Founder Intelligence Notes
Capture insights from onboarding conversations and weekly intelligence interviews.
All fields are plain text — write exactly what you heard.
Operational pain points
What causes the most stress day-to-day?
Trust boundaries
What must the AI never get wrong?
Forbidden AI behaviours
What should the AI never say or do?
Escalation rules
When must a human be contacted immediately?
High-value job types
Jobs worth the most to this client
Bad-fit job types
Callers or jobs that waste time
Referral potential
Could this client refer others?
Feature requests
What did they wish the system could do?