20 Brief Client Intake

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:

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?

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

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)