Client Story IntakeTell your story

Tip — talk instead of type. Turn on voice-to-text and just speak your answers into the box below. Mac: the dictation key or fn fn. iPhone: the mic on the keyboard. Windows: Win + H. Or a dictation app like Whisper or Wispr Flow.

Enter to send · Shift+Enter for a new line · takes 20–40 minutes · you can pause and come back

Client Story Intake

Let's capture what we built together.

Talk with an AI built on the 80/20 method — the same questions we'd walk through to tell your story, anchored to the real numbers. When you finish, your answers come straight to the 80/20 team to build the case study, and you can download your own copy of the transcript.

Bring a P&L, a results deck, or a dashboard and drop it in anytime — we'll pull the figures directly. Takes about 20–40 minutes, and you can pause and come back.

Tip: you don't have to type — turn on voice-to-text and just talk. It's faster.

Pick your role to begin

Client

I'm the client

The CEO / operator we worked with. Tell the story in your words.

Team

I'm on the 80/20 team

Consultant or coach who ran it. The methods and the math.

Advisor

I'm an outside advisor

Sponsor, board, or banker. Independent read on the value created.