đ Works best with your intake answers in Google Sheets. Connect it and Jeremy AI reads them for you, no pasting.
Paste a new-client intake form and your package list. Get a brief, personas, ad angles, a week-one task list and a proposal draft in one file.
You'll see the intake pasted in, the kit built, and the brief, personas, tasks and proposal draft. Nothing is sent.
What this use case does and who it's for
A new client fills out your intake form. Now you've got a pile of answers and a lot of busywork. Jeremy AI turns it into a client kit in one Markdown document:
A one-page client brief: who they are, the goal, the pain, the budget and the risks.
A research starter: 3 personas with their pains, and 3 ad angles.
A first-week task list with owners and days.
A proposal draft that recommends ONE package from your list, with your price, the scope, a 3-week timeline and the next step.
It's for agency owners and consultants who onboard new clients. Everything is a draft. Nothing is sent to anyone.
What you need before you start
A Jeremy AI account. Nothing to connect to try the sample.
The client's intake answers, pasted as text. In the sample: business, goal, monthly ad budget, current marketing, best service, average client value, biggest pain, tone and timeline.
Your package list with exact names, prices and what's in each one.
How to set it up
You use the default Jeremy AI worker. There's nothing to build.
Open Jeremy AI and start a new chat. Check the worker selector says Jeremy AI.
Paste the prompt below. Swap in your own intake and your own packages.
Click Send message.
Wait. In the walkthrough, Jeremy AI builds the kit while the video runs it at 9x speed. Plan on a few minutes.
Open the file card when it lands.
Scroll the brief, the research starter, the tasks and the proposal.
Check the facts against your intake. Check every price against your package list.
Copy the proposal into your own tool, edit it, and send it yourself.
The prompt
This is the exact prompt from the walkthrough. The business, the contact and the packages are SAMPLE and made up. Replace them with yours.
Turn this SAMPLE (made-up) new-client intake form into a client kit. Use ONLY the intake and the package list below. Don't invent facts, results or prices beyond them.
Give me: 1) a one-page client brief (who they are, goal, pain, budget, risks); 2) a research starter: 3 patient personas with pains and 3 ad angles; 3) a first-week task list with owners and days; 4) a proposal DRAFT recommending ONE package with the price from my list, scope, 3-week timeline and next step (drafts only, nothing sent). Keep it concise. Save it all as ONE Markdown file (.md), not a Word file.
INTAKE:
Business: SAMPLE Brightside Dental Studio (fictional), city: Springfield (made-up)
Contact: Jordan Reyes (SAMPLE), role: owner
Goal: more new-patient bookings from ads; wants 25 new patients a month, currently gets about 9
Monthly ad budget: $4,000
Current marketing: one Facebook page, a Google Business profile, no email list, no landing page
Best service: teeth whitening and Invisalign consults
Average patient value: $1,800
Biggest pain: "Ads brought clicks but front desk misses calls and nobody follows up"
Tone: friendly, not salesy
Timeline: wants to launch in 3 weeks
OUR PACKAGES: Starter $1,500/mo (1 landing page, 4 ad creatives, monthly report); Growth $3,000/mo (Starter + lead follow-up scripts, 8 creatives, weekly report); Scale $5,500/mo (Growth + email flows, call reviews, CRO tests)
Prompting tips and how to adapt it
Keep "Use ONLY the intake and the package list." It stops invented facts, results and prices.
Always paste your real package list. The proposal can only recommend a package you've given it, at the price you've given it.
Ask for ONE recommendation. A proposal with three options is harder to say yes to.
Ask for a Markdown file. Say ".md, not a Word file." A Word file can't be previewed in the file card.
Keep "drafts only, nothing sent."
Keep it concise. Ask for one page for the brief, and the answers stay short.
Add your own details. Want 5 personas, a 30-day plan, or a different timeline? Say so in the ask.
Swap the audience. The same prompt works for coaches and consultants. Change "patient" to whatever your client calls their customers.
The result to expect
One Markdown file, a document you can open and edit. With the sample intake (a made-up dental studio), the file has:
The brief. The goal is 25 new patients a month, up from about 9. The budget is $4,000 a month. The pain is missed calls and no follow-up. The tone is friendly. The launch is in 3 weeks.
The research starter. 3 personas and 3 ad angles. The angles in the video are speed and ease, transformation with proof of process, and local trust.
The first-week task list. It runs Day 1 to Day 5, with an owner on each task, either the agency or the client.
The proposal draft. It's marked as a draft. It recommends the Growth package at $3,000 a month, and says why. The follow-up scripts fix the missed-calls pain, and Starter doesn't have them. It lists the scope, a 3-week launch timeline and a next step. It also notes that the ad budget is paid separately to the ad platforms.
Prices should match your package list exactly. There should be no invented results or guarantees.
These are sample numbers and a sample business. Wording changes from run to run. Check the facts, not the exact text.
Common mistakes and fixes
The file comes back as a Word file with no preview. Ask again, and keep "Save it all as ONE Markdown file (.md), not a Word file" in the prompt.
A price is wrong. Check it against your list. Ask Jeremy AI to fix it using only your package list.
It invents a result or a guarantee. Delete it. Remind it: "Don't invent facts, results or prices beyond the intake and the package list."
The package pick doesn't fit. Give it your rules. For example: "Recommend the package that fixes their biggest pain and fits their budget."
The placeholders are still in the proposal. Fill in your name and agency before it goes anywhere.
You expected it to send the proposal. It doesn't. It's a draft. You send it yourself.
Real client details in a test. For practice, use a made-up business.