Client Discovery Portal

Help your Skilled Employees learn your business.

Complete the following information before we begin building your project. Keep your answers short and factual. If you don't know something yet, choose UNKNOWN. Please do not guess.

You don't have to finish everything today. Your answers are saved to your account, so you can log out and continue later.

Save & continue anytime

Your answers are saved to your account. Log out and pick up exactly where you left off — from any device.

Built around the worksheet

All nine discovery sections, every original question, with the right field type for each answer.

Clean AI Studio brief

When you're done, we generate a structured, copy-ready Project Brief for your Skilled Employees.

How it works

  1. 1

    Create your account

    Sign up with your name, business, and email. Accept the account agreement to get started.

  2. 2

    Answer the nine sections

    Work through Business Basics, Services, Branding, and more. Mark anything you don't know as UNKNOWN.

  3. 3

    Review & submit

    Certify your information is accurate, then submit to generate your AI Studio Project Brief.

Your password is securely hashed and never visible to Skilled Employee personnel.

Ready to teach your Skilled Employees about your business?

It takes just a minute to create your account. You can come back anytime.

Get started