Clients
Every client, one place.
Client Intake is completed once per client, in their own words, and reused by every campaign for that client.
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Client Intake is completed once per client, in their own words, and reused by every campaign for that client.
Complete this once per client, in the client's own words. Reused by every campaign for this client.
Paste the tl;dv (or any) call transcript. This proposes every Client Intake answer it can, in the client's own words, with the supporting excerpt shown — every suggestion still needs your review and approval before it counts. Offer-specific answers from the same call can be auto-filled again from inside a campaign's Offer Intelligence step.
Identity
Offer Intelligence → Campaign Strategy → Ad Copy → Conversion Form → Creative Brief → Visual Review.
Status: Draft
Paste the same (or a different) call transcript. This proposes offer-specific answers only — never JWeis's own services or the client's advertising needs — with the supporting excerpt shown. Already-approved fields are never overwritten.
Required before Campaign Strategy can be locked.
Up to three. AI never writes, chooses, modifies, or evaluates these.
One click writes the brief PDF to Drive. The brief and its Access Brief link then appear on Visual Review, where the designer works. Designer rule: follow the brief exactly. Do not rewrite the copy or add footage, text, icons, effects, or design elements that were not requested.
Save the brief on the previous step to generate the designer link.
V1: manual entry and search only. AI may use these as structural inspiration — never as facts about a specific client.
Reference only — documents how JWeis campaigns are built and approved. Never a client questionnaire.
The One Outcome Rule
Every campaign must have exactly:
Locked Workflow
Campaign Engine — team access