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    client-intake-scope-builder

    by Roy Yuen

    Transform prospect intake notes into structured commercial scope briefs, deliverables lists, and risk assessments.

    Updated Apr 2026
    Security scanned
    One-time purchase

    $7

    One-time purchase · Own forever

    ⚡ Also available via Agensi MCP — your AI agent can load this skill on demand via MCP. Learn more →

    Included in download

    • Standardize lead-to-proposal workflows for agencies and freelancers.
    • Extract technical requirements and constraints from messy intake forms.
    • Includes example output and usage patterns
    • Instant install
    • One-time purchase

    See it in action

    Engagement: Fixed Scope Project
Deliverables:
- Local SEO Audit
- 10 Landing Page Optims
- Analytics Dashboard
Exclusions:
- Ad spend management
- Graphic design for ads
Risks:
- Limited client capacity for clinical review (High)
Open Questions:
- Is GTM container access available?

    About This Skill

    What it does

    The Client Intake Scope Builder transforms fragmented discovery notes and prospect details into professional, battle-ready engagement briefs. It automates the transition from "sales conversation" to "project delivery" by generating structured scope documents that define deliverables, identify risks, and recommend commercial engagement models (Project, Retainer, or Discovery).

    Why use this skill

    Moving from a lead to a signed SOW is often slowed down by manual documentation and "forgotten" constraints. This skill is better than standard prompting because it enforces a strict commercial output contract, ensuring every brief includes vital sections like exclusions and internal handoff notes. It prevents scope creep before it starts and ensures your technical team has exactly what they need for a smooth handoff.

    Supported tools

    This skill is built for developers and consultants using CLI-driven workflows. It utilizes a Python-based execution engine to process intake data and local JSON evidence. It outputs dual artifacts: a Markdown file for human review/proposals and a JSON file for downstream automation or CRM integration.

    The Output

    You receive a comprehensive engagement brief covering a qualification snapshot, recommended engagement shape, prioritized deliverables (must-haves vs. nice-to-haves), implementation timelines, pricing inputs, and explicit exclusions to protect your margins.

    Use Cases

    • Standardize lead-to-proposal workflows for agencies and freelancers.
    • Extract technical requirements and constraints from messy intake forms.
    • Identify project risks and explicit exclusions to prevent scope creep.
    • Generate structured internal handoff notes for delivery teams.
    • Automate the creation of scoping documents in Markdown and JSON formats.

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    Security Scanned

    Passed automated security review

    Permissions

    Allowed Hosts

    example.com

    File Scopes

    client-intake-scope-builder/**

    Tags

    sales-enablement
    consulting
    project-management
    agency-tools
    scoping

    Creator

    Roy Yuen

    Frequently Asked Questions

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