20-brief-client-intake
This Claude Code skill generates a customized client intake form for marketing agencies across 20 industry-specific variants. Use it during initial client discovery when an agency needs to gather detailed input information before planning a marketing strategy, such as for new client onboarding, project kickoffs, or scope expansion discussions. Each variant optimizes the 11-section brief format for specific industries like spa, F&B, healthcare, education, fashion, SaaS, and real estate rather than providing generic questions.
git clone --depth 1 https://github.com/minhnv0807/ai-business-skills /tmp/20-brief-client-intake && cp -r /tmp/20-brief-client-intake/skills/vi/20-brief-client-intake ~/.claude/skills/20-brief-client-intakeSKILL.md
# Brief Client Intake — Form khach hang dien cho agency > **Vai tro skill:** Nay la "INPUT GATE" cua moi project marketing. > Khac voi 02-brief-chien-dich (agency soan cho team), 06-brief-ugc-egc (agency soan cho creator), 12-brief-landing-page (agency soan cho dev) — skill 20 nay la **form khach hang dien CHO agency** de cung cap thong tin dau vao. --- ### Khi dùng `opa-prd` (OPA KIT) thay thế Skill này (`20-brief-client-intake`) focus marketing intake cho agency relationship — discovery khách hàng mới của agency. **KHÔNG** dùng cho: | Tình huống | Use | |------------|-----| | Full product PRD (tech SaaS, feature spec) | **`opa-prd --mode=product`** (OPA KIT) — 12 sections, Deep Modules, GTM | | Course / lesson module PRD | **`opa-prd --mode=lesson`** — Bloom-anchored learning PRD | | Single creative brief TVC | **`opa-prd --mode=creative`** — 1-page | | Marketing campaign intake (multi-creative) | **`02-brief-chien-dich`** (this repo) | `opa-prd` là PRD authoring chuyên sâu cho tech + creative + lesson, plain Vietnamese cho non-tech clients fill. Install OPA KIT: `https://github.com/minhnv0807/opa-kit`. --- ## Khi nao dung skill nay? | Tinh huong | Dung skill 20? | |-----------|---------------| | Khach hang moi lien he, can thu thap thong tin truoc khi quote | YES | | Bat dau project mar moi, can du lieu input chi tiet | YES | | Re-brief khi khach mo rong scope hoac thay doi muc tieu | YES | | Onboarding khach retainer dai han | YES | | Da co du thong tin tu meeting → di thang sang 00-ke-hoach-mkt | NO | --- ## Thu thap thong tin truoc khi tao brief Hoi user (agency/marketing lead) toi da 4 cau: 1. **Khach hang nganh gi?** (Spa, F&B, Healthcare, Education, Fashion, SaaS, Real Estate, ...) 2. **Quy mo khach hang?** (Local 1 chi nhanh / Chuoi / SME / Enterprise) 3. **Loai project?** (Khai truong / Re-launch / Scale / Retainer dai han / 1-shot campaign) 4. **Hinh thuc gui brief?** (Email file .md / In giay hop offline / Google Form / Notion) --- ## Co che detect nganh → load variant Skill nay co **20 variants** trong folder `variants/`. Moi variant la **FULL BRIEF** (11 phan A-K) duoc toi uu hoa cho dac thu nganh do — KHONG phai chi override vai cau. ### Mapping ten file → nganh | # | File variant | Nganh ap dung | |---|-------------|---------------| | **NHOM 1 — LOCAL SERVICE** | | | | 01 | `01-spa-beauty.md` | Spa, Beauty Salon, Nail, Tham my khong xam lan | | 02 | `02-fnb-restaurant.md` | Nha hang, Quan cafe, Bakery, Quan an | | 03 | `03-healthcare-clinic.md` | Phong kham, Nha khoa, Phong kham nhi, Phong kham da khoa | | 04 | `04-fitness-gym-yoga.md` | Gym, Yoga, Pilates, Boxing, Studio fitness | | 05 | `05-education-center.md` | Trung