Intake summary · IN SHORT
Give the skill your rough meeting notes and get an intake report with the conclusion first. Facts, quotations and interpretations stay distinct; missing information becomes specific follow-up questions.
Your brief
Notes: needs a new site, current site hard to update. ‘Ideally soon.’ Budget not discussed. Spoke to an employee; owner decides. Next: send examples.
Possible draft
Summary: a website need exists; decision-making and timing remain open. Deadline: unknown; ‘ideally soon’ is not a date. Budget: unknown. Follow-up: when must the site be ready, and when can the owner join the conversation?
01 / THE FOUNDATION
A structured report with the client's need, an outline approach, unresolved points and a concrete next step.
02 / SEE HOW IT WORKS
Notes: needs a new site, current site hard to update. ‘Ideally soon.’ Budget not discussed. Spoke to an employee; owner decides. Next: send examples.
Summary: a website need exists; decision-making and timing remain open. Deadline: unknown; ‘ideally soon’ is not a date. Budget: unknown. Follow-up: when must the site be ready, and when can the owner join the conversation?
This example shows the approach. It is not a client result or a guarantee of a particular outcome.
03 / GET STARTED
The skill distinguishes facts, exact quotations and your own interpretations.
The situation and client need get a clear structure. Any suggested approach remains at outline level.
An unknown budget, missing decision-maker or vague deadline becomes a precise follow-up question.
04 / MAKE IT YOURS
Take the instructions, add your own context and review the draft. You stay in control.
Full informationDownload. Apply. Refine.
File language: English