Free RMS Onboarding Tool

Tell your AI about your business. Walk away with your whole funnel mapped out.

Download the RMS Client Intake Interview, drop it into Claude (or ChatGPT, Grok, Gemini), and it interviews you the way a strategist would. One question at a time. 30 to 45 minutes later you'll have a complete intake document we can start building from.

Download the Interview File

No signup. It's a single text file. Works with any AI that can read a document.

RMS-CLIENT-INTAKE-INTERVIEW.md
Hi! I'm going to walk you through everything we need to build your funnel. It's a conversation, not a form. Ready? First question: what's your business name?
Summit Bookkeeping Co.
Great. What's the free thing you want to give people in exchange for their email?
Honestly, no idea. Give me ideas?
Perfect, that's what I'm here for. Let's start with what you do and how you make money right now...
What You're Downloading

One file. One conversation. Everything we need to build.

Before we can build your lead magnet page, your tripwire offer, and the 25-email sequence that sells it, we need to know your business the way you know it. Normally that means a long form, a couple of calls, and a lot of back and forth. We put the whole interview into a file instead. You open it inside your own AI, it asks you the questions we'd ask, and it writes up the answers in the exact format our build team works from.

01

It asks the right questions

Eight short sections covering your business, your free offer, your paid offer, your story, your proof, your brand, and your audience. Nothing you don't need. Nothing missing that we'd have to chase you for later.

02

It helps you decide

Don't know what your lead magnet should be? Say so. The interview switches into discovery mode, asks about your skillset and how you make money today, and pitches you three lead magnet ideas and three tripwire ideas built from your own answers. You pick.

03

It hands you a finished intake

At the end you get a clean, organized document with every answer in it. Save it, send it to us, and the build starts.

Three Steps

Rapid Marketing System Intake in 3 Steps

Step 1

Download the file

Click the button, save RMS-CLIENT-INTAKE-INTERVIEW.md somewhere you can find it. Desktop is easiest.

Step 2

Drop it into your AI

Open a new chat in Claude, ChatGPT, Grok, or Gemini. Attach the file and paste the kickoff prompt below. The AI reads the instructions inside and starts asking questions.

Step 3

Answer, then send us the result

Answer in your own words. When it's done, the AI hands you your intake document. Send it to our team and we take it from there.

Download the Interview File
Copy This

Paste this in right after you attach the file.

Claude follows the file's instructions on its own. Other AIs sometimes want to summarize the document instead of running it. This prompt keeps every AI on the same track, so use it no matter which one you're in.

Kickoff prompt
You're reading the RMS Client Intake Interview. Follow the instructions inside it exactly. You are the interviewer. Ask me one question at a time and wait for my answer before asking the next. Do not summarize the document or list the questions. Start now with the opening and Section 1, question 1.
Step by Step

Pick your AI. Here's exactly what to do.

We built this for Claude and it runs the smoothest here.

  1. Go to claude.ai and sign in. Start a new chat.
  2. Click the paperclip (or drag the file straight into the chat box) and attach RMS-CLIENT-INTAKE-INTERVIEW.md.
  3. Paste the kickoff prompt and hit enter.
  4. Claude opens with a short intro and asks the first question. Answer like you're talking to a person.
  5. When you finish, Claude gives you a file (or a block of text you can copy). Save it as RMS-INTAKE-[Your Business Name].md, or paste it into a Google Doc. Send it to us.
Tip: pick Sonnet or Opus from the model menu if you see one. Either is great. On a Pro or Max plan, you can also create a Project called "RMS Intake" and drop the file into the Project knowledge so it's always there when you come back.
  1. Go to chatgpt.com and sign in. Start a new chat.
  2. Click the plus button (or paperclip) and upload RMS-CLIENT-INTAKE-INTERVIEW.md. Dragging it into the chat box works too.
  3. Paste the kickoff prompt and hit enter.
  4. If ChatGPT summarizes the file instead of asking a question, reply with: Don't summarize. Start the interview at Section 1, question 1. It'll get on track.
  5. At the end, ChatGPT gives you a downloadable file or a copy box. Save it as RMS-INTAKE-[Your Business Name].md, or paste it into a Google Doc. Send it to us.
Tip: use the full model, not a "mini" version. On a free account you may hit a message cap partway through. If that happens, wait for it to reset, come back to the same chat, and say "let's continue."
  1. Go to grok.com (or open Grok inside X) and sign in. Start a new chat.
  2. Click the attachment icon and upload RMS-CLIENT-INTAKE-INTERVIEW.md.
  3. Paste the kickoff prompt and hit enter.
  4. Grok likes to skim. If it rattles off several questions at once, reply with: One question at a time. Ask me only question 1 and wait. It'll settle in.
  5. At the end, copy the intake block and paste it into a Google Doc or a text file named RMS-INTAKE-[Your Business Name].md. Send it to us.
  1. Go to gemini.google.com and sign in. Start a new chat.
  2. Click the plus button and upload RMS-CLIENT-INTAKE-INTERVIEW.md.
  3. Paste the kickoff prompt and hit enter.
  4. Answer the questions one at a time. If Gemini tries to jump ahead, tell it: Slow down. One question, then wait for me.
  5. At the end, copy the intake block into a Google Doc (Gemini can also export straight to Docs). Send it to us.

