20-client-intake-brief-global
From the author
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`.
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npx skills add minhnv0807/ai-business-skills --skill 20-client-intake-brief-global -a claude-code
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Byte-identical to the scanned commit, with the repository’s licence and a SOURCE.txt.
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Similar skills
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- 67-agency-vendor-brief-globalminhnv0807/ai-business-skillsUse when briefing or managing an EXTERNAL agency, freelancer, or production vendor — scope of work, deliverable specs, revision rounds, approval process, USD payment milestones, IP assignment and confidentiality terms, communication rules, and a post-project vendor scorecard. Trigger on 'brief an agency', 'hire a freelancer', 'scope of work', 'the agency is not delivering', 'onboard a new vendor', 'we keep paying for work we have to redo'. Also use when the user is about to sign a supplier with nothing written down. Not for — briefing an internal team member, see `64-team-brief-global`; the campaign brief itself, see `02-campaign-brief-global`; the asset list the vendor produces, see `41-campaign-asset-list-global`.Marketing★ 624
- 12-landing-page-brief-globalminhnv0807/ai-business-skillsUse when a NEW landing page, sales page, or single-product page has to be built — seven-section structure, one page one goal one CTA, copy per block, mobile-first rules, technical and speed requirements, tracking plan, A/B test plan, and a dropshipping single-product mode. Trigger on 'landing page brief', 'build a sales page', 'I need a landing page', 'brief for the dev', 'Shopify product page', 'what should go on the page'. Also use when ad traffic is ready and there is nowhere to send it. Not for — the ad copy pointing at the page, see `05-ad-copy-global`; the offer and its value stack, see `31-offer-design-global`; scoring a finished design, see `47-design-review-global`; coded email, see `49-html-email-template-global`.Design★ 624
- 64-team-brief-globalminhnv0807/ai-business-skillsUse when a leader assigns work to a marketing team member or runs a cross-functional meeting — a task brief with concrete deliverables, a deadline with time and timezone, a definition of done, constraints, and check-in points, plus an async-first meeting agenda and action-item template. Trigger on 'assign a task', 'brief for my team', 'team brief', 'definition of done', 'meeting agenda template', 'my team keeps delivering the wrong thing'. Also use when the user says nobody knows who owns what. Not for — the campaign brief the whole team executes from, see `02-campaign-brief-global`; briefing an external agency or freelancer, see `67-agency-vendor-brief-global`; evaluating performance, see `65-team-performance-review-global`.Marketing★ 624
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- 07-marketing-report-globalminhnv0807/ai-business-skillsUse when the user needs to WRITE a marketing report someone else will read — a one-page weekly for a CEO, a full monthly, or a quarterly strategy report with TL;DR, results versus target, insight, decisions needed, and next actions with owners. Trigger on 'marketing report', 'monthly report', 'weekly update for my boss', 'report for the client', 'quarterly summary', 'turn these numbers into a report'. Also use when the user says a stakeholder is asking how marketing is doing. Not for — diagnosing why the numbers are bad, see `03-performance-eval-global`; turning a raw export into insight, see `13-data-analysis-global`; a closed campaign retrospective, see `63-campaign-retrospective-global`.Marketing★ 624
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