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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.

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含まれるファイル(23)

  • SKILL.md11.6 KB
  • README.md5.6 KB
  • references/ngon-ngu-nguoi-that.md11.8 KB
  • variants/01-spa-beauty.md20.7 KB
  • variants/02-fnb-restaurant.md13.4 KB
  • variants/03-healthcare-clinic.md14.2 KB
  • variants/04-fitness-gym-yoga.md9.3 KB
  • variants/05-education-center.md12.0 KB
  • variants/06-wedding-photography.md10.1 KB
  • variants/07-pet-service.md8.5 KB
  • variants/08-fashion.md10.5 KB
  • variants/09-cosmetics-skincare.md11.0 KB
  • variants/10-fnb-product.md9.9 KB
  • variants/11-mom-baby.md10.7 KB
  • variants/12-home-living.md10.3 KB
  • variants/13-health-supplement.md12.5 KB
  • variants/14-saas-software.md10.7 KB
  • variants/15-agency-consulting.md10.6 KB
  • variants/16-online-course.md10.7 KB
  • variants/17-real-estate.md10.9 KB
  • variants/18-auto-vehicle.md10.2 KB
  • variants/19-travel-resort.md11.0 KB
  • variants/20-aesthetic-clinic.md12.7 KB

SKILL.md(原文)

インストールする前に、エージェントに与えられる指示の中身を確認できます。

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)

レビュー

まだレビューはありません。使ってみた感想をお寄せください。

同じリポジトリのスキル

概要と使いどころ

Dung khi can ke hoach marketing tong the cho mot ky — muc tieu, phan khuc, kenh, ngan sach, timeline, KPI va ma tran rui ro. Co ca che do ban day du va che do ke hoach 1 trang cho chu doanh nghiep nho. Kich hoat khi user nhac 'lap ke hoach marketing', 'ke hoach MKT', 'marketing plan', 'chien luoc marketing nam', 'plan quy toi', 'ke hoach 1 trang'. Khong dung cho — tinh nguoc ngan sach tu doanh thu thi dung skill 10-tinh-kpi-nguoc; phan bo ngan sach chi tiet theo kenh thi dung skill 61-budget-planning; brief mot chien dich cu the thi dung skill 02-brief-chien-dich.

日本語の概要は準備中です。原文の説明を表示しています。

minhnv0807/ai-business-skills6132026年9月12日 更新

Use when the user needs an overall marketing plan for a period — objectives, segments, positioning, channel mix, content direction, budget, timeline, KPIs, and a risk matrix, adapted to US, EU, SEA, or LATAM. Trigger on 'marketing plan', 'marketing strategy for next year', 'go-to-market roadmap', 'plan for Q3', 'we have no marketing plan', 'where should we spend next quarter'. Also use when a founder only says the business needs to grow and has no idea which channel to start with. Not for — one specific campaign, see `02-campaign-brief-global`; working backward from a revenue goal to spend, see `10-reverse-kpi-global`; splitting a budget across channels and months, see `61-budget-planning-global`; taking a brand new product to market, see `59-go-to-market-global`.

日本語の概要は準備中です。原文の説明を表示しています。

minhnv0807/ai-business-skills6132026年9月12日 更新

Use when the user needs a monthly or weekly content calendar — posting schedule per channel, funnel ratio, content pillars, repurposing matrix, and an owner per slot. Trigger on 'content calendar', 'posting schedule', 'what should we post this month', 'editorial calendar', 'social media plan', 'we post randomly with no plan'. Also use when the user only says the team keeps running out of things to post. Not for — the brief for one specific post, see `36-content-brief-global`; the caption text itself, see `37-social-caption-global`; deciding next period content from last period data, see `40-next-content-plan-global`; a paid campaign timeline, see `02-campaign-brief-global`.

日本語の概要は準備中です。原文の説明を表示しています。

minhnv0807/ai-business-skills6132026年9月12日 更新

Dung khi can lich dang bai cho ca thang — chot content pillar va ti le, xep bai theo ngay va khung gio, ma tran tai su dung noi dung, va gan muc tieu cho tung tru cot. Kich hoat khi user nhac 'lich noi dung', 'content calendar', 'thang nay dang gi', 'len lich dang bai', 'ke hoach content thang', 'phan bo noi dung'. Khong dung cho — brief tung bai truoc khi viet thi dung skill 36-content-brief; viet caption thanh pham thi dung skill 37-caption-social; lap plan ky sau tu data thi dung skill 40-next-content-plan.

日本語の概要は準備中です。原文の説明を表示しています。

minhnv0807/ai-business-skills6132026年9月12日 更新

Dung khi can brief mot chien dich cu the cho ca team thuc thi — muc tieu, thong diep, deliverable, timeline phan cong theo tuan, gate duyet va ma tran rui ro. Kich hoat khi user nhac 'brief chien dich', 'ke hoach campaign', 'len brief cho team', 'chien dich thang toi', 'phan cong campaign', 'timeline chien dich'. Khong dung cho — ke hoach marketing ca ky thi dung skill 00-ke-hoach-mkt; danh sach asset can thiet ke thi dung skill 41-campaign-asset-list; giao viec cho tung nguoi thi dung skill 64-team-brief.

日本語の概要は準備中です。原文の説明を表示しています。

minhnv0807/ai-business-skills6132026年9月12日 更新

Use when a specific campaign needs a brief the whole team can execute from — context, objective, audience, core message, creative direction, channels, deliverables, week-by-week timeline, approval gates, and risks. Trigger on 'campaign brief', 'creative brief', 'launch brief', 'brief the team on this campaign', 'we are running a promo next month', 'what is the plan for this campaign'. Also use when the user describes a promotion out loud and asks for something the team can actually run. Not for — the whole period plan, see `00-marketing-plan-global`; the list of design files needed, see `41-campaign-asset-list-global`; assigning work to one person, see `64-team-brief-global`; a new product launch sequence, see `59-go-to-market-global`.

日本語の概要は準備中です。原文の説明を表示しています。

minhnv0807/ai-business-skills6132026年9月12日 更新

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