Client Intake: About You & Your Goals

What this workflow covers

A short intake workflow that helps you share your professional background, what you're building, and your vision for this engagement. The AI will help you brainstorm, answer questions, and draft your responses. Takes about 10–15 minutes.

Step outline

1. 1

   Welcome

   In this step, the goal is to welcome the user, orient them on what this workflow covers, and collect their name and email before any substantive questions begin. Do not ask intake questions until name and email are captured.

   - Name: User provides their first and last name. - Email: User provides their email address.

2. 2

   Your Background

   In this step, the goal is for the user to describe their professional background and what they are currently building or growing. Help them articulate their role, their practice or business context, and the stage they are at. Offer ideas and prompts if they seem uncertain. Help them draft a clear, concise response when they are ready.

   - Professional role: User describes their current role, title, or area of expertise. - What you're building: User describes the business, practice, or project they are setting up or growing. - Current stage: User describes where they are right now in the process.

3. 3

   Vision & Goals

   In this step, the goal is for the user to articulate their vision and the outcomes they want from this engagement. Help them think through what success looks like in 3–6 months, what they are most excited about, and what is holding them back or slowing them down. Offer ideas and examples if they get stuck.

   - Vision: User describes what they want their business or practice to look like in 3–6 months. - Goals for this engagement: User describes the main outcomes they want from working together. - Current blockers: User describes what is slowing them down or standing in the way right now.

4. 4

   Timeline & Priorities

   In this step, the goal is for the user to clarify their timeline and identify their top priorities. Help them rank what matters most to get done first, surface any hard deadlines, and describe their availability for collaborative work.

   - Top priority: User identifies the single most important thing to tackle first. - Timeline: User describes any hard deadlines or target milestones. - Availability: User describes how much time per week they can dedicate to this work.

5. 5

   Your Summary

   In this step, the goal is to synthesize all prior answers into a clear, structured summary the consultant can review before the meeting. Present the full summary in chat first, then ask the user to confirm it is accurate before saving. Offer to revise any section if they want to add or clarify anything.

   - Summary review: User reviews the synthesized summary of their answers. - Summary approval: User confirms the summary is accurate and ready to save.