Structured Goal-Setting Interview Prep

Stop winging your first client conversation. This automation reads a new client's intake form the moment it's submitted, uses AI to turn their answers into a structured, personalized set of goal-setting interview questions, and saves the finished question set to a shared bank you can open right before the session.

Instead of improvising discovery questions on the spot, walk into every first session with a client-specific script ready to go — built automatically from what the client already told you.

• Triggers instantly on new intake form submissions
• AI-drafted, client-specific goal-setting questions
• Question sets saved automatically to a shared reference sheet
• Delivered as a ready-to-import n8n automation workflow

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