Client Intake Scope Builder

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.