SKILL
Client Intake & Scoping
Turn messy client briefs into clear scope, timeline, and pricing
Beginner
10-question intake checklist (goal, user, deadline, budget, definition of done)
Intermediate
1-page proposal: in/out scope, milestones, max revisions, payment terms
Advanced
30-minute discovery call plus a signed written brief before work starts
Practice task
Answer 5 intake questions (goal, audience, constraint, budget, timeline) for a fictional client brief, then write a 1-page scope: deliverables, 3 milestones, measurable definition of done, assumptions, and one out-of-scope item
Pass test
Pass test: send the scope to a friend who acts like a client. You pass if they can name the 3 milestones and the definition of done without asking again, there is at least 1 written assumption, 1 out-of-scope item, and no vague phrases without numbers.
Portfolio evidence
Example brief plus scope proposal (sensitive data redacted)
Common mistake
Starting work without a definition of done - endless revisions and payment disputes
USED IN THESE ROLES
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