Strategic Intake | UpShift Collective

How you work today

Section 1 of 5

What other software tools are core to how you run your week?

Procore, Autodesk, Bluebeam, Sage, Jonas, OneDrive, Teams, whatever it is. Just list them.

Rate your current AI fluency.*

Between running the company, your YPO leadership work, and the board work you carry, what does your personal week actually look like, and where does your time go?*

Where it hurts

Section 2 of 5

What are the top three things eating your week right now?*

1.

2.

3.

What is the single biggest blocker getting in the way of you doing your best work right now?*

Where do things fall through the cracks most often?

Pick all that apply.

Where AI might help

Section 3 of 5

Looking at your business, where do you think AI could make the biggest difference?*

Estimating, project management, communication, document handling, EN/FR workflows, whatever it is. Your gut.

Looking at your personal workflow, where do you think AI could make the biggest difference?*

What are the top one or two strategic priorities for the business right now?*

1.

2.

What good looks like

Section 4 of 5

Logistics

Section 5 of 5