Creator AI Starter Kit · Client Intake

Step 1 of 10 · Your business

Let's start with
the basics.

This helps me understand your business before building anything. Takes about 15 minutes total.

Step 2 of 10 · Your team

Who's on
your team?

I need to understand how many people will be using this system and what they do — so the prompts cover the right jobs.

Check all that apply

Step 3 of 10 · Brand voice

How does your
brand sound?

This is the most important section. Your answers here become the foundation of every prompt in your system.

e.g. "confident, direct, warm, no-fluff, professional"

Be as specific as possible — who are you actually talking to?

An email, caption, pitch, or any text that sounds exactly how you want to sound. The closer to your real output the better.

Step 4 of 10 · Language rules

Words you use.
Words you hate.

AI will default to generic marketing language unless you tell it not to. This section locks in your vocabulary.

Specific terms, industry lingo, or phrases that feel natural to your brand

Generic AI filler, overused buzzwords, or anything that would make you cringe

Does your tone shift between emails, captions, and pitches? Describe the differences if so.

Step 5 of 10 · AI use cases

What do you use
AI for today?

Select every task your team currently does with AI — or wishes it could. I'll build prompts for your highest-priority ones.

Step 6 of 10 · Pain points

Where does AI
let you down?

Be specific and blunt. The more honest you are here, the better I can fix it.

Step 7 of 10 · Your talent roster

Tell me about
your creators.

I'll build prompts that account for the type of talent you work with — their niches, platforms, and how you talk about them externally.

e.g. lifestyle, fitness, gaming, beauty, finance, travel, food

Step 8 of 10 · Tools & workflow

What tools does
your team use?

I'll make sure the prompts and SOPs fit into your existing workflow — not create a new one to manage.

Step 9 of 10 · Priorities

What matters
most right now?

This helps me decide which prompts to build first and what to include in the Loom walkthrough.

Not urgentNeed it yesterday

Think 90 days out — what gets better, faster, or easier?

These become the "day one" prompts in your kit — the ones I demo in the Loom walkthrough.

Step 10 of 10 · Anything else

Last one —
open floor.

Anything that doesn't fit neatly into a question. The more context you give here, the better the kit.

You're all set.

Your intake is submitted. I'll review everything and start building your system — you'll hear from me within 24 hours with a confirmation and any quick follow-up questions.

What happens next

I'll review your answers, build your brand voice guide and prompt library, record the Loom walkthrough, and share a Notion workspace with you — all within 48 hours of this submission.

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