24 questions written for the client's business, plus 10 optional deeper ones. Their answers save automatically as they type. When they submit, the diagnostic starts writing itself.
Narrated, with captions on screen. Real screens from the live intake.
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 24 questions written for their business, 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.
There is no stored question list. The engine writes every question for the client. It starts from the client's business and what they have said, so a roofer is asked about crew capacity and insurance work and a dog groomer about boarding occupancy, and each next batch is written from the answers so far. It never repeats a question already asked. The facts it has to collect stay the same for every client (revenue, team size, margin, goals and so on), so the scoring is comparable, but the wording is its own each time. After the 24 questions, the client can answer 10 more optional deeper ones, also written for them. If the engine is briefly unavailable the page waits and offers a retry rather than falling back to a generic list. After the intake, it also writes follow-up questions for your consultant to ask in person.
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 Marcus, plan on about 20 minutes." (It uses the client's actual first name on their screen.) 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. Vector Growth Advisory is prepping your full 13-section diagnostic and will reach out to schedule." (Your agency name is substituted for the client's actual agency on their screen.) 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.
There is no stored question list. The engine writes all 24 questions for each client, in their business's own terms, and adds 10 optional deeper ones. The facts it has to collect stay the same for every client (revenue, team size, margin, goals and so on) because the revenue model and the scoring depend on them; the wording and the extra questions are written fresh. It then writes follow-up questions for your consultant to ask in person, as many as that client's answers call for.
The diagnostic is written from the client's intake answers, and the engine is instructed to ground every claim in them. It can still get things wrong or add an outside estimate, so read the report before it reaches your client. You can edit it first, and you choose whether reports send automatically or only after you review them.
The engine is instructed to write direct, plain prose with no fluff, and em dashes are removed from every saved report automatically.
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.
Plan on about 20 minutes for the 24 questions, and a few more minutes if the client answers the 10 optional deeper ones. Answers auto-save so drop-off in the middle doesn't cost the answer.
You do not edit questions, because there is no stored list to edit: the engine writes each question from the client's business and what they have already said. What is fixed is the set of facts it must collect (revenue, team size, margin, goals and so on), because the revenue projection and the readiness score read them. It also writes follow-up questions for your consultant after the intake.
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.
Stored per client in your Agency HQ dashboard. The database blocks direct public access to these records, and the dashboard only shows an agency its own clients. VentureFrame, which runs the service, can also access them to operate and support it. The answers are sent to Anthropic's Claude to write the diagnostic, and Anthropic's privacy policy applies to how it handles them. VentureFrame does not train or fine-tune any AI model on them.
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 in your dashboard within about five minutes. 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.
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