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20 Brief Client Intake

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minhnv0807
20-brief-client-intake

Dung khi agency hoac freelancer nhan khach moi va can CHINH KHACH DIEN thong tin dau vao — form 11 phan ve san pham, muc tieu, ngan sach, kenh dang chay, doi thu, tai san san co, kem 20 ban toi uu theo tung nganh. Kich hoat khi user nhac 'brief khach hang', 'client intake', 'form khach dien', 'nhan khach moi', 'hoi khach nhung gi', 'chua biet gi ve khach', 'onboard khach hang moi', 'questionnaire cho khach'. Khong dung cho — tao file context noi bo cho san pham cua chinh minh thi dung skill product-marketing-context; dao sau insight khach hang cuoi thi dung skill 09-insight-khach-hang; brief NGUOC ra cho agency hoac vendor lam thi dung skill 67-agency-vendor-brief.

Overview

Publisherminhnv0807
Repositoryai-business-skills
Skill name20-brief-client-intake
Stars
612
Forks
228
Bundled files
21
LicenseMIT
Links
Skill sourceRepositoryHomepage
  • Markdown instructions

    A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.

  • Works with any LLM

    AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.

  • 21 bundled files

    Scripts, templates, and references the model can read while it works. Files are read-only and never executed.

  • Open source

    Published by minhnv0807 on GitHub. Read the source before you install it.

Installation

Install the 20 Brief Client Intake AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

1

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

  1. Open the app and go to Plugins → Skills.
  2. Choose "Install from GitHub".
  3. Paste the skill folder URL below and confirm.
    https://github.com/minhnv0807/ai-business-skills/tree/master/skills/vi/20-brief-client-intake
  4. Enable the skill in any chat where you want it available.
Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.
2

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills
git clone --depth 1 https://github.com/minhnv0807/ai-business-skills.git /tmp/ai-business-skills
mkdir -p .claude/skills
cp -r /tmp/ai-business-skills/skills/vi/20-brief-client-intake .claude/skills/20-brief-client-intake
Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable 20 Brief Client Intake in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads 20 Brief Client Intake on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so 20 Brief Client Intake is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

  • Loaded only when it is needed

    The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.

  • Switch models mid-chat

    Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

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 huốngUse
Full product PRD (tech SaaS, feature spec)opa-prd --mode=product (OPA KIT) — 12 sections, Deep Modules, GTM
Course / lesson module PRDopa-prd --mode=lesson — Bloom-anchored learning PRD
Single creative brief TVCopa-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 huongDung skill 20?
Khach hang moi lien he, can thu thap thong tin truoc khi quoteYES
Bat dau project mar moi, can du lieu input chi tietYES
Re-brief khi khach mo rong scope hoac thay doi muc tieuYES
Onboarding khach retainer dai hanYES
Da co du thong tin tu meeting → di thang sang 00-ke-hoach-mktNO

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 variantNganh ap dung
NHOM 1 — LOCAL SERVICE
0101-spa-beauty.mdSpa, Beauty Salon, Nail, Tham my khong xam lan
0202-fnb-restaurant.mdNha hang, Quan cafe, Bakery, Quan an
0303-healthcare-clinic.mdPhong kham, Nha khoa, Phong kham nhi, Phong kham da khoa
0404-fitness-gym-yoga.mdGym, Yoga, Pilates, Boxing, Studio fitness
0505-education-center.mdTrung tam tieng Anh, Trung tam ky nang, Day nghe, Mam non
0606-wedding-photography.mdStudio cuoi, Ao cuoi, Chup anh kid/family, To chuc tiec
0707-pet-service.mdSpa thu cung, Pet shop, Pet hotel, Pet clinic
NHOM 2 — PRODUCT/ECOMMERCE
0808-fashion.mdThoi trang nam/nu, Tui xach, Giay dep, Phu kien
0909-cosmetics-skincare.mdMy pham, Skincare, Makeup, Tinh chat
1010-fnb-product.mdBanh, Do uong dong goi, Dac san, Healthy food
1111-mom-baby.mdBim sua, Quan ao tre em, Do choi, Sua bot
1212-home-living.mdNoi that, Gia dung, Decor, Bep
1313-health-supplement.mdTPCN, Collagen, Vitamin, Detox, Yen sao
NHOM 3 — B2B/SERVICE ONLINE
1414-saas-software.mdSaaS, App, Tool online, Platform B2B
1515-agency-consulting.mdMar agency, Design agency, Tu van DN, Ke toan
1616-online-course.mdKhoa hoc online, Coaching, Mentor, Training
NHOM 4 — HIGH-TICKET / LONG SALES CYCLE
1717-real-estate.mdDu an BDS, Moi gioi BDS, Cho thue van phong
1818-auto-vehicle.mdO to, Xe may, Phu tung xe, Showroom
1919-travel-resort.mdResort, Khach san, Tour, Homestay, Tour du lich
2020-aesthetic-clinic.mdTham 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. Variant la khung noi dung, khong phai cau chu cuoi: viet lai toan bo cau chu gui khach theo nguyen tac 6 (ngon ngu nguoi that) va references/ngon-ngu-nguoi-that.md. Brief gui khach viet tieng Viet CO DAU.

