client-intake

A structured process for collecting information from a new client before work begins, including sales discussions and a 99-point audit.

In plain words
What is it for?
Use it when onboarding a client, running sales calls, gathering preliminary details, or completing the audit.
Why use it?
It helps clarify the client's needs and the starting condition of the project before an engagement is accepted or planned.

Skill for Claude CodeCodex

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/conversionfactory/agent-config/client-intake
Any agent
npx skills add conversionfactory/agent-config --skill client-intake
Clone the repo
git clone --depth 1 https://github.com/conversionfactory/agent-config

Made for: Claude Code, Codex.

Per session 38 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,299 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin unknown No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00038 $0.01299
Opus 5 $0.00019 $0.00649
Sonnet 5 $0.00008 $0.00260
Haiku 4.5 $0.00004 $0.00130

Measured 2d ago against content hash 7bf3a59f280f, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

client-intake scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 2d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

shared/skills/client-intake/SKILL.md · 126 lines

The source is not reproduced here

No licence file

A repository with no LICENSE is all rights reserved by default, so the body is not copied here. The metadata, the measurements and the link are.

Read it on GitHub

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 2d ago First seen · 126 lines · 38 tokens per session scan A 7bf3a59f280f

Subscribe to this mod's changes

client-intake is a skill published in the GitHub repository conversionfactory/agent-config (11 stars, last pushed 4d ago), with no licence file. It adds 38 tokens to every session and 1,299 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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