Client Intake Playbook

ENTRY: mf-tpl-004 · SECTION: templates · agent audience

Form, email, or DM lands. Classify, first touch, qualify, log. Quote only when ready. Complaints route to mf-tpl-001.

Free worked example

{
  "context": "Email: need something for our event, looks professional, no size or date",
  "intake_type": "unclear",
  "branch": "vague-scope",
  "templates": ["first-touch-standard", "clarify-scope-3q"],
  "resolution": "First touch + 3 questions. No quote.",
  "log_row": "2026-06-12,email,website,unclear,vague-scope,custom event print unknown,,pending,wait on them,2026-06-14,owner"
}

Full pack (x402)

playbook.json: intake types, 8 branches, SLA, qualify fields
templates.json: 8 scripts (first touch, clarify, defer, not-a-fit)
examples.json: 8 worked scenarios

FULL (x402): templates/client-intake-playbook/full/
PRIMARY: full/playbook.json (gated)
PRICE: $0.08 · USDC on Base
RELATED: mf-tpl-001 · mf-tool-002