back, fewer mistakes, faster replies—what would you notice? “Not sure yet” is fine.

Any budget limit or other constraint? optional

Part 1 of 3

Your starting plan

A practical place to start

This is a draft for Austin to review with you. The final choice depends on a real task working on your devices.

What we would set up

The first task to try

Likely service fit

Before we start

Your constraints

Save this for Hardside to review

Tell us who it’s for. You can sign in with the same email to revisit your answers.

Your name Company or kind of work

Email Phone number (optional)

Website

Choosing Save shares these answers and the starting plan with Hardside. It does not connect your work accounts or authorize any actions.

Saved for review

Sign in with the same email to revisit your intake. Hardside will review the starting plan with you.

Go to client sign-in →

You can also keep a copy for your records.