Manta AI — Client Discovery Form

01

Who You Are

→ Blueprint: Identity

Your full name

Your profession or role

Be specific. Not "entrepreneur" — what do you actually do? e.g. "Freelance interior designer", "Owner of a 3-chair hair salon", "Independent HR consultant"

Business name (if you have one)

Where are you based?

Who do you work with / serve?

Describe your typical client or customer. Who are the people you help?

02

Your Work Right Now

→ Blueprint: Projects

What are you actively working on right now?

List your current projects, clients, or goals — even if they're half-started. Be specific.

What's taking up the most time in your week right now?

The task you keep doing that feels repetitive, slow, or like it should be easier.

What would you most like AI to help you with?

If you had Claude working properly for you tomorrow — what's the first thing you'd want to do with it?

03

Your Voice & Style

→ Blueprint: Voice calibration

How would you describe your communication style?

How do you naturally write and speak? What feels like "you"?

Direct and to the point — I cut the waffle Warm and conversational — I like it to feel human Professional and structured — formal tone suits my clients Creative and expressive — I use personality and colour in my writing Analytical and evidence-based — I lead with data and logic

Give me an example of something you've written that sounds like you

Paste a paragraph from an email, proposal, social post, or message — anything you wrote and felt "yes, that's me." This is the most useful thing you can give me.

What does AI-generated content sound like when it's NOT you?

What are the red flags that make you say "this doesn't sound like me"? Specific words, tones, phrases to avoid.

How formal should your outputs be — on a scale of 1 to 5?

1 = very casual (texts, DMs) · 5 = very formal (legal, corporate)

1 — Casual 5 — Formal

04

How You Want Claude to Behave

→ Blueprint: Behaviour rules

When you ask Claude something, how do you want it to respond?

Short and direct — give me the answer, not the explanationBest for quick tasks, drafts, decisions Structured — use headers and bullet points so I can scanBest for documents, plans, reports Conversational — talk me through it like a colleague wouldBest for thinking out loud, strategy, decisions Mix — short for simple things, more detail for complex onesBest for varied daily work

Do you want Claude to push back or just do what you ask?

Push back when something seems wrong — I want the challengeTell me if my approach has a flaw before running with it Do what I ask — I'll decide when to question thingsExecute first, I'll redirect if I need to Light suggestions — flag concerns briefly, then proceedOne line of context, then get on with it

Anything Claude should never do in your outputs?

Specific phrases, formats, tones, or behaviours that would make you immediately reject the output.

05

Your Tools & Technical Setup

→ Blueprint: Context

What device do you primarily work on?

Mac Windows PC Both Mac and Windows

What tools do you use every day for work?

Tick everything that applies.

Have you used Claude before?

Never — this is my first timeWe'll start from the very beginning Tried it once or twice, didn't stickYou know the basics, we'll build structure Use it occasionally but inconsistentlyWe'll systematise what you already do

What concerns do you have about using Claude in your business?

Be honest — these are exactly what we'll address in the sprint. Common ones: "Will it sound like me?", "Is it safe?", "What if it gets things wrong?"

06

What Success Looks Like

→ Blueprint: Goals

What would "this worked" look like for you at the end of 2 weeks?

Be specific. Not "use AI better" — what would actually be different about your day?

The one task you want sorted above everything else

If you only took one thing from this sprint, what would make it worth every cent?

Anything else I should know before we start?

Tell me about you.
So I can build for you.

That's everything.

Tell me about you.So I can build for you.

That's everything.

Tell me about you.
So I can build for you.