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PerryB-GIT
PerryB-GITCOMMUNITY
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client-intake

Generates onboarding questionnaires and draft project briefs for web development clients.

Updated Aug 27, 2026
Search Tags:#project management#scoping#onboarding#web development#proposal#client intake
One-click install
npx skills add https://github.com/PerryB-GIT/wascar-perry-workspace --skill client-intake-perryb-git
Or copy as Structured Prompt for Agentโ–ผ
Please help me install this Agent Skill.
Skill: client-intake
Source: https://github.com/PerryB-GIT/wascar-perry-workspace/tree/main/claude-skills-package/skills/business/client-intake
Command: npx skills add https://github.com/PerryB-GIT/wascar-perry-workspace --skill client-intake-perryb-git

SYSTEM DOCUMENTATION & REQUIREMENTS

๐Ÿ’ก This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill streamlines the client onboarding process for web development projects, ensuring all essential information is captured efficiently.

Core Features & Use Cases

  • Standardized Questionnaire: Guides users through a comprehensive set of questions covering client details, project scope, design preferences, technical requirements, timeline, and budget.
  • Project Brief Generation: Can generate a concise project brief based on the gathered information.
  • Quick Quote Generation: Assists in creating a preliminary quote email.
  • Use Case: A new client contacts Perry about building a website. Perry uses this Skill to systematically gather all necessary details, from their company's branding to their desired features and budget, to prepare an accurate proposal.

Quick Start

Use the client-intake skill to start a new client onboarding questionnaire.

Frequently Asked Questions about client-intake

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I streamline client onboarding for web development projects?โ–ผ

Streamline client onboarding by using a standardized multi-phase questionnaire to gather detailed information on scope, design preferences, technical needs, timeline, and budget. This structured intake process ensures all essential project details are captured efficiently for accurate scoping.

Can I generate a project brief and preliminary quote directly from client intake responses?โ–ผ

Yes, you can generate a project brief and preliminary quote directly from intake responses. After gathering the necessary project details through the questionnaire, the skill compiles the data to produce a concise project brief and assist in drafting a preliminary quote email.

What is the best way to collect project scope and budget details from new clients?โ–ผ

The best way to collect project scope and budget details is through a comprehensive questionnaire covering client details, design preferences, technical requirements, timeline, and budget. This ensures comprehensive data collection for accurate project scoping and proposal development.

Does the client intake process work for complex website proposals?โ–ผ

Yes, the client intake process works for complex website proposals by utilizing a multi-phase questionnaire. It systematically gathers detailed information on technical needs and project scope, ensuring accurate scoping and thorough proposal development for web development projects.

What specific information do I need to gather for accurate web project scoping?โ–ผ

For accurate web project scoping, you need to gather comprehensive information on client details, project scope, design preferences, technical requirements, timeline, and budget. This detailed data collection ensures you can prepare an accurate project proposal.

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