20-client-intake-brief-global

A client intake brief is a structured document that collects verified business, audience, budget, goals, constraints, and success metrics before execution starts. This skill generates an 11-section global template to force clients to provide this real context for international agency onboarding and project kickoff workflows.

You collect client context for a marketing discovery call by asking the client to fill and return a generated 11-section intake brief. The template emphasizes checkboxes, tables, and example prompts to minimize jargon and keep completion time to about 30 to 45 minutes.

Yes, you can tailor the intake brief template for different client sizes and industries. The skill asks up to four information-gathering questions regarding industry, client size, project type, and delivery format to quickly customize the generic markdown document to the specific client context.

A global marketing onboarding document should include eleven sections labeled A through K: business overview, products or services, target audience, positioning, goals, budget and timeline, resources, existing assets, creative constraints, deliverables, and additional notes to capture complete client facts.

Yes, the client intake brief output works with downstream campaign planning. It structures the collected client data specifically to enable skill chaining into deeper persona research, competitor research, reverse KPI math, and full marketing or campaign planning workflows.

The best way to standardize project kickoff for international marketing engagements is using a reusable intake brief that acts as an input gate. Generating a fillable markdown document with tailored prompts ensures structured business, audience, and budget input before deeper planning begins.