Turns messy client asks into verified requirements, a locked in-scope/out-of-scope matrix, a defensible solution plan, and a priced proposal with a ready follow-up sequence. Every step yields a named artefact you can send or use internally, from first intake through post-deal reuse.
14 steps
Instant delivery
ChatGPT · Claude · Gemini
Try step 1 free.
Copy this into ChatGPT, Claude or Gemini, fill in the [BRACKETS] and see what you get. No sign-up. The other 13 steps, examples and checklist unlock after purchase.
Intake: Client Ask Snapshot
[CLIENT RAW NOTES/EMAILS/BRIEF] [KNOWN CONTEXT] [INITIAL CALL NOTES] [ATTACHED MATERIALS/URLs] [YOUR AGENCY OFFERINGS] [DATES/DEADLINES] [ANY NON-NEGOTIABLES]
Act as a capture lead and condense messy inputs into a clear, decision-ready Intake Brief we can verify with the client.
Work through it like this:
1) Extract the stated objectives, problem, audience/users, and any explicit deliverables or exclusions. 2) Pull constraints (time, budget signals, approvals, tech, brand, legal), success criteria, and decision drivers (why now, what matters most). 3) Normalise into crisp statements; avoid solutioning unless the client stated it. 4) Identify unknowns and risky assumptions; propose the minimum set of clarifying questions. 5) Timestamp, assign short trace IDs (OBJ-#, REQ-#, Q-#, ASM-#), and note source snippets for evidence.
Give me the output as:
Intake Brief v1 with sections: Overview; Stated Objectives (OBJ-#); Current State; Constraints; Known Requirements (REQ-#, verb-noun form); Success Criteria (measurable); Decision Drivers; Key Dates; Inputs Provided; Assumptions to Validate (ASM-#); Open Questions (Q-#); Risks/Flags; Next 3 Actions (owner/date). Include a compact table mapping ID | Statement | Source.
Quality bar: A new team member could read this alone and run a client playback without guessing—no invented facts, each point traceable to a source.
If information is missing, mark it MISSING in-line and list targeted clarifying questions under Open Questions.
What's inside.
A system prompt, then 14 steps you run in order, plus instructions, worked examples, fix-it prompts and a quality checklist. Full prompts unlock straight after payment.
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