client-intake
Client Intake Two-Phase Kickstart
Use When
- Use at the start of every new business-plan, proposal, feasibility, or funding engagement.
- Use when the business context is still incomplete and the rest of the suite would otherwise be forced to guess.
- Use before invoking section skills so the plan starts from a coherent intake baseline.
Do Not Use When
- Do not use after a high-quality project brief and assumptions baseline already exist.
- Do not use as a replacement for market validation, financial modelling, or due diligence.
- Do not use to fabricate missing client data; surface the gaps explicitly instead.
Required Inputs
- Business name, concept, sector, and country if known
- Founder or client answers to the 10 standard intake questions
- Funder or output type if already known: bank, investor, DFI, grant, proposal
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