How to complete your Codex
(Optional) Run AI analysis
Click Refresh Info to open a pop-up where you can:
- Enter a website URL for AI to scrape and analyze
- Upload documents (PDF or DOCX) with existing brand materials
- Or both at the same time
- Download an offline template — click the “Need help getting started? Download our template” link at the bottom of the pop-up to reveal a download button. Get a pre-formatted Word (.docx) file with all 58 questions, fill it out offline, then upload the completed file here to have AI extract your answers.
Review and complete your answers
Work through all 10 sections. If you used AI analysis, review the pre-filled answers and adjust them to be accurate.Use the progress sidebar on the right to:
- See your overall completion percentage (color-coded from red to green)
- See per-section progress
- Click any section name to jump to it
Save your work
Click Save Codex when you’re done. A yellow banner will appear if you have unsaved changes.Your answers are also backed up to your browser’s local storage, so you won’t lose work if you close the tab accidentally.
Question sections
| Section | Questions | What it covers |
|---|---|---|
| Core Purpose & Positioning | 7 | Mission, origin story, core values, business type, differentiators, outcomes, flagship offer |
| Audience Insights | 4 | Ideal client profile, familiarity level, key challenges, common DIY mistakes |
| Offer Details & Outcomes | 5 | Core features/benefits, unique method, client impact, success path steps, guarantees |
| Emotional Resonance & Storytelling | 7 | Emotional hooks, metaphors, client language, natural speech patterns, hidden gems, mic-drop line |
| Voice & Style | 13 | Signature energy, brand voice description, off-limits language, tone models, visual feel |
| The Raw Material | 6 | Natural speaking style, fired-up words, off-limits phrases, real-life phrases, manifesto |
| The Psychology of You | 6 | Industry anger, unspoken truths, draining vs. energizing clients, motivation, magnetic fears |
| Signature Energy & Style Snapshot | 4 | Energy words, brand soundtrack, tone references, podcast sentence |
| Credibility & Proof | 3 | Awards/certifications, case studies with metrics, testimonials |
| Market Landscape & Assurance | 2 | Competitive gaps, legal/medical/ethical disclaimers |
Tips
- Be specific. The more detailed your answers, the better AI replicates your voice in generated content.
- Don’t rush. Your Codex is the foundation for all AI content. Take time on each answer.
- Review AI suggestions carefully. They’re a starting point — edit them to reflect your actual brand.
- Update quarterly. Revisit your Codex as your business, market, and audience evolve.