tam tieng Anh, Trung tam ky nang, Day nghe, Mam non | | 06 | `06-wedding-photography.md` | Studio cuoi, Ao cuoi, Chup anh kid/family, To chuc tiec | | 07 | `07-pet-service.md` | Spa thu cung, Pet shop, Pet hotel, Pet clinic | | **NHOM 2 — PRODUCT/ECOMMERCE** | | | | 08 | `08-fashion.md` | Thoi trang nam/nu, Tui xach, Giay dep, Phu kien | | 09 | `09-cosmetics-skincare.md` | My pham, Skincare, Makeup, Tinh chat | | 10 | `10-fnb-product.md` | Banh, Do uong dong goi, Dac san, Healthy food | | 11 | `11-mom-baby.md` | Bim sua, Quan ao tre em, Do choi, Sua bot | | 12 | `12-home-living.md` | Noi that, Gia dung, Decor, Bep | | 13 | `13-health-supplement.md` | TPCN, Collagen, Vitamin, Detox, Yen sao | | **NHOM 3 — B2B/SERVICE ONLINE** | | | | 14 | `14-saas-software.md` | SaaS, App, Tool online, Platform B2B | | 15 | `15-agency-consulting.md` | Mar agency, Design agency, Tu van DN, Ke toan | | 16 | `16-online-course.md` | Khoa hoc online, Coaching, Mentor, Training | | **NHOM 4 — HIGH-TICKET / LONG SALES CYCLE** | | | | 17 | `17-real-estate.md` | Du an BDS, Moi gioi BDS, Cho thue van phong | | 18 | `18-auto-vehicle.md` | O to, Xe may, Phu tung xe, Showroom | | 19 | `19-travel-resort.md` | Resort, Khach san, Tour, Homestay, Tour du lich | | 20 | `20-aesthetic-clinic.md` | Tham my vien, Phong kham TM cao cap, Botox/Filler | ### Logic detect ``` 1. User noi nganh ro rang (VD: "khach Spa") → Load variant tuong ung 2. User noi mo ho (VD: "khach lam ve dep") → Hoi xac nhan: "Spa truyen thong, Tham my vien cao cap, hay My pham?" 3. User noi nganh chua co variant → Dung template chung trong SKILL.md nay + custom theo y user 4. Khach co nhieu nganh kinh doanh → Tao multiple briefs, moi nganh 1 file ``` --- ## Cau truc chung 11 phan (A-K) — ap dung cho moi variant Day la khung suon. Moi variant trong `variants/` se: - Giu nguyen 11 phan A-K - Override **noi dung tung phan** cho dac thu nganh - Them cau hoi/section dac biet ne 1 nganh can (VD: phap ly cho Healthcare, financing cho Auto) ### A. THONG TIN DOANH NGHIEP Brand basic, founder story, philosophy, cam ket ### B. SAN PHAM & DICH VU Phan khuc, danh muc, gia, USP, combo/bundle ### C. KHACH HANG MUC TIEU Demographics, psychographics, behavior, persona ### D. CANH TRANH & VI THE Doi thu truc tiep, gian tiep, thu cap, dinh vi mong muon ### E. MUC TIEU CHIEN DICH Ngay launch, KPI cu the, KPI dai han ### F. NGAN SACH & TIMELINE Tong ngan sach, phan bo, timeline tong ### G. NGUON LUC HIEN CO Team in-house, co so vat chat, EGC readiness ### H. TAI SAN SO HIEN CO Cac kenh dang co, website, database khach ### I. YEU CAU SANG TAO Tone, brand inspiration, do/don't, rang buoc phap ly ### J. DELIVERABLES MONG MUON Strategy, creative, vanh hanh, bao cao ### K. THONG TIN BO SUNG Tai lieu dinh kem, cau hoi, thong tin them --- ## Cach skill chay ### Buoc 1 — Detect nganh Tu input cua user, xac dinh nganh va load variant tuong ung. ### Buoc 2 — Tao file output - Ten file: `brief-client-intake-[ten-khach-hoac-nganh]-[YYYYMMDD].md` - Vi du: `brief-client-intake-spa-luna-20260428.md` - Luu vao thu muc lam viec hien tai ### Buoc 3 — Render full brief Render toan bo noi dung variant + customize them theo thong tin user da cung cap. ### Buoc 4 — Huong dan gui khach Cuoi file co Next Steps: - Hinh thuc gu
Ke hoach Fullstack Marketing — master skill tong hop chien luoc, noi dung, trien khai, hieu suat, va timeline. Goi cac skill con de hoan thien output.
