Client Intake

The more we know, the better the strategy manifesto. Answer each section thoroughly — this is the foundation everything else is built on.

1. Business
2. Current State
3. Audience
4. Business Model
5. Constraints
6. Success
7. Brand Voice
8. Operations
Business Information
Basic details so we know who we're building for.
Reports and strategy docs sent here
Social Media Handles
Used to track follower growth and engagement over time. Enter handles without the @ symbol where applicable.
Current State
Understanding where they are now so the strategy meets them where they stand, not where we assume they are.
Comma-separated, without @. These feed the /spy skill to build your Hook Bank.
Target Audience
The manifesto speaks directly to their audience. The more specific this is, the more it feels like their own words back at them.
Business Model
Content strategy only works when it's tied to how the business actually makes money. This section connects the two.
Best guess is fine
Constraints
Real constraints shape the strategy. A daily pipeline for someone with 5 hours a month doesn't work. This keeps the manifesto honest.
Select platforms you already use or are comfortable with
Success Metrics
Numbers make the manifesto concrete. When we deliver the strategy and it has their exact targets in it, that's when they say yes.
This becomes the north star the entire strategy optimizes for
Brand Voice
This shapes every script, post, and email the system produces. The more specific, the more it sounds like the client — not like AI.
Recurring themes that tie all content together
Keywords their audience searches for
Operations
Final details to configure the pipeline. Almost done.
How often should the pipeline produce new scripts?
Used in CTA emails and offer sequences
Used in bio CTAs and inbound capture
Used for MRR tracking on the operator dashboard
Start date for social growth tracking baseline

Building Strategy Profile...

AOS is synthesizing the intake into a strategy manifesto, brand voice document, and agent context. This takes about 20 seconds.

✅

Client Onboarded

Profile saved. Brand voice populated. Pipeline is running in the background.

The client dashboard will be ready in about 30 seconds.

⚙ Pipeline initializing…

Open Client Dashboard →