--- name: minhnv0807/20-brief-client-intake source: https://app.decimal.ai/s/minhnv0807-20-brief-client-intake@1/SKILL.md source_sha256: 83c8d6ce4634 --- # 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 gui (Email/Zalo/Google Form/in giay) - Han nop (mac dinh 5-7 ngay) - Lich review brief sau khi nhan - Lich len plan v1 ### Buoc 5 — Auto-trigger downstream Sau khi khach dien xong va gui lai, tu dong de xuat: ``` 20-brief-client-intake (HOAN THANH input) | |-- [Tiep theo 1] 09-insight-khach-hang → Khai thac sau persona tu Phan C |-- [Tiep theo 2] 08-nghien-cuu-doi-thu → Phan tich doi thu tu Phan D |-- [Tiep theo 3] 10-tinh-kpi-nguoc → Tinh KPI nguoc tu muc tieu Phan E |-- [Tiep theo 4] 00-ke-hoach-mkt → Tong hop thanh ke hoach mar |-- [Tiep theo 5] 02-brief-chien-dich → Brief chien dich cu the ``` --- ## Nguyen tac thiet ke brief (universal) ### 1. Friendly cho khach khong chuyen mar - Khong dung jargon (TOFU, ROAS, CPA) tru khi giai thich - Co goi y vi du moi cau hoi - Co option "Chua quyet — can tu van" — khach khong biet ko phai bo trong ### 2. Cau hoi co cau truc, khong viet tu luan - Uu tien checkbox/radio button → de ky - Bang ke 2-3 cot → de dien tren mobile - Truong text dai chi cho persona/story ### 3. Tu de → kho - Phan A (info don gian) → phan K (info phuc tap) - Khach build momentum, khong bi nan tu dau ### 4. Tinh khoang gian dien (UX) - Toi da 30-45 phut khach dien xong - Co progress indicator (Phan A/11 → K/11) - Co tom luoc su dung thong tin nay nhu the nao ### 5. Co commitment cuoi - Khach ky cam ket cung cap thong tin trung thuc - Agency cam ket bao mat, dung muc dich - Timeline ro rang (24h xac nhan, 5-7 ngay co plan v1) --- ## Checklist chat luong (truoc khi gui khach) ### Noi dung - [ ] Du 11 phan A-K - [ ] Moi cau hoi co goi y vi du cu the cho nganh - [ ] Tat ca lua chon dung thuat ngu khach hieu (khong jargon) - [ ] Co option "Chua quyet — can tu van" o cau dieu kien - [ ] Ngon ngu match tone agency va khach (sang trong / friendly / chuyen nghiep) ### Cau truc - [ ] Header co thong tin agency, ngay phat, han nop - [ ] Tat ca bang co header ro rang - [ ] Checkbox/radio dung dinh dang Markdown chuan - [ ] Co Next Steps cuoi file - [ ] Co commitment va xac nhan cuoi ### Theo nganh - [ ] Phan B (San pham/Dich vu) co cau hoi dac thu nganh - [ ] Phan C (Persona) co vi du persona dac thu - [ ] Phan D (Doi thu) co cau hoi ve mo hinh canh tranh dac thu - [ ] Phan I (Sang tao) co rang buoc phap ly nganh (neu co) - [ ] Phan J (Deliverables) co option deliverable dac thu --- ## Lien ket skill - **`00-ke-hoach-mkt`** — Sau khi nhan brief input, lap ke hoach mar tong the - **`02-brief-chien-dich`** — Sau khi co plan, viet brief chien dich cu the - **`08-nghien-cuu-doi-thu`** — Mo rong phan D (Doi thu) thanh research chi tiet - **`09-insight-khach-hang`** — Mo rong phan C (Persona) thanh insight sau - **`10-tinh-kpi-nguoc`** — Mo rong phan E (KPI) thanh tinh nguoc chi tiet --- ## References - `variants/` — 20 file variant chi tiet theo tung nganh - Project root `brief-khach-hang-spa-le-chan-20260428.md` — Vi du output thuc te (Spa)