Use when the user needs an overall marketing plan for a period — objectives, segments, positioning, channel mix, content direction, budget, timeline, KPIs, and a risk matrix, adapted to US, EU, SEA, or LATAM. Trigger on 'marketing plan', 'marketing strategy for next year', 'go-to-market roadmap', 'plan for Q3', 'we have no marketing plan', 'where should we spend next quarter'. Also use when a founder only says the business needs to grow and has no idea which channel to start with. Not for — one specific campaign, see `02-campaign-brief-global`; working backward from a revenue goal to spend, see `10-reverse-kpi-global`; splitting a budget across channels and months, see `61-budget-planning-global`; taking a brand new product to market, see `59-go-to-market-global`.
Use when the user needs a monthly or weekly content calendar — posting schedule per channel, funnel ratio, content pillars, repurposing matrix, and an owner per slot. Trigger on 'content calendar', 'posting schedule', 'what should we post this month', 'editorial calendar', 'social media plan', 'we post randomly with no plan'. Also use when the user only says the team keeps running out of things to post. Not for — the brief for one specific post, see `36-content-brief-global`; the caption text itself, see `37-social-caption-global`; deciding next period content from last period data, see `40-next-content-plan-global`; a paid campaign timeline, see `02-campaign-brief-global`.
Lich noi dung thang — len lich dang bai da kenh voi ti le pheu, content pillar, repurposing matrix, va scoring tieu chi.
Brief chien dich marketing — 9 phan day du tu Context den Risk, bao gom creative direction, RACI, budget allocation theo phase, va auto-trigger cac skill lien quan.
Use when a specific campaign needs a brief the whole team can execute from — context, objective, audience, core message, creative direction, channels, deliverables, week-by-week timeline, approval gates, and risks. Trigger on 'campaign brief', 'creative brief', 'launch brief', 'brief the team on this campaign', 'we are running a promo next month', 'what is the plan for this campaign'. Also use when the user describes a promotion out loud and asks for something the team can actually run. Not for — the whole period plan, see `00-marketing-plan-global`; the list of design files needed, see `41-campaign-asset-list-global`; assigning work to one person, see `64-team-brief-global`; a new product launch sequence, see `59-go-to-market-global`.
Danh gia hieu suat marketing — audit performance ads va organic, chan doan root cause, de xuat toi uu voi action plan 48h va checklist hang tuan.
Use when marketing numbers look bad and the user needs to know WHY — layered root-cause diagnosis across tracking, delivery, creative, landing page, offer, and audience quality, 5-Whys, regional benchmarks for US, EU, SEA, and LATAM, and a 48-hour action plan. Covers dropshipping ROAS and BE-ROAS. Trigger on 'why is CPA so high', 'my ads are not converting', 'ROAS dropped', 'we are burning budget', 'performance is bad this month', 'diagnose the funnel'. Also use when the user pastes a screenshot of numbers with no question attached. Not for — auditing account configuration and scoring health, see `21-ads-audit-global`; writing a report someone else reads, see `07-marketing-report-global`; turning a raw export into insight, see `13-data-analysis-global`.