20-brief-client-intake

Standardize marketing client onboarding by converting raw discovery answers into an 11-section industry-specific intake brief. This ensures consistent agency planning by structuring business, offer, audience, and budget inputs across 20 predefined industry variants.

A client intake brief should include 11 sections covering business, offer, audience, competition, goals, budget, resources, assets, creative constraints, deliverables, and remaining questions. This standardizes information gathering for accurate campaign kickoff planning.

Yes, you can generate compliance-aware intake briefs for regulated industries. The briefs include industry-specific compliance notes and risk considerations for sectors like healthcare, aesthetic clinics, health supplements, cosmetics, F&B, and real estate to support safer downstream planning.

Re-brief a client after scope changes by updating the raw marketing discovery answers and regenerating the complete intake brief. This produces a revised 11-section document that reflects new goals, budgets, or deliverables to realign downstream workflow inputs.

Yes, the client intake process supports local service, product/e-commerce, B2B/online, and high-ticket categories. You select the correct industry variant from 20 options to produce a customized brief matching your specific business model.

The limitation of using predefined industry variants is that you must select from 20 specific categories, which may not perfectly fit highly niche or hybrid business models. You need to choose the closest available variant to generate a complete 11-section brief.