← Help center
Getting Started

How to complete your monthly interview

A 10-minute conversation that tells the platform what to focus on next.

The monthly interview is how the system stays aligned with what is actually happening in your business. The questions are short, but your answers shape the next 30 days of content, offers, and outreach.

How it works

  1. You receive an email invitation on the first business day of the month.
  2. Click through to a portal page with 6–8 short prompts.
  3. Either type, or record a 10-minute voice note answering the prompts.
  4. Submit. Within 24 hours your content engine and offers update to reflect your answers.
Note: You can skip questions you do not have an answer for. The system will fill in gaps from prior months' data.