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Generic client intake brief for international marketing agencies — 11-section template covering business overview, target audience, current marketing, goals, budget, timeline, brand assets, success criteria. Generic version (no industry variants for v2.5 — coming in v2.6+ if demand). Trigger: 'client intake', 'agency brief', 'new client onboarding', 'project kickoff brief', 'discovery call template'.
Passed 19 of 22 test cases with the skill, and 12 of 22 without it.
and 7 more in the full report
7 fixed12 passed either way3 still failing0 broke
Tokens, turns and time describe resource use, not a dollar price.
One of 7 test cases the skill fixed. Same model, same prompt, with and without the skill.
Draft the introductory cover note section that sits at the top of a client-facing intake questionnaire sent to a non-marketer founder who might feel overwhelmed by marketing jargon.
| Checked | Without skill | With skill |
|---|---|---|
| States an estimated completion time of 30 to 45 minutes. | Missed | Passed |
| Specifies a submission deadline window of 5 to 7 business days. | Missed | Passed |
The instructions your model reads when the skill loads.
Role of this skill: This is the input gate for every marketing engagement.
Other "brief" skills are produced by the agency for internal teams or vendors:
02-campaign-brief-global— agency drafts for execution team06-ugc-egc-brief-global— agency drafts for creators12-landing-page-brief-global— agency drafts for designers/devsThis skill is different — it is the document the client fills in for the agency so the agency has structured input to plan from.
Note on industry variants: v2.5 ships a single generic English template. Industry-specific variants (SaaS, DTC, healthcare, real estate, etc.) may be added in v2.6+ based on demand. The generic template is designed to work across categories — agencies should add 1–2 industry-specific questions in Section B and Section I as needed.
A bad intake produces a bad plan. Most agency-client relationships fail in the first 30 days because the agency built a strategy on assumptions instead of facts.
This brief is your insurance policy. It forces the client to write down what they often only carry in their head — their actual customer, their real budget, what success means to them, what they've already tried, what's off-limits.
Two failure modes to avoid:
The 11-section template below is the minimum viable intake — designed to be completable in 30–45 minutes by a non-marketer founder.
| Situation | Use this skill? |
|---|---|
| New client inquiry — collect info before quoting | YES |
| Starting a new marketing project — need structured input | YES |
| Re-brief when client expands scope or pivots goals | YES |
| Onboarding a long-term retainer client | YES |
Already have full context from extensive discovery calls — go straight to 00-marketing-plan-global | NO |
test cases passed, vs 12 / 22 without
More skills from the same source and nearby in the registry, with their headline benchmark lift.