01-client-brief

A client onboarding brief captures essential business, audience, and competitor information before strategy development. You need it to ensure discovery is complete, preventing misaligned content plans or platform audits by documenting foundational client goals upfront.

You create a structured client intake questionnaire by generating a fillable discovery guide that covers business details, audience, social presence, competitors, and content goals. This questionnaire must be completed before producing any strategy or onboarding documents.

Yes, you can generate a one-page at-a-glance client summary card from completed questionnaire responses. The process produces two deliverables: a full client brief document and a condensed summary card for quick reference during onboarding.

Yes, the client discovery questionnaire and resulting onboarding briefs apply an East African English tone throughout all generated outputs. This ensures the intake documents align with regional communication preferences for East African client engagements.

A consultant should ask questions covering the client's business, target audience, social presence, competitors, and content goals. The questionnaire doubles as a structured discovery guide to ensure all foundational information is captured before strategy execution.

You should use a client intake questionnaire at the start of every new client engagement, before any other onboarding or strategy skill is used. It must be completed first to guide discovery and produce accurate onboarding briefs.