{
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  "item": {
    "slug": "client-intake-bot-pro",
    "name": "Client Intake Bot Pro",
    "source": "tencent",
    "type": "skill",
    "category": "开发工具",
    "sourceUrl": "https://clawhub.ai/kambrosgroup/client-intake-bot-pro",
    "canonicalUrl": "https://clawhub.ai/kambrosgroup/client-intake-bot-pro",
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    "sourcePlatform": "tencent",
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    "extraction": "Extract archive",
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      "OpenClaw"
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      "SKILL.md"
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      "Download the package from Yavira.",
      "Extract the archive and review SKILL.md first.",
      "Import or place the package into your OpenClaw setup."
    ],
    "agentAssist": {
      "summary": "Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.",
      "steps": [
        "Download the package from Yavira.",
        "Extract it into a folder your agent can access.",
        "Paste one of the prompts below and point your agent at the extracted folder."
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          "label": "New install",
          "body": "I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Tell me what you changed and call out any manual steps you could not complete."
        },
        {
          "label": "Upgrade existing",
          "body": "I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Summarize what changed and any follow-up checks I should run."
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      "detail": "Yavira can redirect you to the upstream package for this source.",
      "primaryActionLabel": "Download for OpenClaw",
      "primaryActionHref": "/downloads/client-intake-bot-pro"
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        "Use the Yavira download entry.",
        "Review SKILL.md after the package is downloaded.",
        "Confirm the extracted package contains the expected setup assets."
      ],
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        "Confirm the extracted package includes the expected docs or setup files.",
        "Validate the skill or prompts are available in your target agent workspace.",
        "Capture any manual follow-up steps the agent could not complete."
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  "agentAssist": {
    "summary": "Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.",
    "steps": [
      "Download the package from Yavira.",
      "Extract it into a folder your agent can access.",
      "Paste one of the prompts below and point your agent at the extracted folder."
    ],
    "prompts": [
      {
        "label": "New install",
        "body": "I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Tell me what you changed and call out any manual steps you could not complete."
      },
      {
        "label": "Upgrade existing",
        "body": "I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Summarize what changed and any follow-up checks I should run."
      }
    ]
  },
  "documentation": {
    "source": "clawhub",
    "primaryDoc": "SKILL.md",
    "sections": [
      {
        "title": "Client Intake Bot",
        "body": "Qualify leads while you sleep. This skill creates conversational intake workflows that capture prospect information, score their fit, and route the best opportunities to you — automatically."
      },
      {
        "title": "What It Does",
        "body": "Conversational Intake: Natural Q&A flow instead of boring forms\nLead Scoring: Score prospects on budget, timeline, fit, and authority\nAuto-Responses: Instant personalized replies based on score\nSmart Routing: Hot leads → immediate notification; cold leads → nurture sequence\nQualification Logic: Branching questions based on previous answers\nFollow-Up Sequences: Automated nurture for not-yet-ready prospects"
      },
      {
        "title": "1. Basic Intake Setup",
