Your onboarding with Jo
Completing your intake
How to work through your intake with Jo, and why it matters.
Completing your intake
Your intake is the first thing you do in the portal. It is a short, guided form that Jo, your onboarding agent, walks you through to capture a clear picture of your business. Everything you do next is built from what you share here, so it is worth getting right.
What it captures
Jo asks about your business profile one section at a time. Between them, the sections cover:
- Business basics
- Revenue
- Customers
- Tools and data
- Partners
- Readiness and goals
- Your brand and your consent to work with us
Each section is short and in plain language. You answer in your own words.
How it works
The form is split into sections so you can move through it at a comfortable pace. It autosaves as you go, so you can stop at any point and come back later without losing your place. Most people finish in around 15 minutes.
At the end there is a review step, where you can look back over everything and make any changes before you finish.
Why accuracy matters
Every deliverable your consultant builds starts from your intake. The more accurate and honest your answers, the more useful your Workshop, Opportunity Map and Partnership Playbook will be.