What is included
Three intake forms going in. Three connected assets coming back. Plan a few hours of focused work on each form.
1. The Business Brain
The foundational document of your business. The form walks you through twelve sections: company overview, vision and mission and core values, identity and positioning, offerings, the playbook for how you deliver your work, case studies and measurable results, brand guidelines, company culture, your AI philosophy, your 12-month priorities, your FAQs, and the Founder Factor: what makes your leadership philosophy distinctly yours and how it shows up in the day to day. This becomes the living document every AI tool, prompt, and system we build will reference.
2. The Ideal Client Persona
The customer-facing companion to your Business Brain. The form captures four layers of who your single best client is: what drives them (desires, problems, mindset, buying behavior, hesitations, communication preferences), who they are on paper (demographics, lifestyle, cultural context), how they behave as a client (first contact through retention through referrals), and a final question that captures the customer’s own voice, their state described in their own words. This is who your business is built to serve, written with enough specificity that every system we build can speak directly to them.
3. The Narrator
Built on a proven brand storytelling framework where the customer is the hero. The form walks you through the structure that turns a business into a story your customer can step into: your customer as the hero, the villain and the external, internal, and philosophical problems they face, your role as the guide (empathy and authority, not hero), the plan that gets them from where they are to where they want to be, the call to action that asks for the work, the stakes if they do nothing, the transformation if they succeed, the one-liner that summarizes it all, the grunt test that confirms a stranger can tell what you offer in five seconds, and the voice your brand uses across every touchpoint.
The three assets ladder together. The Business Brain says what your business is. The Ideal Client Persona says who it serves. The Narrator says how it speaks. Together they become your business mythos: the shared identity that aligns the whole business and gives every AI system we build a foundation to reference.