        "body": "\"Create a client intake bot for my [web design] business.\n\nQualifying questions:\n1. What type of project? (Website redesign, New website, E-commerce)\n2. What's your budget range? (<$5k, $5k-$15k, $15k+)\n3. What's your timeline? (ASAP, 1-3 months, 3+ months)\n4. Do you have content ready? (Yes, No, Partially)\n\nHot lead criteria: Budget $5k+, Timeline 1-3 months\n\""
      },
      {
        "title": "2. Service-Specific Intake",
        "body": "\"Create an intake workflow for consulting inquiries:\n\nMy services: Strategy consulting, Implementation, Training\nQualification factors:\n- Company size (startup, SMB, enterprise)\n- Problem urgency (critical, important, exploratory)\n- Decision timeline (immediate, this quarter, future)\n- Budget authority (decision maker, influencer, researcher)\n\nScoring: Assign 1-10 points per factor, route 30+ to me immediately\""
      },
      {
        "title": "3. Multi-Step Nurture",
        "body": "\"Design a nurture sequence for leads who aren't ready yet:\n\nTrigger: Score 15-29 (warm but not hot)\nSequence:\n- Day 0: \"Thanks + helpful resource\"\n- Day 3: \"Case study relevant to their industry\"\n- Day 7: \"Educational content about their problem\"\n- Day 14: \"Check-in + soft pitch\"\n- Day 30: \"Monthly newsletter opt-in\"\n\nPersonalize based on their specific answers\""
      },
      {
        "title": "Phase 1: Initial Capture",
        "body": "Entry Points:\n\nWebsite contact form\nSocial media DM auto-responder\nEmail autoresponder\nCalendar booking pre-qualification\nLanding page chatbot\n\nFirst Message Template:\n\n\"Hi [Name]! Thanks for reaching out about [service].\n\nTo make sure I'm the right fit for your project, I'd love to learn a bit more. This takes about 2 minutes.\n\nWhat's the main goal you're trying to achieve?\""
      },
      {
        "title": "Phase 2: Qualification Questions",
        "body": "Design your question flow:\n\nQuestion Types:\n\nMultiple choice: Easy to answer, easy to score\nOpen text: Richer context, harder to auto-score\nYes/No: Quick decision points\nScale (1-5): Quantifiable fit metrics\nFile upload: RFPs, briefs, existing materials\n\nQuestion Sequence (example for web design):\n\n\"What type of project?\" (Multi-choice)\n\nWebsite redesign → \"What's your current website URL?\"\nNew website → \"Do you have a domain registered?\"\nE-commerce → \"How many products?\" + \"Platform preference?\"\n\n\n\n\"What's your budget?\" (Multi-choice with ranges)\n\n<$5k → \"I may not be the best fit, but here are some resources...\"\n$5k-$15k → Continue\n$15k+ → High-value track\n\n\n\n\"What's your timeline?\" (Multi-choice)\n\nASAP → Urgency flag\n1-3 months → Standard track\n3+ months → Nurture track\n\n\n\n\"Tell me about your business...\" (Open text)\n\nCapture context for personalized response"
      },
      {
        "title": "Phase 3: Lead Scoring",
        "body": "Scoring Matrix Example:\n\nFactorCold (1-3)Warm (4-7)Hot (8-10)Budget<$5k$5k-$15k$15k+Timeline6+ months1-3 months<1 monthFitOutside expertisePartial matchIdeal clientAuthorityResearcherInfluencerDecision maker\n\nScore Ranges:\n\n0-15: Cold → Automated nurture sequence\n16-29: Warm → Personalized email + add to newsletter\n30-40: Hot → Immediate notification + priority follow-up"
      },
      {
        "title": "Phase 4: Auto-Response",
        "body": "Hot Lead Response:\n\n\"Hi [Name],\n\nThanks for sharing those details about your [project type]. Based on what you've told me, this sounds like a great fit!\n\n[Personalized paragraph referencing their specific situation]\n\nI'd love to schedule a 20-minute call to discuss further. Here are some times that work for me:\n[Calendar link]\n\nTalk soon,\n[Your name]\"\n\nWarm Lead Response:\n\n\"Hi [Name],\n\nThanks for reaching out! I've reviewed your project details and think there could be a good fit here.\n\n[Specific feedback on their project]\n\nWhile you're considering next steps, here are a few resources that might help:\n- [Relevant case study]\n- [Helpful blog post]\n- [Free tool/template]\n\nI'll follow up in a few days, but feel free to reply if you have questions.\n\nBest,\n[Your name]\"\n\nCold Lead Response:\n\n\"Hi [Name],\n\nThanks for getting in touch! I appreciate you considering me for your project.\n\nBased on what you've shared, I don't think I'm the best fit for this particular scope. However, I'd recommend:\n- [Alternative solution]\n- [Resource to help DIY]\n- [Referral to someone who is a better fit]\n\nBest of luck with your project!\n\n[Your name]\""
