1Identity
◆ Level 1 · MCP
2Goals
◆ Level 2 · Single-Agent
3Capabilities
◆ Level 3 · Skills
4Team
◆ Level 4 · Multi-Agent
5Knowledge
◆ Level 5 · Agentic RAG
6Continuity
◆ Level 6 · Memory
7Review
◆ Final · Submit
Personal Business Vertical · 6-Section Intake

Six sections. one system.

Every question maps to one of the six AI Agent levels. What you tell us here becomes the ground floor of your snapshot — and eventually, the ground floor of an automated business system. Autosaves as you type. Come back anytime.

Level 01 · MCP · Model Context Protocol

Identity.

Who you are, where you live online, and what tools you're already plugged into. This is Level 1 · MCP — the connection layer. Every credential, handle, and platform you list here becomes something the snapshot can point to or pull from.

Your niche ◆ REQUIRED

Pick the closest match. The demo below updates so you can see what your snapshot will look like as you fill this out.

Live demo preview
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◆ Live · This is a real template we've built for this niche. Yours will be brand-matched during production. Everything is customizable.
Section 1 of 7
Level 02 · Single-Agent · Autonomous Outcome

Goals.

A snapshot works best when it drives one clear outcome. This is Level 2 · Single-Agent — you tell us what one thing the site should be optimized for, and every design decision downstream flows from that.

Every design decision flows from this. Yes, you can adjust later — but the snapshot builds one direction better than trying to build 5 directions all at once.
Be specific and small. "20 new clients" beats "grow the business."
The more you write here, the more the site can speak directly to them.
The FAQ + hero framing address this objection head-on.
Section 2 of 7
Level 03 · Skills · What You Actually Do

Capabilities.

Your services, offers, and pricing. This is Level 3 · Skills — the catalog of what you can do, at what price, in what time. Everything here becomes a pricing card, a service block, or a tier ladder on the site.

The site auto-builds pricing cards from what you write here. Format doesn't have to be perfect — we'll clean it up.
The site places a "Most Popular" tag on this one.
These get their own hero section on the site — huge differentiator.
Section 3 of 7
Level 04 · Multi-Agent · Your Ecosystem

Team.

You're not doing this alone. This is Level 4 · Multi-Agent — everyone in your orbit who makes the operation work. Collaborators, referral partners, family in the biz, staff, contractors. The multi-agent network powering you.

Include name, role, and what they specifically bring. Optional but valuable — the site can feature them.
Shows depth of ecosystem. Optional.
Section 4 of 7
Level 05 · Agentic RAG · Your Body of Work

Knowledge.

The retrievable proof of what you've done. This is Level 5 · Agentic RAG — credentials, testimonials, media, content library. Every certificate, every win, every article. The knowledge base the snapshot pulls from to make you feel real to a stranger.

The site places these in a credentials strip — the small-business equivalent of the football "playing career" strip.
Section 5 of 7
Level 06 · Memory · Client Continuity

Continuity.

How do you keep clients over time? This is Level 6 · Memory — the ongoing relationship layer. Retention systems, memberships, community, family programs. What turns a first cut into a lifetime client into legacy.

Retention offers are the most valuable thing a snapshot can convert on.
This is one of the most powerful signals for personal-business snapshots.
Legacy positioning. The site can hint at it without over-promising.
Section 6 of 7
Final · Review · Submit

One last look. then we build.

Review what you've entered. Click Edit on any section to fix anything. When ready, hit submit — you'll get a confirmation email + a booking link for a 30-min kickoff call within 24 hours.

Section 7 of 7 · Ready to submit

Intake received.

You'll get a confirmation email + a booking link for a 30-min kickoff call in the next 24 hours. If you don't see it, check spam or ping us at hello@tojcampaign.com.

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