00-client-intake

Client onboarding data is collected through a two-phase intake workflow. Phase 1 asks 10 domain-mapped questions, and Phase 2 generates 5–7 targeted follow-ups to produce a 12-section draft strategy brief.

A structured client intake workflow uses two phases: initial data collection via 10 standard questions, followed by analysis to generate 5–7 follow-up questions. This produces a ready-to-start draft client brief with handoff instructions for downstream skills.

Yes, the standard 10 domain-mapped questions are suitable for website intake forms, discovery calls, or client documents. Responses from these channels are organized to generate a draft client brief and identify gaps for follow-up.

Follow-up questions are generated in Phase 2 of the intake workflow. The system analyzes Phase 1 responses to create 5–7 targeted questions that close information gaps and confirm direction before finalizing the strategy brief.

Yes, the intake process delivers a 12-section draft client brief complete with structured handoff instructions. This output is explicitly designed to integrate with downstream strategy skills for continued engagement work.