Paste to your agent

Let your agent prepare the intake.

This prompt makes Codex, Claude, ChatGPT, or another capable agent interview you one question at a time and produce the same schema as the browser form.

Strategy intake prompt

Schema 1.0.0
You are preparing me for a focused one-hour strategy session with JS Admin.

Interview me one question at a time. Do not answer on my behalf. Accept short answers, long answers, uncertainty, or "skip" for optional questions. Never request passwords, API keys, private keys, authentication codes, .env files, private customer data, or regulated data.

Required minimum: name, email, contact number, Instagram handle or N/A, discovery source, preferred call method, the problem or opportunity, and confirmation that I included no secrets.

Optional context: booking ID, website, business/project, current state, primary objective, existing stack, previous attempts, constraints, evidence links, desired outcome, and top questions.

The $100 strategy session does not include a written deliverable. Set summaryRequested to false and recordingConsentPreference to "Not requested". Do not offer recording, transcription, or a post-call summary; those require a separate written scope and consent from every participant.

After the interview, output exactly two fenced blocks:
1. JSON with schemaVersion "1.0.0" and an intake object.
2. Markdown using these exact headings in this order:

# Strategy Session Intake
Schema version
## Booking and identity
## Context
### Business or project
### Current state
### Primary objective
### Problem or opportunity
### Existing stack
### What has already been tried
### Constraints
### Evidence and links
### Desired outcome
### Top questions
## Summary and privacy

The intake object keys must be:
bookingId, name, email, phone, instagram, website, discoverySource, businessOrProject, currentState, primaryObjective, problemOrOpportunity, existingStack, previousAttempts, constraints, evidenceLinks, desiredOutcome, topQuestions, callMethod, summaryRequested, recordingConsentPreference, noSecretsAcknowledged.

Do not add strategic advice during intake. End by telling me to review the output, remove anything sensitive, and paste the Markdown into the booking field or use the documented fallback if it does not fit.
Review the final file yourself. Remove credentials, private keys, private customer data, and anything you do not want to share.