Twenty adaptive questions the engine writes for each client, not a template. Their answers save automatically as they type. When they submit, the diagnostic starts writing itself.
Every consulting engagement starts the same way: you spend 60 to 90 minutes on a discovery call gathering context: revenue, team, offer, sales process, bottlenecks, financials, goals. Half of what you learn you already suspected. The other half the client could have written down in a form.
VentureFrame moves that whole conversation onto the client's plate, before the meeting. They answer 20 targeted questions on their own time. Your consultant walks into your session with everything already known, and spends the hour on strategy, the part that actually gets paid for.
The intake isn't generic. The engine reads what the client tells it as they go and adapts. A one-person SaaS gets different questions than a 20-person marketing firm. No template. Every intake is unique.
You invite them from your Agency HQ dashboard by entering their name and email. The engine sends the client an email with a one-click link, your name in the from-line, VentureFrame on the diagnostic itself, if you supplied one.
No sign-in required. Their name and business are already pre-populated. First screen: "Hi [name], this takes about 15 minutes." Big green Start button.
Questions arrive one screen at a time: biz name, industry, stage, team size, revenue band, top offer, customer type, how they get customers, sales process, avg deal size, biggest bottleneck, hardest truth, 12-month goals, team structure, financial health, biggest win, biggest loss, anything else. Answers auto-save as they type, closing the tab or losing wifi doesn't lose their work.
Instant confirmation: "Intake received. [Your agency name] is prepping your full 13-section diagnostic and will reach out to schedule." An executive summary is generated for them, a plain-language reflection of what they told you, plus meeting-prep questions and what to bring.
This is the actual intake page your clients see. Nothing hidden, same styling, same flow, same auto-save behavior.
Answers auto-save. Close and come back later.
The moment your client hits submit, three things happen in parallel, before you even open your dashboard.
All 20 answers save to your client's profile card in the CRM. Field-by-field breakdown you can scroll or export.
Marketing, Ops, Financial Health, Team, Strategy, Executive Summary, Priority Actions, Growth Model, Differentiation, Investor Readiness, 12-Month Roadmap, plus Monte Carlo revenue projection and Investor Readiness Score.
The brain reads the intake and the auto-generated blueprint, then writes the right number of in-person follow-up questions for you to ask when you meet with your client. No template. Includes a stopping-criteria paragraph.
Every intake is written by the engine for that specific client. A pre-revenue solo founder gets questions about validation and time-to-first-check. A 15-person consulting firm gets questions about pricing power and consultant utilization. No two intakes are identical.
Every follow-up question and every diagnostic claim traces back to something the client actually said in intake. The engine can't invent numbers, dates, or names. If it wasn't in intake, it doesn't appear in the report.
A banned-word list is enforced at generation. Words like "leverage," "streamline," "robust," "seamless," "delve," "unlock," "empower" get stripped or rejected. Adversarial reviewer checks tone before anything reaches the client.
Intake pages have no signup gate, no card capture, no upsell. The client experience is short, respectful, and does one thing well: gather what your consultant needs to walk in prepared.
Median 12-14 minutes for a fully-completed 20-question intake, across the clients who have used it so far. Answers auto-save so drop-off in the middle doesn't cost the answer.
The 20-question core is standard, but the engine writes the actual wording for each client based on the industry and biz stage they enter in the first three questions. Custom question sets on top of the core are on the roadmap for the Enterprise tier.
Both names. You are credited as the consultant who sent it, in the from-line, the intake header and the confirmation screen. The diagnostic itself carries VentureFrame, so your client knows you brought them a real engine rather than a template.
Their answers auto-save on every field. They can close the tab, come back tomorrow from any device, and pick up exactly where they left off, the invite link stays valid.
Isolated per-client in your Agency HQ dashboard. Encrypted at rest, no cross-client access, backed up daily. Only you and admins on your agency plan can see them. Nothing is used to train external models.
Yes. Fully responsive. Most clients complete on their phone.
The moment the client hits submit, the engine writes the full 13-section blueprint using their answers as source-of-truth. In parallel, it writes the right number of in-person follow-up questions for your consultant to ask when you meet. Both are ready in your dashboard within about 60 seconds. See how the diagnostic works.
The consultant follow-up questions are designed to probe exactly those spots. The engine reads the intake for weak or contradictory answers and generates targeted questions the consultant can ask live to close the gaps.
Yes. On the demo call I'll walk you through a real (anonymized) intake with the demo agency account end-to-end, plus the diagnostic it generated. Book here: calendly.com/jacobpitchford-lbos.
Same-day. Immediate access after payment. You sign in to your Agency HQ, invite your first client, and they can complete intake within the hour.
Book a quick demo. I'll walk you through a live intake, the diagnostic it generates, and the CRM your team will use every day.
Book a demo →