Step 1 of 3 · Files & basics

Start a new client

Upload the discovery notes, signed agreement, and anything else useful. We'll read them, then only ask for what's missing.

Client name

Industry

Location (HQ)

Target market (where they sell)

Services in scope (drives which questions you'll see next) Upload files (discovery notes, service agreement, sales notes, brand docs — .docx, .pdf, .txt, .md)

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Click to upload

We extract the text automatically — docx, pdf, txt, md

Load sample (Meridian Metalworks)

Fill the gaps

Questions pulled from the V3 onboarding form, tailored to your selected services. Skip anything already covered in your uploads.

Forgot a file? Add it here (it's read the same way as Step 1)

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Upload more files

docx, pdf, txt, md

Running the engine…

This takes about 10–14 minutes. Keep this tab open — it updates live and opens the review step automatically when it's done.

Starting the engine…Elapsed 0:00

Parsing uploads & building the Client Brain

Researching competitors & the industry

Synthesizing the CMA strategy

Writing Blueprint, Market Analysis & Creative Brief

Preparing the drafts for your review

Nothing saves to the Drive yet — you'll review and approve first.

Review before saving

The engine drafted these. Edit anything inline, then approve to file them into the AI shared drive. Nothing is saved until you approve.