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TARA CLAEYS

Striving for Productivity, Efficiency and Happiness

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Please fill out as much of this questionnaire as you can to help us prepare to be more productive in our time together!

Please Confirm Date & Time of Meeting
MM slash DD slash YYYY
Time

: Hours

Minutes

AM/PM
Name*
First Last
Email*
Address Where We Will Meet
I will meet you at your office or home.

Street Address Address Line 2 City State ZIP Code
Phone
How "Tech Savvy" are you?
- I love technology and am comfortable with it.
- I am pretty good with it once I learn how to use parts of it.
- I like some things, but am generally afraid of technology.
- I hate technology!
Computer
What type of devices do you own/use (not counting cell phone)?
- Mac - laptop
- Mac - desktop
- iPad
- PC - laptop
- PC - PC - desktop
What browser do you use most often?
- Google Chrome
- Safari
- Firefox
- Edge
- Explorer
- I don't know
What type of email account do you have?
- Gmail/Google
- Microsoft Outlook
- Domain host webmail (ie GoDaddy, Bluehost)
- Not sure
How do you read your mail on your computer?
- MacMail
- Outlook
- Browser (Gmail, Webmail)
Are you happy with your email service?
- Yes
- No
- Not sure
Do you have a Google/Gmail account?
- Yes
- No
- Not sure
What is your biggest technology challenge or frustration when using your computer?
Cell Phone
What kind of cell/smart phone device do you use?
- iPhone
- Android
What email app do you use on your phone?
- Apple Mail
- Gmail
- Outlook
- Not sure
What are your favorite apps on your phone?
Not counting social media apps!
Are there any apps or types of apps you interested in learning about?
Productivity
How often do you check your email inbox?
How many UNREAD messages are in your inbox right now?
How many total messages are in your INBOX right now?
Do you use any type of written planner or notebook?
- Yes
- No
Do you use a cloud-based calendar (Gmail, Outlook, Apple/Mac Calendar)
- Yes
- No
If you use a planner, how often do you use it?
- Every day
- Every few days
- Weekly
- Occasionally
- Rarely
Do you use an online password manager (Last Pass, 1 Password)?
- Yes
- No
Do you use a cloud based storage system? If so, please select the service(s) you use.
- Select All
- Dropbox
- Google Drive
- One Drive
- Box
If you do not use a password manager, please bring any notes or lists of passwords to our meeting.
What do you think is your biggest productivity challenge?
List any habits you would like to change to be more productive.
What are you hoping to learn and accomplish during our meeting?
Anything else you want me to know?

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@TaraClaeys

Tara Cosacchi Claeys

Slack Business of WordPress Group

Outspoken Women

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About Tara

Tara Claeys is the owner of Design TLC and co-founder of Nice Work, LLC, website design and development businesses located in Arlington, Virginia.

She also co-hosts the podcast Hallway Chats with Liam Dempsey. Take a listen! We're on iTunes, Stitcher and all the things.

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