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