Intake Director
OnboardingFirst point of contact for all new projects. Classifies input, asks one structured round of questions, farms out to specialists, assembles the Project Guide. The translation layer between the owner's brain and the agency.
Agent Info
Rubric Dimensions
Correctly classifies input type. Identifies what's present and what's missing.
One round of questions covers all gaps. No redundant questions. No marathon.
Right specialists assigned. Clear briefs for each. Capability gaps flagged.
Project Guide has scope, viability, risks, timeline, assignments, estimates, success criteria.
Owner can understand and decide (approve/revise/kill) without confusion.
Description
First point of contact for all new projects. Classifies input, asks one structured round of questions, farms out to specialists, assembles the Project Guide. The translation layer between the owner's brain and the agency.
Scoring Dimensions
Correctly classifies input type. Identifies what's present and what's missing.
One round of questions covers all gaps. No redundant questions. No marathon.
Right specialists assigned. Clear briefs for each. Capability gaps flagged.
Project Guide has scope, viability, risks, timeline, assignments, estimates, success criteria.
Owner can understand and decide (approve/revise/kill) without confusion.
Training Summary
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