Completing the intake

Answer

The intake consists of 7 phases that build your identity profile. This profile forms the foundation for all your content, website and communication.

The 7 phases

1. Personality (Big Five): 100 statements about your personality traits.
2. Values (Schwartz): Situations and dilemmas that map your core values.
3. Motivation (SDT): Statements about autonomy, competence and relatedness, followed by an AI deep-dive conversation.
4. Business Discovery: AI conversation about your business, offerings and positioning.
5. Client Profile (ICP): Questions about your ideal client, after which AI generates your client profile.
6. Profile Analysis: AI analyzes your complete profile and generates insights.
7. Dashboard Import: Completion screen with a summary of your profile.

Aligned Entrepreneurs import

Already a client of Aligned Entrepreneurs? You can import your existing profile.

• On the intake overview you will see a banner with "Import Aligned profile".
• Upload your Aligned JSON file, review the data and confirm.
• The first 3 phases (personality, values, motivation) are automatically filled in.
• You proceed directly to phase 4 (Business Discovery).
• The import option is available as long as phases 1-3 are not yet completed.

Steps

1. Go to Identity > Set up identity.
2. Click "Start the intake" or import from Aligned Entrepreneurs.
3. Complete each phase. Your progress is saved automatically.
4. You can stop at any time and continue later via "Save and continue later".

Tips

• Answer the statements instinctively, do not overthink.
• You can always go back to earlier questions within a phase.
• After completion, find your profile under Identity > Profile.