Hipson Investments — Discovery Day intake

Thursday, August 13, 2026 · On-site · Pulseaa Client Discovery Framework · Team-only live shared form — sign-in required; it saves itself as you type and again every minute.
Every field gets an answer or the word “unknown” (use the unknown button) — an unknown becomes an Open Item in §9. Yellow = still owed an answer. Green = answered. Pre-filled green items are what we already know — correct them if the room disagrees.

Credentials never touch this form. Record that a system exists and who owns the login. The secret itself goes into the Pulseaa password-manager vault — never on paper, never in a photo, never in this form.