      },
      {
        "title": "Phase 5: Routing & Notification",
        "body": "Notification Rules:\n\nHot Leads (30-40):\n  - Immediate: Email + SMS to you\n  - Action: Schedule within 24 hours\n  - SLA: Respond within 2 hours\n\nWarm Leads (16-29):\n  - Immediate: Email to you (batch digest OK)\n  - Action: Add to nurture sequence\n  - SLA: Respond within 48 hours\n\nCold Leads (0-15):\n  - Immediate: Polite decline auto-sent\n  - Action: Add to general newsletter (if opted in)\n  - SLA: None (automated)"
      },
      {
        "title": "Conditional Logic",
        "body": "Branch based on answers:\n\nIF project_type = \"E-commerce\" AND budget < $10k:\n  → \"For e-commerce projects under $10k, I recommend [platform]...\"\n  → Route to DIY resources\n  → Offer paid consultation instead of full service\n\nIF timeline = \"ASAP\" AND budget = \"$15k+\":\n  → \"Rush projects are possible with 25% premium...\"\n  → Priority notification to you\n  → Expedited scheduling link"
      },
      {
        "title": "Industry-Specific Customization",
        "body": "For Agencies:\n\nCapture: Current agency relationship, reason for switching\nScore: Budget, timeline, decision process\nRoute: By service line (SEO, PPC, creative)\n\nFor Consultants:\n\nCapture: Problem urgency, internal capabilities, past attempts\nScore: Complexity, budget, commitment level\nRoute: By expertise area\n\nFor Freelancers:\n\nCapture: Project scope, ongoing vs one-time, communication preference\nScore: Rate fit, project interest, client personality fit\nRoute: By project type"
      },
      {
        "title": "Integration Points",
        "body": "CRM Integration:\n\nCreate contact in HubSpot/Salesforce/Pipedrive\nTag with lead score and source\nAdd to appropriate pipeline stage\n\nCalendar Integration:\n\nHot leads → Priority booking link (shorter notice)\nWarm leads → Standard booking link\nAuto-add context to calendar description\n\nEmail Integration:\n\nAdd to segmented lists based on score\nTrigger nurture sequences\nTrack engagement for re-scoring"
      },
      {
        "title": "Not-Ready-Yet Nurture (30-day)",
        "body": "Day 0: Thank you + relevant resource\nDay 3: Case study from their industry\nDay 7: Educational content (blog post, video)\nDay 14: Soft check-in + offer free consultation\nDay 21: Social proof (testimonials, results)\nDay 30: \"Still interested?\" re-engagement"
      },
      {
        "title": "Stale Lead Revival (90-day)",
        "body": "Day 90: \"What changed?\" survey\nDay 120: New service announcement\nDay 180: \"Last chance\" breakup email"
      },
      {
        "title": "Metrics to Track",
        "body": "Conversion Rate: Intake starts → qualified leads\nResponse Rate: Your replies to hot leads\nWin Rate: Qualified leads → closed deals\nAverage Deal Size: By lead source and score\nTime to Close: By lead temperature\nNurture Engagement: Email opens/clicks from cold leads"
      },
      {
        "title": "Best Practices",
        "body": "Keep it short — 3-5 questions max for initial qualification\nAsk budget early — filter price shoppers quickly\nMake it conversational — not a form, a dialogue\nRespond fast — 5 minutes is the new standard for hot leads\nPersonalize everything — reference their specific answers\nSet expectations — tell them what happens next\nAlways provide value — even \"no\" responses get something helpful"
      },
      {
        "title": "Common Mistakes",
        "body": "Too many questions — abandonment rates skyrocket after 5 questions\nNo scoring — treating all leads equally wastes time\nSlow response — hot leads go cold in hours, not days\nGeneric responses — obvious automation kills trust\nNo nurture — warm leads become hot with time and education\nIgnoring data — not iterating based on conversion patterns"
      },
      {
        "title": "Integration Ideas",
        "body": "Connect to proposal-generator to auto-create proposals for hot leads\nUse with invoice-tracker to manage client payments post-close\nPair with content-repurposer to create lead magnets for nurture sequences"
      },
      {
