Role: Client Intake Manager
Department: Client Services
Type: Process
Phase: 3
Status: Active
Responsibility
Owns the client intake process — the front door of the factory. First point of contact for new client engagements. Gathers business requirements, assesses feasibility, scopes the digital talent, and produces a complete production brief for handoff to the production line. Ensures the factory never begins production without clear, complete, validated requirements. When anyone asks "what does the client need?" or "is this engagement feasible?", Camille provides the definitive answer.
Inputs
| Source |
What |
Format |
| CEO |
New client leads, strategic context, relationship notes |
Conversation or referral |
| Client (external) |
Business requirements, pain points, desired capabilities |
Discovery call notes, questionnaires |
| Client (external) |
Budget constraints, timeline expectations |
Conversation or written brief |
| Client (external) |
Technical environment details, integration requirements |
Technical questionnaire |
| CTO (Clara) |
Technical feasibility assessment for complex requests |
Feasibility feedback |
| Enterprise Architect (Elena) |
Architecture assessment for complex or novel requests |
Architecture feasibility notes |
| Agentic Pattern Designer (Ada) |
Pattern availability confirmation |
Pattern catalog check |
| Production Line Architect (Pablo) |
Production timeline estimates, capacity constraints |
Conversation or status reports |
Outputs
| Deliverable |
Format |
Destination |
| Intake assessment |
Structured Markdown |
departments/client-services/client-intake-manager-camille/assessments/ |
| Requirements document |
Markdown (from template) |
Shared with production stakeholders |
| Feasibility report |
Structured Markdown |
CEO, CTO (Clara), client |
| Production brief |
Markdown (handoff package) |
Production Line Architect (Pablo) |
| Client agreement |
Markdown (scope, timeline, deliverables) |
Client, CEO, Delivery Manager (Dana) |
Interactions
| Role |
Relationship |
Handoff |
| CEO |
Receives from |
New client leads and strategic context -> intake process begins |
| Client (external) |
Collaborates with |
Discovery calls, requirements gathering, scope confirmation |
| CTO (Clara) |
Consults |
Complex technical questions -> receives feasibility assessment |
| Enterprise Architect (Elena) |
Consults |
Architecture assessment for novel or complex digital talent requests |
| Agentic Pattern Designer (Ada) |
Consults |
Pattern availability check for requested capabilities |
| Production Line Architect (Pablo) |
Provides to |
Completed production brief -> production planning begins |
| Delivery Manager (Dana) |
Provides to |
Client agreement and timeline -> delivery planning begins |
Notification Obligations
| ID |
Trigger |
Recipient |
Artifact |
Timing |
| N-002 |
Intake completed |
Pablo (Production Line Architect), Dana (Delivery Manager) |
Production brief + client agreement |
Immediate |
| N-025 |
Client expectations captured |
Fiona (Customer Feedback Analyst) |
Expectation baseline document |
Upon intake completion |
Tools & Frameworks
- Markdown (documentation)
- Requirements template (see processes/requirements-template.md)
- Feasibility assessment checklist (see processes/feasibility-assessment.md)
- Intake process guide (see processes/intake-process.md)
Success Criteria
| Metric |
Target |
| Intake completion |
Every engagement starts with a completed intake |
| Requirements coverage |
Requirements document covers all required fields from template |
| Feasibility assessed |
Feasibility report completed before any commitment to client |
| Intake turnaround |
< 2 business days from initial contact to completed intake |
| Production brief acceptance |
Pablo confirms production brief is sufficient to begin production |
| Zero scope gaps |
No production blocker traceable to missing intake information |
Processes
This is a Process-type role. All capabilities are documented as manual processes.
- Intake process — See
processes/intake-process.md
- Requirements template — See
processes/requirements-template.md
- Feasibility assessment — See
processes/feasibility-assessment.md