AI workflow Claude · ChatGPT · Gemini · MCP

The Client Intake

Paste a new client's intake answers and get back a structured kickoff brief, with every missing detail and contradiction flagged before you bill an hour.

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What it does

Compiles raw intake answers into a structured kickoff brief a delivery team could work from on day one.
Runs a scope gap scan: names the missing details, contradictions, and expectation mismatches that cause disputes later, each with the action to resolve it.
Designs the intake questions first if you don't have a set, tuned to the service you deliver.

The Breakdown

The build steps, prompt architecture, and a worked walkthrough. Open to members.

01 Two modes: design the intake, or compile from answers

02 The kickoff brief structure it writes into

03 The scope gap scan: the three risk patterns it hunts

04 The prompt architecture that makes it think like an ops lead

05 A worked run: sparse answers to a flagged brief

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How to install

Every workflow runs on the AI you already use. Pick your platform; each setup takes a couple of minutes.

01 Claude (web or desktop) Project

Paste the workflow into a Claude Project. Every chat inside the Project runs it on demand.

Open Claude. Top-left, click "+ New Project".
Name the Project "The Client Intake".
In the Project's Instructions field, paste the full contents of SKILL.md.
Open a chat inside the Project and say "run the client intake".

02 Claude Code Local skills folder

Drop the folder into ~/.claude/skills/ and restart Claude Code. The workflow is callable from any directory.

Unzip the bundle. Move the folder into ~/.claude/skills/.
Restart Claude Code (close and reopen the terminal).
In any directory, say "run the client intake".

03 ChatGPT (Plus or Team) Project

Paste the workflow into a ChatGPT Project. Every chat inside the Project runs it on demand.

Open ChatGPT. Sidebar, click "Projects" then "Create Project".
Name the Project "The Client Intake".
Click Instructions. Paste the full contents of SKILL.md. Save.
Open a chat inside the Project and say "run the client intake".

04 Gemini (Advanced) Gem

Create a Gem with the workflow in its instructions field. Open a chat with the Gem to run it.

Open Gemini. Click Gems in the sidebar, then "+ New Gem".
Name the Gem "The Client Intake".
In the instructions field, paste the full contents of SKILL.md. Save.
Open a chat with the Gem and say "run the client intake".

Read the full install guide