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intake-skill

Transform natural language project descriptions into structured engagement briefs.

1|1|Updated Feb 21, 2026
Search Tags:#scoping#consulting#project definition#client intake#stakeholder mapping#engagement brief
One-click install
npx skills add https://github.com/dtsong/claude-code-windows-setup --skill intake-skill
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: intake-skill
Source: https://github.com/dtsong/claude-code-windows-setup/tree/main/skills/research-consulting-skills/intake-skill
Command: npx skills add https://github.com/dtsong/claude-code-windows-setup --skill intake-skill

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) and scripts (resource) components.

What problem does it solve?

This Skill transforms unstructured natural language descriptions of consulting projects into structured engagement briefs, ensuring all critical details are captured and clarified.

Core Features & Use Cases

  • Conversational Scoping: Gathers client context and project requirements through targeted questions.
  • Structured Brief Generation: Outputs a formal Engagement Brief document with defined sections like client profile, scope, and research plan.
  • Use Case: A consultant receives a vague email about a potential project. They activate this Skill, paste the email, and the Skill asks clarifying questions to produce a detailed brief ready for the next steps.

Quick Start

Use the intake skill to help scope a new consulting engagement.

Frequently Asked Questions about intake-skill

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

FAQPage Schema
How do I scope a consulting engagement from a vague client email?▼

You can scope consulting engagements conversationally by pasting unstructured client emails or project descriptions, letting the Skill ask targeted clarifying questions to produce a structured engagement brief.

What is an engagement brief and what should it include for project definition?▼

An engagement brief is a structured document defining the client profile, project scope, stakeholder mapping, and success criteria to ensure all critical consulting details are captured for downstream research and planning.

Can I use conversational scoping to map stakeholders and establish success criteria?▼

Yes, conversational scoping guides you through a question-based process to identify stakeholders, define project boundaries, and establish success criteria, ensuring all necessary engagement details are explicitly captured.

Does client intake work with completely unstructured natural language descriptions?▼

Client intake works directly with unstructured natural language by parsing vague text, asking clarifying questions to gather missing context, and outputting a formal engagement brief ready for next steps.

What is the best way to prepare a research plan after initial project scoping?▼

The best way to prepare a research plan after project scoping is to generate a structured engagement brief, which organizes client context and defined scope into a formal document for downstream research.

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