Client Intake Form Claude Skill — Onboarding Questionnaire

Build an intake form that gets you what you need without making the client groan: business basics, goals, current state, context, assets, and stakeholders.

What this Claude Skill does

• Ask only what informs the actual work — 25-40 questions max
• Map questions to delivery decisions, not curiosity
• Use branching so creators don't answer irrelevant sections
• Set the confirmation and SLA so the client feels held

Built for

• Agencies and consultants onboarding new clients
• Service businesses standardizing intake
• Coaches gathering pre-engagement context

What's inside

• SKILL.md — the full skill file with frontmatter, methodology, phases, examples, anti-patterns, and recovery
• Step-by-step phases Claude follows to produce a senior-level output every time
• Worked examples with realistic detail you can adapt to your situation
• Anti-patterns + recovery playbook so the work survives edge cases
• Delivery file tree so outputs land organized for you or your client

How a Claude Skill works

This is a Claude Skill — a single SKILL.md file Claude reads as instructions for a specific kind of work. Drop it in your Claude Project, your /mnt/skills/user/ folder, or wherever Claude can read it. Claude triggers the skill automatically when your prompt matches its description, then follows the methodology end to end.

Author

Built by Ukiyo Productions — a strategy-led branding and growth agency. Part of a 100+ skill marketplace built for founders, operators, consultants, and agencies.