If your AI can't take an attachment, or you're on a phone where uploads are fiddly:

  1. Open RMS-CLIENT-INTAKE-INTERVIEW.md in any text app. Notes, TextEdit, Notepad, Google Docs, whatever opens it. It's just text.
  2. Select all, copy.
  3. In your AI chat, paste the kickoff prompt first, hit shift+enter for a new line, then paste the whole file underneath it. Hit enter.
  4. The AI reads it and starts asking questions.
  5. At the end, copy the intake block into a document and send it to us.
Shortcut: this button copies the kickoff prompt and the entire interview file to your clipboard in one go, so you can skip the download and paste it straight into any chat.

Before You Start

Get more out of the 45 minutes.

Talk, don't write. Short, plain answers beat polished ones. The AI cleans it up.
Stuck on what to give away or sell? Say "give me ideas." That's the whole point of the discovery mode.
Don't have something handy, like a headshot or a link? Say "skip." It gets logged as a follow-up, not lost.
Do it in one sitting if you can. If you can't, come back to the same chat and say "let's continue."
Have these nearby: your calendar link, your domain login, any testimonials you've saved, and any old checklists, decks, or webinars you could repurpose.
Be honest about what isn't built yet. "Not built, I'll have it by the 15th" is a perfectly good answer.
The Output

A single intake document our team builds from directly.

Your intake file has every answer organized under the same headings our build team uses: your business basics, the funnel in one line, your main offer, your lead magnet, your tripwire, a content bank for the 25-email nurture sequence, your brand and assets, your traffic, and an open-items list so nothing slips. Send it over and we start on your pages and your emails. No second interview. No "quick question" emails for a week.

Download the Interview File

Our FAQs

Do I need a paid AI account?

No, but it helps. Free tiers of Claude, ChatGPT, and Gemini all take file uploads and can get through the interview, though you might bump into a message limit partway through. If that happens, wait for it to reset and pick up in the same chat. A paid plan avoids the interruption and usually gives you a sharper conversation.

Which AI should I use?

Claude. We built and tested the interview there. ChatGPT, Grok, and Gemini all work with the kickoff prompt. The end result is the same document.

What if I don't know what my lead magnet or paid offer should be?

Say so. The interview is designed for that. It'll ask about your skills, how you make money now, who you help, and what you already have lying around, then propose three ideas for each and let you choose.

How long does it take?

30 to 45 minutes if you have your answers handy. Longer if you're deciding your offers on the spot, and that's time well spent.

Can I do this on my phone?

Yes. Attaching the file is easiest on a computer, but the "Any other AI" method above works anywhere you can copy and paste.

Is my information private?

The conversation happens inside your own AI account under that provider's privacy terms. RMS only sees the intake document you choose to send us.

What happens after I send it?

We review it, flag anything unclear, and start the build: your lead magnet page, thank-you and tripwire pages, your delivery emails, and your 25-email nurture sequence. Not an RMS member yet? Book an RMS 30 Minute Working Call and we'll walk you through it.

Ready When You Are

Download the file. Open your AI. Start talking.

Download the Interview File

Questions? Reply to your onboarding email or reach us at our team.