Client Intake Scope Builder

    2

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

    $7

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    Works with the AI Agents you already use

    Claude CodeClaude CodeCursorCursorCodex CLICodex CLIMuseMuseDotsDots+21 more

    client-intake-scope-builder

    Example session with this skill installed

    Generate a scope brief for Acme Dental. Goal: increase bookings via local SEO and landing pages. Budget: 5k-8k. Must include a tracking plan. Output to scope-brief.md and output.json.

    • Read your context and instructions
    • Compiled the client-intake-scope-builder

    **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?

    Connects securely to your tools. The creator never sees your data.

    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.

    - Does not integrate directly with CRMs or calendars. - Output paths restricted to local working directory. - Requires pre-formatted JSON for external evidence ingest.

    How to use

    1. 1

      Connect your agent to the Agensi MCP

      Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup

    2. 2

      Sign in to Agensi

      Your agent shows a sign-in link. Sign in and click Allow.

    3. 3

      Ask for what you need

      Your agent loads this skill and uses it on your task. It always asks before any payment.

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    Listed6 months ago

    What's inside

    Frequently Asked Questions

    It processes unstructured discovery notes to automatically generate professional commercial briefs, prioritizing deliverables and identifying risks to prevent scope creep during the transition from sales to delivery.

    The skill is designed for developers and consultants using CLI-driven workflows; it runs on a Python-based execution engine and integrates seamlessly with local JSON evidence and YAML configurations.

    Every run generates two distinct files: a formatted Markdown brief for client proposals and a structured JSON file for easy import into your CRM or project management tools.

    Installation is straightforward via the CLI—once you have the Python environment ready, you can point the skill to your intake data and begin generating briefs immediately.

    Unlike basic templates, this skill uses a strict commercial logic to enforce constraints such as explicit exclusions, margin protection, and tiered engagement models (Retainer vs. Project).

    Your purchase includes the core execution engine, pre-configured Markdown templates, and lifetime access to version updates as new engagement models and risk-assessment frameworks are added.

    New in Business & Operations