Reviewing and editing the intake profile

Once a client has completed intake, check their answers before you generate anything. The intake profile is the input to every Align deliverable, so time spent getting it right here saves regenerating packs later.

Where to look

Open the client's detail page and go to the Intake tab. It shows the answers Jo captured, grouped by section, so you can read the profile the way it was collected. You can review each answer and edit any that are wrong, missing or out of date.

Exporting

A CSV export is available from the Intake tab if you want the answers outside the platform, for example to review them alongside your own notes or share them internally.

Why it matters

The accuracy of the intake shapes every deliverable that follows. The diagnostics, worksheets and roadmaps all read from these answers, so fix any gaps or errors here before you generate Sam. A weak intake produces a weak pack no matter how well the agent runs.

Once the profile reads correctly, you are clear to generate the Workshop Pack.