Client Intake Brief Skill
Turns scattered client intake notes into a structured brief with goals, constraints, missing inputs, and review questions.
Audience
Professional services and agency teams that need cleaner client intake without inventing scope, budget, approvals, or promises.
Platforms
OpenAI, Claude, Gemini
Detailed description
This skill helps professional services and agency teams turn rough notes into a structured client intake brief that is easier to review and use.
It is designed for drafting, summary, checklist, planning, client coordination, and human-review work only, not for legal, financial, contract, pricing, or final client approval decisions.
What is included
- Core instructions
- Reference guide
- Examples or decision aids
- README
- Setup guide
- Customization guide
- Buyer license
- Client intake checklist
- Human-review prompts
Trust and delivery
- Published by Skills Junky as an in-house product.
- Account-based delivery for eligible downloads after purchase.
- Listing should stay aligned with license, compatibility, and support disclosure.