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)

6. Ngon ngu nguoi that, cham dung noi dau

Brief giong van ban hanh chinh hay giong AI thi chu DN dien qua loa. Viet nhu nguoi trong nghe noi chuyen:

  • Mo brief bang phan "Anh/chi dang gap chuyen nao?" — 5-8 noi dau that cua nganh de tick, viet bang cau chu DN hay noi.
  • Hoi bang tinh huong va canh nhin thay duoc, khong hoi bang khai niem (muc tieu, dinh vi, USP, persona, KPI).
  • Hoi ca cam xuc (so gi, met gi, mong gi) — nguyen lieu cho noi dung va cach tu van.
  • Moi phan co 1 cau "vi sao em hoi" dong cam; tranh tu ngu sao rong (toi uu, nang tam, toan dien, giai phap...).
  • Dong cam, khong hu doa: khong phong dai noi dau, khong hua ket qua bang con so.
  • Tu dien doi giong, kho noi dau 20 nganh, vi du truoc/sau: references/ngon-ngu-nguoi-that.md.

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

Ngon ngu (nguyen tac 6)

  • Doc to 3 cau bat ky — nghe nhu nguoi noi chuyen, khong nhu van ban hanh chinh
  • Co phan "Anh/chi dang gap chuyen nao?" voi 5-8 noi dau dung nganh
  • Lua chon la cau chu DN tu noi ra duoc; khong con tu trong cot "Tranh" cua tu dien doi giong
  • Co it nhat 1 cau hoi ve cam xuc (so / met / mong)
  • Khong phong dai noi dau, khong hua ket qua bang con so

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
  • references/ngon-ngu-nguoi-that.md — nguyen tac giong nguoi that, tu dien doi giong, kho noi dau + cam xuc 20 nganh VN, vi du truoc/sau
  • Project root brief-khach-hang-spa-le-chan-20260428.md — Vi du output thuc te (Spa)

Bundled files

The model reads these on demand while the skill is loaded. They are exposed as readable files and are never executed.

Frequently asked questions

What does the 20 Brief Client Intake AI skill do?

Dung khi agency hoac freelancer nhan khach moi va can CHINH KHACH DIEN thong tin dau vao — form 11 phan ve san pham, muc tieu, ngan sach, kenh dang chay, doi thu, tai san san co, kem 20 ban toi uu theo tung nganh. Kich hoat khi user nhac 'brief khach hang', 'client intake', 'form khach dien', 'nhan khach moi', 'hoi khach nhung gi', 'chua biet gi ve khach', 'onboard khach hang moi', 'questionnaire cho khach'. Khong dung cho — tao file context noi bo cho san pham cua chinh minh thi dung skill product-marketing-context; dao sau insight khach hang cuoi thi dung skill 09-insight-khach-hang; brie...

Why use 20 Brief Client Intake on TypingMind?

Because you install it once and use it with any model. 20 Brief Client Intake is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install 20 Brief Client Intake in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/minhnv0807/ai-business-skills/tree/master/skills/vi/20-brief-client-intake. TypingMind reads its SKILL.md and bundles its files and installs it as a skill you can enable per chat.

Which AI models can use 20 Brief Client Intake?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with 20 Brief Client Intake?

As many as you like. As long as a model supports skills, you can use 20 Brief Client Intake with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the 20 Brief Client Intake AI skill free?

Yes. It is published on GitHub by minhnv0807 under the MIT license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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