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Module library

AI intake wizard

Client intake that adapts to each prospect. It asks 4 to 7 questions based on what they say, reads their public website, and drafts a brand brief your project manager has in hand before the first call.

A form gets you a name and a budget. This gets your project manager a brief. The prospect writes a sentence or two, the wizard reads their website, drafts their tone, audience, what they sell and what is missing, then asks only about what is still unclear.

It is not tied to one AI company, so switching to a better model is a one-line change. If the AI is down, the wizard still collects the answers as a normal form and marks the brief as written without AI. A prospect is never left waiting on it.

Related modules

Also in AI with guardrails

Bring me a real operations problem. I will show you the system running before you sign anything.

The Ops Leak Audit is the fixed-price first step: I count the hours your tools cost your team, then price the fix. Rather talk first? Book a 30-minute call. If it is not a fit, you still leave with notes you can use.