        "title": "Monetization Note",
        "body": "This skill is part of the Freelancer Revenue Engine. For maximum value, use alongside:\n\nproposal-generator — convert qualified leads to proposals\ninvoice-tracker — manage client payments\n\nBundle available: Freelancer Revenue Engine ($89)"
      }
    ],
    "body": "Client Intake Bot\n\nQualify leads while you sleep. This skill creates conversational intake workflows that capture prospect information, score their fit, and route the best opportunities to you — automatically.\n\nWhat It Does\nConversational Intake: Natural Q&A flow instead of boring forms\nLead Scoring: Score prospects on budget, timeline, fit, and authority\nAuto-Responses: Instant personalized replies based on score\nSmart Routing: Hot leads → immediate notification; cold leads → nurture sequence\nQualification Logic: Branching questions based on previous answers\nFollow-Up Sequences: Automated nurture for not-yet-ready prospects\nQuick Start\n1. Basic Intake Setup\n\"Create a client intake bot for my [web design] business.\n\nQualifying questions:\n1. What type of project? (Website redesign, New website, E-commerce)\n2. What's your budget range? (<$5k, $5k-$15k, $15k+)\n3. What's your timeline? (ASAP, 1-3 months, 3+ months)\n4. Do you have content ready? (Yes, No, Partially)\n\nHot lead criteria: Budget $5k+, Timeline 1-3 months\n\"\n\n2. Service-Specific Intake\n\"Create an intake workflow for consulting inquiries:\n\nMy services: Strategy consulting, Implementation, Training\nQualification factors:\n- Company size (startup, SMB, enterprise)\n- Problem urgency (critical, important, exploratory)\n- Decision timeline (immediate, this quarter, future)\n- Budget authority (decision maker, influencer, researcher)\n\nScoring: Assign 1-10 points per factor, route 30+ to me immediately\"\n\n3. Multi-Step Nurture\n\"Design a nurture sequence for leads who aren't ready yet:\n\nTrigger: Score 15-29 (warm but not hot)\nSequence:\n- Day 0: \"Thanks + helpful resource\"\n- Day 3: \"Case study relevant to their industry\"\n- Day 7: \"Educational content about their problem\"\n- Day 14: \"Check-in + soft pitch\"\n- Day 30: \"Monthly newsletter opt-in\"\n\nPersonalize based on their specific answers\"\n\nThe Intake Workflow\nPhase 1: Initial Capture\n\nEntry Points:\n\nWebsite contact form\nSocial media DM auto-responder\nEmail autoresponder\nCalendar booking pre-qualification\nLanding page chatbot\n\nFirst Message Template:\n\n\"Hi [Name]! Thanks for reaching out about [service].\n\nTo make sure I'm the right fit for your project, I'd love to learn a bit more. This takes about 2 minutes.\n\nWhat's the main goal you're trying to achieve?\"\n\nPhase 2: Qualification Questions\n\nDesign your question flow:\n\nQuestion Types:\n\nMultiple choice: Easy to answer, easy to score\nOpen text: Richer context, harder to auto-score\nYes/No: Quick decision points\nScale (1-5): Quantifiable fit metrics\nFile upload: RFPs, briefs, existing materials\n\nQuestion Sequence (example for web design):\n\n\"What type of project?\" (Multi-choice)\n\nWebsite redesign → \"What's your current website URL?\"\nNew website → \"Do you have a domain registered?\"\nE-commerce → \"How many products?\" + \"Platform preference?\"\n\n\"What's your budget?\" (Multi-choice with ranges)\n\n<$5k → \"I may not be the best fit, but here are some resources...\"\n$5k-$15k → Continue\n$15k+ → High-value track\n\n\"What's your timeline?\" (Multi-choice)\n\nASAP → Urgency flag\n1-3 months → Standard track\n3+ months → Nurture track\n\n\"Tell me about your business...\" (Open text)\n\nCapture context for personalized response\nPhase 3: Lead Scoring\n\nScoring Matrix Example:\n\nFactor\tCold (1-3)\tWarm (4-7)\tHot (8-10)\nBudget\t<$5k\t$5k-$15k\t$15k+\nTimeline\t6+ months\t1-3 months\t<1 month\nFit\tOutside expertise\tPartial match\tIdeal client\nAuthority\tResearcher\tInfluencer\tDecision maker\n\nScore Ranges:\n\n0-15: Cold → Automated nurture sequence\n16-29: Warm → Personalized email + add to newsletter\n30-40: Hot → Immediate notification + priority follow-up\nPhase 4: Auto-Response\n\nHot Lead Response:\n\n\"Hi [Name],\n\nThanks for sharing those details about your [project type]. Based on what you've told me, this sounds like a great fit!