00-client-intake

Installation
SKILL.md

Client Intake — Two-Phase Kickstart

This skill runs in two phases. Phase 1 takes the client's answers to 10 standard questions and produces a draft client brief. Phase 2 analyses those answers, identifies gaps, and generates 5–7 targeted follow-up questions. After the follow-up answers are received, the brief is finalised and the engagement is ready to proceed.

Apply the east-african-english skill for tone throughout all outputs.


Use when

  • Two-phase client intake skill. Phase 1 presents 10 standard domain-mapped questions (also used as a website intake form), then generates a draft client brief from the answers. Phase 2 generates 5–7 targeted follow-up questions based on the answers to close gaps and confirm direction. Together, the two phases capture everything needed to begin strategy work. Invoke at the very start of every new client engagement, before any other onboarding or strategy skill.
  • Use this skill when it is the closest match to the requested deliverable or workflow.

Do not use when

  • Do not use this skill for graphic design, video production, software development, or legal advice beyond the repository's stated scope.
  • Do not use it when another skill in this repository is clearly more specific to the requested deliverable.

Workflow

  1. Confirm the objective, audience, and context needed to run this skill well.
  2. Follow the section order and decision rules in this SKILL.md; do not skip mandatory steps or required fields.
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First Seen
Apr 18, 2026