adiclients – AI for Driving Instructors

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Name:

Email:

Phone Number:

SECTION 1: YOUR BIGGER VISION

What does your ideal business or brand look like over the next 6–12 months?

If you looked back a year from now, what would make you say, “That was the best decision I made”?

What part of this coaching and the AI side of things excites you the most?

What personal wins do you want too? (e.g. freedom, confidence, income, more family time, less stress?)

If nothing changed in your business for the next 12 months, what would that mean for you?

SECTION 2: CORE GOALS & FOCUS AREAS

Let’s zoom in on what matters most. Tick any that apply or expand in your own words:

Set up or grow a fleet driver training service Recruit more ADIs or PDIs Attract more paying pupils Create and sell your own online course(s) Build a 24/7 video avatar (of yourself) that generates leads and income while you sleep Add a voice avatar (like a digital PA) to your website to handle calls and bookings 24/7 Build or revamp your website Improve SEO so your site shows up higher on Google Get help managing your social media (planning, content, growth) Set up or improve ChatGPT to work for your business Learn more powerful AI tools that save time and money Email marketing or CRM database setup ` Other

Something else? (Please describe)

Which ONE goal above is your biggest priority?

Why does that matter to you now? What happens if it doesn't get sorted?

What would need to happen in the next 90 days to call this a success?

SECTION 3: WEBSITE & CONTENT SETUP

Do you currently have a website?

No Yes

Please share the link of the Website

Would you like an SEO audit? (We scan your site to see where it's ranking, what's missing, and how to boost it on Google)

No Yes

What would you most like improved on your website? (Design? Text? Booking? Lead capture? Something else?)

Do you have a YouTube channel?

Yes No, but I’d like one set up

Please share the link of YouTube Channel

If we made AI-generated videos for you, what would you want them to cover?

Would you like to create some videos from your phone yourself too? If so, what support would help?

SECTION 4: SOCIAL MEDIA & LINKEDIN STRATEGY

Which platforms are you active on now? Please share links.

Facebook Instagram TikTok LinkedIn Other

Please share the Facebook link:

Please share the Instagram link:

Please share the TikTok link:

Please share the LinkedIn link:

Other Platform

How often do you post right now?

What would you love to post more of if tech/time wasn’t an issue?

Would you like help with your LinkedIn for 3–6 months to help with any of the following?

Recruiting ADIs or PDIs Getting new pupils Finding fleet/corporate work Securing new commercial partnerships

SECTION 5: STRENGTHS, MINDSET & GROWTH

What are 3 things you do really well in your business or industry?

5.2 What 2 things regularly feel like a struggle or block?

How would you describe your mindset right now?

Be honest — what's getting in your way lately? (Time, fear, motivation, clarity, tools?)

Are you open to learning new habits or mindset tools that help you stay focused and make faster progress?

SECTION 6: LEARNING STYLE & SUPPORT SYSTEM

Have you worked with a coach, mentor, or marketing consultant before?

What worked well for you?

What didn’t?

What’s your preferred way to learn?

Clear, step-by-step checklists Watching how-to videos Practical examples and templates Being held accountable Weekly support or check-ins Other

Something else? (Please describe)

Do you have anyone helping you (staff, VA, partner, family)? If yes, please describe their role:

SECTION 7: COMMITMENT & NEXT STEPS

7.1 Where would you love your business to be in:

30 days:

60 days:

90 days:

How many hours a week can you realistically commit to your growth?

On a scale of 1–10, how ready are you to take action right now?

What would make this whole coaching experience feel completely worth your time, energy, and money?

SECTION 8: LOGISTICS & TECH SETUP

Do you prefer sessions via voice, video, or screen-share?

Any times or days you can NEVER do?

Do you currently accept online payments?

Yes No

Would you like this set up for you?

Yes No

Is there anything else you want to share or ask before we begin?

Name:

Email:

Phone Number:

SECTION 1: YOUR BIGGER VISION

What does your ideal business or brand look like over the next 6–12 months?

If you looked back a year from now, what would make you say, “That was the best decision I made”?

What part of this coaching and the AI side of things excites you the most?

What personal wins do you want too? (e.g. freedom, confidence, income, more family time, less stress?)

1.5 If nothing changed in your business for the next 12 months, what would that mean for you?

SECTION 2: CORE GOALS & FOCUS AREAS

Let’s zoom in on what matters most. Tick any that apply or expand in your own words:

Something else? (Please describe)

2.1 Which ONE goal above is your biggest priority?

2.2 Why does that matter to you now? What happens if it doesn't get sorted?

2.3 What would need to happen in the next 90 days to call this a success?

SECTION 3: WEBSITE & CONTENT SETUP

3.1 Do you currently have a website?

No Yes

Please share the link of the Website

3.2 Would you like an SEO audit? (We scan your site to see where it's ranking, what's missing, and how to boost it on Google)

No Yes

3.3 What would you most like improved on your website? (Design? Text? Booking? Lead capture? Something else?)

3.4 Do you have a YouTube channel?

Yes No, but I’d like one set up

Please share the link of YouTube Channel

3.5 If we made AI-generated videos for you, what would you want them to cover?

3.6 Would you like to create some videos from your phone yourself too? If so, what support would help?

SECTION 4: SOCIAL MEDIA & LINKEDIN STRATEGY

4.1 Which platforms are you active on now? Please share links.

Facebook Instagram TikTok LinkedIn Other

Please share the Facebook link:

Please share the Instagram link:

Please share the TikTok link:

Please share the LinkedIn link:

Other Platform

4.2 How often do you post right now?

4.3 What would you love to post more of if tech/time wasn’t an issue?

4.4 Would you like help with your LinkedIn for 3–6 months to help with any of the following?

Recruiting ADIs or PDIs Getting new pupils Finding fleet/corporate work Securing new commercial partnerships

SECTION 5: STRENGTHS, MINDSET & GROWTH

5.1 What are 3 things you do really well in your business or industry?

5.2 What 2 things regularly feel like a struggle or block?

5.3 How would you describe your mindset right now?

5.4 Be honest — what's getting in your way lately? (Time, fear, motivation, clarity, tools?)

5.5 Are you open to learning new habits or mindset tools that help you stay focused and make faster progress?

SECTION 6: LEARNING STYLE & SUPPORT SYSTEM

6.1 Have you worked with a coach, mentor, or marketing consultant before?

What worked well for you?

What didn’t?

6.2 What’s your preferred way to learn?

Clear, step-by-step checklists Watching how-to videos Practical examples and templates Being held accountable Weekly support or check-ins Other

Something else? (Please describe)

6.3 Do you have anyone helping you (staff, VA, partner, family)? If yes, please describe their role:

SECTION 7: COMMITMENT & NEXT STEPS

7.1 Where would you love your business to be in:

30 days:

60 days:

90 days:

7.2 How many hours a week can you realistically commit to your growth?

7.3 On a scale of 1–10, how ready are you to take action right now?

7.4 What would make this whole coaching experience feel completely worth your time, energy, and money?

SECTION 8: LOGISTICS & TECH SETUP

8.1 Do you prefer sessions via voice, video, or screen-share?

8.2 Any times or days you can NEVER do?

8.3 Do you currently accept online payments?

Yes No

Would you like this set up for you?

Yes No

8.4 Is there anything else you want to share or ask before we begin?