Train AI by having a document with Q and A about you
If you want artificial intelligence, you really know who you are, it's important for you to train it and tell it everything about you.
Here is a good starter to be able to fill out some questions to answers about you, your business, your family and everything else.
And then you can train the AI.
And it can help you tremendously.
This training is very powerful.
🔍 Client Insight Questionnaire
Please take your time to complete this thoroughly. The more detail you provide, the more personalized and effective our work together will be, lets go crazy with details. You can even speak it all out and have AI transcribe it.
🧠 Section 1: Personal & Professional Identity
1. Full Name:
2. Preferred Name / Nickname:
3. Pronouns:
4. Title / Role:
5. Company Name:
6. Website URL:
7. LinkedIn Profile URL:
8. What industry are you in?
9. How long have you been in this industry or role?
10. In one sentence, what do you do for a living?11. What are 3-5 keywords that describe your expertise?
12. What are your superpowers?
13. What do people most often come to you for?14. What’s something unique about you that sets you apart from others in your field?
🎯 Section 2: Goals, Dreams & Vision
15. What are your top 3 business goals in the next 12 months?
16. What is your biggest personal or professional dream?
17. If everything goes right, where do you want to be in 3 years?
18. What does success look like to you?
19. What kind of legacy do you want to leave behind?
😟 Section 3: Challenges & Frustrations
20. What are the top 3 challenges you're facing right now in your business?
21. What have you tried that hasn’t worked as expected?
22. What’s holding you back from scaling or moving forward?
23. What keeps you up at night?
24. What are you most afraid of (in your business or career)?
👥 Section 4: Ideal Client & Audience
25. Who is your ideal client? (Be as specific as possible)26. What are they struggling with?
27. What results do you help them achieve?
28. Why do your clients choose you?
29. What transformation do you offer?
30. How do you typically attract new clients?
31. What’s your sales process (inbound, outbound, referrals, funnels, etc.)?
🛠️ Section 5: Products, Offers & Services
32. What services or products do you offer? (Include pricing ranges)
33. Which offer is your flagship or most profitable?
34. How do you currently deliver your services (1-on-1, group, digital, hybrid)?
35. Are there any offers you want to launch soon?36. Do you have upsells, add-ons, or back-end offers?
🗣️ Section 6: Messaging & Voice
37. How would you describe your tone or voice? (e.g., casual, professional, funny, edgy)
38. What tone do you want to avoid at all costs?
39. Are there any phrases or words you use often?
40. What phrases do you hate hearing in marketing or sales?
41. How do you want people to feel when they interact with your content or brand?
💡 Section 7: Marketing & Content Strategy
42. What types of content do you currently create? (LinkedIn, email, podcast, etc.)
43. What has worked well for you in content marketing?
44. What hasn’t worked or felt off-brand?
45. What platforms are most important to you?
46. Do you want help with writing, strategy, posting, automation, or engagement?
47. What calls-to-action do you use most often? (e.g., Book a call, Comment below, etc.)
🤖 Section 8: AI & Automation
48. Are you currently using any AI tools (e.g., ChatGPT, Jasper, evyAI)?
49. What AI tasks are you most interested in automating? (e.g., content, outreach, research)
50. Are you open to having AI create posts, emails, or even responses on your behalf?
51. What would be your dream AI assistant’s job description?
52. Do you want help designing prompt libraries or workflows?
🧬 Section 9: Personal Preferences & Style
53. Do you prefer voice, video, text, or written communication?
54. Morning person or night owl?
55. Do you like structure or prefer flexibility?
56. How do you like to be held accountable?
57. Any communication quirks or preferences I should know about?
58. What motivates you? What drains you?
❤️ Section 10: Fun, Philosophy & Humanity
59. What are 3 hobbies or interests outside of work?
60. What’s a fun or quirky fact about you?
61. What’s one book, quote, or idea that shaped how you think?
62. What are you most proud of in your life or business?
63. What would your best friend say about you in 3 words?
📌 Section 11: Final Notes
64. Is there anything off-limits you don’t want me to bring up or use in your content?
65. Anything else you want me to know to better support you?
66. What’s the best way to get started working together?
67. What’s one result you’d love to see in the next 30 days?
Now that you answered all these questions you are ready to train the AI on who you are and you can ask it to help you deal with issues or make you content and strategies or even help you with ideas!
Will you fill it out and maybe share some of the answers with us?
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15 comments
Joe Apfelbaum
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Train AI by having a document with Q and A about you
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