Resources/Clarity Call Pre-Session Form
Clarity Call Pre-Session Form

One challenge. One practical solution.

A focused, private session to help you move one real piece of work forward with AI. No prior AI experience required or assumed.

Please complete this short form before your session. It helps us use the time well — focused on one real task, the context around it and what a useful outcome would look like for you. Short answers are perfect.

Your details

Please enter your name.

So we can match this to your booking and reply if needed.

Please enter a valid email address.

e.g. Managing Partner, corporate law firm or CEO, mid-sized charity

Please tell us your role and organisation.


The one task you want to move forward

e.g. Drafting a pitch section, summarising a board paper, or planning a client communication

Please describe the task you’d like to focus on.

e.g. Board meeting next week, a pitch deadline, or an internal decision on service delivery

Please give us a bit of context on the purpose.

e.g. Too much information to sift through, hard to get started, or need to word it carefully

Please tell us what’s making this task difficult.


Outcome and audience

e.g. A strong first draft, a clearer structure, or a prompt I can reuse myself

Please describe what a useful outcome would look like.

e.g. Clients, trustees, senior leadership, or staff team

Please tell us who the intended audience is.


Background and constraints

e.g. This is for a service under pressure, we need to reduce admin time, or the matter is commercially sensitive

Please share any background that would help us prepare.

e.g. Confidential content, needs plain English, must reflect firm or organisational tone, or no public AI tools for personal or client data

Please flag any constraints or sensitivities, even if minor.


Optional — but useful if you can

e.g. I may share a short document on screen, or I’d like something my team can use afterwards

Please keep answers brief. This is not an assessment — it simply helps us make the session practical, relevant and immediately useful.

Your answers are used only to prepare for your session.

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