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client-intake

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Onboard clients for web projects.

Product & Management#project management#scoping#onboarding#web development#proposal#client intake
AuthorPerryB-GIT
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill streamlines the client onboarding process for web development projects, ensuring all essential information is captured efficiently.

Core Features & Use Cases

  • Standardized Questionnaire: Guides users through a comprehensive set of questions covering client details, project scope, design preferences, technical requirements, timeline, and budget.
  • Project Brief Generation: Can generate a concise project brief based on the gathered information.
  • Quick Quote Generation: Assists in creating a preliminary quote email.
  • Use Case: A new client contacts Perry about building a website. Perry uses this Skill to systematically gather all necessary details, from their company's branding to their desired features and budget, to prepare an accurate proposal.

Quick Start

Use the client-intake skill to start a new client onboarding questionnaire.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: client-intake
Download link: https://github.com/PerryB-GIT/wascar-perry-workspace/archive/main.zip#client-intake

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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