Intake Form
Everything about the 5-step marketing intake: AI prefill, autosave, submitting, re-dos, and changing your answers.
How the intake form is organized (5 steps)
What each of the five steps asks, how to move between them, and how the form helps you along.
Read articleAI prefill – what it does and how to review it
How our AI researches your business between steps, what you see while it works, and how to check its suggestions.
Read articleAutosave and returning to your draft
Your answers save themselves – how to check it, how to come back later, and what "Reset draft" does.
Read articleSubmitting the intake and what happens next
How to submit, what the thank-you screen and email tell you, and what changes in your cabinet.
Read articleRe-doing your intake
How to start the intake again from scratch, how many times you can, and what happens to your current content.
Read articleChanging your answers after you submit
Change any answer from your intake in Settings, as often as you like, without a re-do.
Read articleCreate your account, browse quick answers, or send us a request.