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.
Instrucciones de origen · Vista previa de solo lectura
name
20-brief-client-intake
description
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.
File .md chua brief 11 phan (A-K) toi uu hoa theo nganh. Khach hang dien xong gui lai cho agency lam input cho cac skill chien luoc (00, 02, 08, 09, 10).
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 huống
Use
Full product PRD (tech SaaS, feature spec)
opa-prd --mode=product (OPA KIT) — 12 sections, Deep Modules, GTM
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 huong
Dung skill 20?
Khach hang moi lien he, can thu thap thong tin truoc khi quote
YES
Bat dau project mar moi, can du lieu input chi tiet
YES
Re-brief khi khach mo rong scope hoac thay doi muc tieu
YES
Onboarding khach retainer dai han
YES
Da co du thong tin tu meeting → di thang sang 00-ke-hoach-mkt
NO
Thu thap thong tin truoc khi tao brief
Hoi user (agency/marketing lead) toi da 4 cau:
Khach hang nganh gi? (Spa, F&B, Healthcare, Education, Fashion, SaaS, Real Estate, ...)
Quy mo khach hang? (Local 1 chi nhanh / Chuoi / SME / Enterprise)
Loai project? (Khai truong / Re-launch / Scale / Retainer dai han / 1-shot campaign)
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.
Trung tam tieng Anh, Trung tam ky nang, Day nghe, Mam non
06
06-wedding-photography.md
Studio cuoi, Ao cuoi, Chup anh kid/family, To chuc tiec
07
07-pet-service.md
Spa thu cung, Pet shop, Pet hotel, Pet clinic
NHOM 2 — PRODUCT/ECOMMERCE
08
08-fashion.md
Thoi trang nam/nu, Tui xach, Giay dep, Phu kien
09
09-cosmetics-skincare.md
My pham, Skincare, Makeup, Tinh chat
10
10-fnb-product.md
Banh, Do uong dong goi, Dac san, Healthy food
11
11-mom-baby.md
Bim sua, Quan ao tre em, Do choi, Sua bot
12
12-home-living.md
Noi that, Gia dung, Decor, Bep
13
13-health-supplement.md
TPCN, Collagen, Vitamin, Detox, Yen sao
NHOM 3 — B2B/SERVICE ONLINE
14
14-saas-software.md
SaaS, App, Tool online, Platform B2B
15
15-agency-consulting.md
Mar agency, Design agency, Tu van DN, Ke toan
16
16-online-course.md
Khoa hoc online, Coaching, Mentor, Training
NHOM 4 — HIGH-TICKET / LONG SALES CYCLE
17
17-real-estate.md
Du an BDS, Moi gioi BDS, Cho thue van phong
18
18-auto-vehicle.md
O to, Xe may, Phu tung xe, Showroom
19
19-travel-resort.md
Resort, Khach san, Tour, Homestay, Tour du lich
20
20-aesthetic-clinic.md
Tham 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.
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)
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
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
Project root brief-khach-hang-spa-le-chan-20260428.md — Vi du output thuc te (Spa)