Use when an agency or freelancer takes on a NEW client and needs everything up front — an 11-section intake covering business overview, audience, current marketing, goals, budget, timeline, brand assets, approval process, and success criteria, written for the client to fill in and return. Trigger on
Use when an agency or freelancer takes on a NEW client and needs everything up front — an 11-section intake covering business overview, audience, current marketing, goals, budget, timeline, brand assets, approval process, and success criteria, written for the client to fill in and return. Trigger on 'client intake', 'agency brief', 'onboard a new client', 'discovery call template', 'what should I
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