Complete AI Training
Sign inGet my AI kit

Your job's AI kit

Get your AI kit

Tell us who you are and what you do. We show you your kit right away and email you the link: skills, prompts, AI agents, MCP servers and courses for your job.

500+ jobs ready, and we make a kit for any other job. No payment needed to look.

Share

AI agent for marketing consultants

Client Discovery Intake Agent

Collect complete client information before work starts

AdministrationAutomationMarketing
See how it worksGet access
Client Discovery Intake Agent: what goes in, what the agent does and what you get

What it does

New engagements start with discovery, and missing or conflicting answers slow the first weeks. When a client signs, this agent sends an intake form and collects goals, audiences, past campaigns, budgets, brand files and tool access. It checks the answers for gaps and contradictions, such as a growth goal that does not match the budget. When something is missing or does not fit, it sends specific follow-up questions and collects the files, then checks again until the intake is complete and consistent. Missing tool access is flagged. It then drafts a discovery brief with goals, audiences, constraints and open questions. The consultant reviews the brief before work starts and decides how to handle open questions. Edge case: a client who cannot share data gets a note proposing a smaller scope, so expectations are clear from the start.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Client signs 2 USES A TOOL Send intake form 3 DOES Check answers for gaps and contradictions 4 CHECKS THE RESULT Is the intake complete and consistent? If not: send follow-up questions. Back to step 3. 5 USES A TOOL Draft the discovery brief 6 YOU APPROVE Consultant reviews the brief 7 RESULT Brief ready
Read the steps as a list
  1. Client signs
  2. Send intake form
  3. Check answers for gaps and contradictions
  4. Is the intake complete and consistent?If not: send follow-up questions. Back to step 3.
  5. Draft the discovery brief
  6. Consultant reviews the briefThe agent waits here for your OK.
  7. Brief ready

How it decides

Each required field must be filled. Contradictions trigger questions.

  • Goals checked against budget
  • Missing access flagged
  • Smaller scope when data cannot be shared

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Intake questions
  • Follow-up timing
  • Brief format

What keeps you in control

It always asks you first

  • Brief

Hard limits

  • Never shares client files
  • Never commits to results

It stops when

  • Done: brief ready
  • Stop: client stops responding

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA software startup signs on March 2, and the agent sends the intake form. The answers say the target is small businesses, but the sales list shows mostly enterprise deals. The check fails. The agent asks two follow-up questions, and the founder clarifies that the plan is to move to mid-size firms. The agent drafts the discovery brief, and the consultant reviews it on March 6.

More agents for marketing consultants

Monitoring · Analysis

Campaign Budget Pacing Diagnosis Agent

Pacing alerts that reflect real spend, not data delays.

8 steps1 check7 jobs
Analysis · Creatives

Post-Campaign Creative Performance Review Agent

A short list of evidence-backed learnings the team can add to its playbook

9 steps2 checks9 jobs
Analysis · Decisions

Health Campaign Evaluation Agent

The officer knows whether the campaign changed behavior and which changes improved results.

11 steps1 check2 jobs
Analysis · Reporting

Win and Loss Interview Synthesis Agent

Show the real reasons deals are won and lost, with evidence strength for each.

11 steps1 check8 jobs