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Transform Your Practice with AI – Custom Training for BVFLS Firms
Fill this out the below details, then schedule your strategy call to get started!
Email
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First name
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Last Name
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Phone number
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Email
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Firm Name
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How many employees does your firm have?
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1–3
4–5
6–10
What kind of BVFLS work does your firm primarily do?
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Characters remaining: 400
How familiar are you with AI tools and concepts? (I ask so I can match my approach to your comfort level with AI and make sure you get the best possible starting point.)
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I’m starting from scratch ... I’ve barely explored AI tools.
I’ve dabbled with AI tools but want to be more effective.
I regularly use AI and want to strategize/optimize.
What is your top outcome for learning AI? (Tell me about the bigger picture you’re aiming for so I can recommend the most relevant path.)
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Transform how my practice works with AI.
Upskill my team so they can use AI more effectively.
Streamline my workflows to save time/increase throughput.
What is the biggest challenge AI could solve for you?
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Characters remaining: 400
Which AI topics or skills do you want to focus on first? (This helps me match you with training and resources that cover the subjects you care about most. Select all that apply.)
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Prompt engineering & tool mastery
Workflow automation & integration
AI ethics, privacy, and standards compliance
Data analytics
Team AI training programs
Not sure yet
Are your firm’s SOPs documented?
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Yes
No
How soon are you looking to start this training?
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Immediately
1–3 month
3–6 months
Just exploring
Who will be participating in the training?
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Just me
My team
Not sure yet
