CoworkReady Intake Form

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Full Name *

First

Last

Email *

Business or firm name

What best describes your role?

Operating System * *

Windows 10
Windows 11
macOS (Intel chip)
macOS (Apple Silicon / M1, M2, M3+)

How many computers need Cowork installed? *

1
2
3
4 or more

Is Claude Desktop App already installed on any of these computers? *

Yes, on all computers
Yes, on some
No, not yet
Not sure

Do you currently subscribe to Claude Pro or Claude Max? * A paid Claude subscription is required to use Cowork. *

Yes — Claude Pro
Yes — Claude Max
No — I need to subscribe
Not sure which plan I have

Preferred Setup Method - How would you like us to install and configure Cowork for you? *

Remote access — you grant us temporary access so we can do it for you (fastest)
Guided Google Meet — we walk you through each step while you share your screen
No preference — whatever is easier for you

Which productivity suite do you use? *

Microsoft 365 (Word, Excel, Outlook, Teams)
Google Workspace (Docs, Sheets, Gmail, Meet) Apple (Pages, Numbers, Mail)
Mix of the above
Other

Email Client *

Gmail / Google Workspace
Outlook (Microsoft 365)
Apple Mail

Calendar & Scheduling Tools *

Google Calendar
Outlook Calendar
Apple Calendar
Calendly or similar booking tool
None / I don't use one

Which of the following best describes how you spend most of your workday? Check all that apply — this tells us which Cowork tools to prioritize. *

Writing documents, proposals, or reports
Managing and responding to email
Reviewing or drafting contracts / legal documents
Client communication and follow-up
Research — reading articles, summarizing information
Data entry, spreadsheets, or analysis
Scheduling, calendar management, and admin tasks
Preparing for or following up on meetings
Sales, outreach, or CRM updates
Social media or marketing content
Managing or delegating to a team

What is the single most time-consuming task in your workday right now?

What do you most want AI to help you accomplish? Select your top priorities — these drive which Cowork tools we configure first. *

Draft, edit, and polish documents faster
Summarize long documents, reports, or email threads
Research topics and compile findings
Write and manage email (drafting, responding, organizing)
Prepare for client meetings (agenda, talking points, follow-ups)
Create templates I can reuse (proposals, contracts, emails)
Analyze data or summarize spreadsheets
Manage my schedule and task list
Generate marketing copy, social posts, or blog content
Stay on top of industry news and research
Onboard or train team members using AI
Not sure yet — I need guidance on where to start

Are there specific types of files or documents you work with regularly? *

Contracts or legal agreements
Client proposals or quotes
Financial statements or invoices
SOPs or training materials
Reports or research papers
Marketing materials or presentations
Government or compliance forms
Medical or clinical documents
Other

How experienced are you with AI tools in general? *

Beginner — I've heard of AI but haven't used it much
Familiar — I've tried ChatGPT or similar a few times
Comfortable — I use AI tools occasionally in my work
Experienced — I use AI regularly and want advanced features

Are you currently subscribed to any other AI tools? *

ChatGPT (Plus or Team)
Microsoft Copilot
Google Gemini
Jasper, Copy.ai, or similar
None currently
Other

Does your business handle any of the following sensitive data types? Check all that apply.

Client personal information (PII)
Medical / health records (HIPAA-regulated) Financial / banking information
Legal / attorney-client privileged information
Government or regulated industry data
None of the above

Are you comfortable with Anthropic's standard data handling policy for Claude?

Yes, I've reviewed it
I haven't read it — please explain on our call
I have concerns — let's discuss

Will anyone else in your organization be using Cowork?

No — just me
Yes — a few team members
Yes — the entire team
Possibly, but undecided

Do you need separate Cowork profiles or permission levels for different team members?

Yes
No
Not sure — tell me more on our call

Which CoworkReady service(s) are you signing up for?

CoworkReady Setup — Install and configure Claude Cowork on my computer(s)
SiteAssist — AI chatbot installed on my website
Both CoworkReady Setup + SiteAssist
Not sure yet — I want to discuss options on our call

How urgent is getting set up?

ASAP — I want to start using it this week
Within the next 2 weeks
Within the next month
No rush — I'm planning ahead

Name Claude Cowork

Best times to reach you for the onboarding session?

Weekday mornings (before noon)
Weekday afternoons (noon – 5 PM)
Weekday evenings (after 5 PM)
Saturday
Sunday

Biggest concern or question about AI right now?

e.g. I'm worried about data privacy with client files…

Is there anything about your business or workflows that you feel we should know before the call?

e.g. I'm worried about data privacy with client files…

After your Cowork is set up, which ongoing monthly maintenance topics are most important to you?

Adding new tools and integrations as my needs grow
Troubleshooting issues or things that stop working
Learning advanced prompting techniques
Getting help with specific projects or tasks
Team training as I add employees
Staying updated on new Claude / AI features
All of the above

CoworkReady Intake Form.