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Agent instructions to intake, scope, and confirm a new client.
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Why You'll Love This
Intake Flow
Agent Rules
Exactly What You Get
1
Collect goal, budget, timeline, stakeholders.
2
Summarize back in their words.
3
Confirm scope in writing before kickoff.
4
Ask for missing fields, never assume.
5
Flag misaligned budget vs goal.
Why This Matters
Agent instructions to intake, scope, and confirm a new client.