20 Client Intake Brief Global
Use when an agency or freelancer takes on a NEW client and needs everything up front, ...
Install
npx skills add minhnv0807/ai-business-skills --skill 20-client-intake-brief-global -g -a claude-code -y- Repository
- minhnv0807/ai-business-skills641
- Category
- Marketing
- Updated
- 3d ago
- License
- MIT
- Context cost
- Mediumabout 3,000 tokens
- Runs scripts
- No, instructions only
What it does
Use when an agency or freelancer takes on a NEW client and needs everything up front, an 11-section intake covering business overview, audience, current marketing, goals, budget, timeline, brand assets, approval process, and success criteria, written for the client to fill in and return. Trigger on 'client intake', 'agency brief', 'onboard a new client', 'discovery call template', 'what should I ask a new client', 'kickoff questionnaire'. Also use when the user just signed someone and does not know where to begin. Not for, the internal context file the skills read, see `product-marketing-context-global`; the plan built from the answers, see `00-marketing-plan-global`; briefing an outside vendor, see `67-agency-vendor-brief-global`.
Client Intake Brief (Global, Generic)
Role of this skill: This is the input gate for every marketing engagement.
Other "brief" skills are produced by the agency for internal teams or vendors:
02-campaign-brief-global, agency drafts for execution team06-ugc-egc-brief-global, agency drafts for creators12-landing-page-brief-global, agency drafts for designers/devsThis skill is different, it is the document the client fills in for the agency so the agency has structured input to plan from.
Note on industry variants: v2.5 ships a single generic English template. Industry-specific variants (SaaS, DTC, healthcare, real estate, etc.) may be added in v2.6+ based on demand. The generic template is designed to work across categories, agencies should add 1, 2 industry-specific questions in Section B and Section I as needed.
For Newbies
A bad intake produces a bad plan. Most agency-client relationships fail in the first 30 days because the agency built a strategy on assumptions instead of facts.
This brief is your insurance policy. It forces the client to write down what they often only carry in their head, their actual customer, their real budget, what success means to them, what they've already tried, what's off-limits.
Two failure modes to avoid:
- Brief is too short, agency starts work with 5 lines of context, makes wrong assumptions, three rounds of revisions follow.
- Brief is too long, client abandons it halfway, fills the rest with "TBD," agency starts work blind anyway.
The 11-section template below is the minimum viable intake, designed to be completable in 30, 45 minutes by a non-marketer founder.
