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Agency Brief Forge
Turn messy client conversations into clean, protected briefs and SOWs that lock scope and protect margin.
$29
Agency Brief Forge
Example session with this skill installed
Turn this messy client conversation into a protected brief:
Client (email):
"Hey, we need a new website. Something modern, mobile-friendly, with a blog and maybe a member area. We also want better SEO and possibly some ongoing content support. Looking to launch before the holiday season. Budget is flexible but we don’t want to overspend. Can you also look at our current branding and maybe refresh it a bit? Let me know what you think and next steps."
Call notes
- They currently have a 5-year-old WordPress site
- Main goal is more qualified leads
- They mentioned “member area” but weren’t clear if it needs login, payments, or just gated content
- Branding: they like their logo but feel the overall look is dated
- Timeline: “before holiday season” (no specific date)
- No clear budget number given
- Read your context and instructions
- Compiled the agency brief forge
- Generated the document
Protected Client Brief
Client: [Client Name]
Date: [Today]
Prepared by: Agency
Objective
Increase qualified lead generation through a modern, conversion-focused website that replaces the current outdated WordPress site.
Success Metrics
- Clear improvement in qualified lead volume (baseline to be established)
- Mobile-friendly, fast-loading experience
- Launch completed before the holiday season (specific date still required)
In Scope
- Discovery and information architecture
- Modern website redesign and development (public-facing pages)
- Basic blog functionality
- On-page SEO foundation
- Light visual refresh of existing brand (logo remains, overall look updated)
Out of Scope
- Member area / user login system
- Payment or membership functionality
- Ongoing content creation or content marketing retainer
- Full brand identity redesign (new logo, complete visual system)
- Paid media or advertising management
- Ongoing SEO retainer beyond initial on-page setup
Assumptions
- Existing logo will be retained
- Client will provide all content, images, and brand assets in a timely manner
- Current hosting and domain remain in place (or will be handled by client)
- No complex third-party integrations required beyond standard forms and analytics
Client Dependencies
- Final confirmation of launch deadline — required before timeline can be locked
- Access to current website, analytics, and brand assets
- Decision on whether any gated content is actually required (currently flagged as out of scope)
Open Questions
- What is the hard launch date before the holiday season?
- Is a true member/login area required, or was this a soft idea? (Currently treated as out of scope)
- What does “budget is flexible” mean in practical terms? Is there a ceiling we should design within?
- Who are the key decision-makers and what is the approval process?
Risks & Flags
- “Member area” mention is a classic scope-expansion risk. Kept explicitly out of scope until confirmed and priced.
- “Ongoing content support” is out of scope. Any content work must be scoped and priced separately.
- Timeline pressure without a fixed date creates delivery risk.
- Branding language (“maybe refresh it a bit”) is vague — currently limited to a light visual update only.
Recommended Next Step
Issue a fixed-fee proposal for the core website + light brand refresh. Hold any member area or content retainer as optional paid add-ons after the main project is agreed.
agency-brief-forge.pdf
PDF · document
Example file from a real run - the skill writes it into your workspace.
Connects securely to your tools. The creator never sees your data.
What you get
About this skill
Agency Brief Forge turns vague client emails, call notes, Slack threads, and discovery dumps into sharp, commercially protected briefs and Statements of Work.
Most agencies lose money in the gap between “the client said a bunch of things” and “we have a clear, defensible scope.” This skill closes that gap.
What it produces
- Protected Client Briefs with clear Objective, In Scope / Out of Scope, Assumptions, Client Dependencies, Open Questions, and Risk Flags
- Tight Statements of Work with acceptance criteria, change control, and commercial protection
- Discovery Summaries when the input is still too raw
Who it’s for Creative, marketing, product, and full-service agencies that are tired of scope creep starting at the briefing stage.
Why it works It forces senior-level structure every time. No vague language. No open-ended promises. No missing exclusions. Just clear boundaries the client can respect and the agency can deliver against profitably.
Pair it with Agency Proposal Closer or Agency Margin Shield for a full commercial pipeline.
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
Download the ZIP
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- 2
Unzip into your skills folder
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- 3
Ask your agent to use it
Restart the agent if it was already running. It picks the skill up automatically - no config needed.
Skills folder by agent
Click the path to copy it. Create the folder if it does not exist yet.
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