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Select an intake to start.
1 Blueprint
Copy the coaching prompt (it already includes the client's answers), run it in your AI tool, and paste the blueprint it returns.
2 Step-by-step guidance
Copy a guidance prompt, run it, and paste the JSON. Doing pillars 1–4 and 5–8 separately avoids answers getting cut off. Paste each batch and click Add.
3 Review
This is the client's grid. Open the previews to try it exactly as they'll see it (nothing is saved).
4 Publish
Published. The plan is in the client's account, and the intake is marked delivered.
Email the client that it's ready