JEEVES INTAKE CALL — 30 MINUTES

"The goal: walk away with everything needed to build their SOUL.md before the demo."

Call Structure

0:00–2:00
Warm Open
"Tell me a bit about your business — give me the 60-second version"
2:00–8:00
Business & Customers
Cover form Section 1-2 gaps. Probe: "Who's your best customer? What makes them your best?"
8:00–14:00
Pain Points & Frustrations
"Walk me through a frustrating week. What fell through the cracks?" "What does your inbox look like on a Monday morning?"
14:00–20:00
Key People & Communication
"Who do I absolutely need to know about? Who's urgent, who's low priority?" Confirm persona + tone preference.
20:00–26:00
Goals & Success Vision
"If Jeeves does its job, what does your life look like differently in 90 days?" "What's the one thing that, if it happened every morning, would make this worth it?"
26:00–30:00
Logistics & Close
Confirm Telegram is installed. Walk them through starting the bot. Set expectations: "You'll have your Jeeves configured and live within 48 hours."

Probing Questions

Reference these throughout the call to dig deeper.

"What's the last thing that slipped through the cracks?"

"If you had a perfect assistant, what's the first thing you'd hand off?"

"What does your Monday morning feel like right now?"

"Who's the one person you absolutely cannot drop the ball with?"

"What would your team say you spend too much time on?"

SOUL.md Build Checklist

Check off as you go through the call.