\n\n[Personalized paragraph referencing their specific situation]\n\nI'd love to schedule a 20-minute call to discuss further. Here are some times that work for me:\n[Calendar link]\n\nTalk soon,\n[Your name]\"\n\n\nWarm Lead Response:\n\n\"Hi [Name],\n\nThanks for reaching out! I've reviewed your project details and think there could be a good fit here.\n\n[Specific feedback on their project]\n\nWhile you're considering next steps, here are a few resources that might help:\n- [Relevant case study]\n- [Helpful blog post]\n- [Free tool/template]\n\nI'll follow up in a few days, but feel free to reply if you have questions.\n\nBest,\n[Your name]\"\n\n\nCold Lead Response:\n\n\"Hi [Name],\n\nThanks for getting in touch! I appreciate you considering me for your project.\n\nBased on what you've shared, I don't think I'm the best fit for this particular scope. However, I'd recommend:\n- [Alternative solution]\n- [Resource to help DIY]\n- [Referral to someone who is a better fit]\n\nBest of luck with your project!\n\n[Your name]\"\n\nPhase 5: Routing & Notification\n\nNotification Rules:\n\nHot Leads (30-40):\n  - Immediate: Email + SMS to you\n  - Action: Schedule within 24 hours\n  - SLA: Respond within 2 hours\n\nWarm Leads (16-29):\n  - Immediate: Email to you (batch digest OK)\n  - Action: Add to nurture sequence\n  - SLA: Respond within 48 hours\n\nCold Leads (0-15):\n  - Immediate: Polite decline auto-sent\n  - Action: Add to general newsletter (if opted in)\n  - SLA: None (automated)\n\nAdvanced Features\nConditional Logic\n\nBranch based on answers:\n\nIF project_type = \"E-commerce\" AND budget < $10k:\n  → \"For e-commerce projects under $10k, I recommend [platform]...\"\n  → Route to DIY resources\n  → Offer paid consultation instead of full service\n\nIF timeline = \"ASAP\" AND budget = \"$15k+\":\n  → \"Rush projects are possible with 25% premium...\"\n  → Priority notification to you\n  → Expedited scheduling link\n\nIndustry-Specific Customization\n\nFor Agencies:\n\nCapture: Current agency relationship, reason for switching\nScore: Budget, timeline, decision process\nRoute: By service line (SEO, PPC, creative)\n\nFor Consultants:\n\nCapture: Problem urgency, internal capabilities, past attempts\nScore: Complexity, budget, commitment level\nRoute: By expertise area\n\nFor Freelancers:\n\nCapture: Project scope, ongoing vs one-time, communication preference\nScore: Rate fit, project interest, client personality fit\nRoute: By project type\nIntegration Points\n\nCRM Integration:\n\nCreate contact in HubSpot/Salesforce/Pipedrive\nTag with lead score and source\nAdd to appropriate pipeline stage\n\nCalendar Integration:\n\nHot leads → Priority booking link (shorter notice)\nWarm leads → Standard booking link\nAuto-add context to calendar description\n\nEmail Integration:\n\nAdd to segmented lists based on score\nTrigger nurture sequences\nTrack engagement for re-scoring\nThe Follow-Up Sequence\nNot-Ready-Yet Nurture (30-day)\n\nDay 0: Thank you + relevant resource Day 3: Case study from their industry Day 7: Educational content (blog post, video) Day 14: Soft check-in + offer free consultation Day 21: Social proof (testimonials, results) Day 30: \"Still interested?\" re-engagement\n\nStale Lead Revival (90-day)\n\nDay 90: \"What changed?\" survey Day 120: New service announcement Day 180: \"Last chance\" breakup email\n\nMetrics to Track\nConversion Rate: Intake starts → qualified leads\nResponse Rate: Your replies to hot leads\nWin Rate: Qualified leads → closed deals\nAverage Deal Size: By lead source and score\nTime to Close: By lead temperature\nNurture Engagement: Email opens/clicks from cold leads\nBest Practices\nKeep it short — 3-5 questions max for initial qualification\nAsk budget early — filter price shoppers quickly\nMake it conversational — not a form, a dialogue\nRespond fast — 5 minutes is the new standard for hot leads\nPersonalize everything — reference their specific answers\nSet expectations — tell them what happens next\nAlways provide value — even \"no\" responses get something helpful\nCommon Mistakes\nToo many questions — abandonment rates skyrocket after 5 questions\nNo scoring — treating all leads equally wastes time\nSlow response — hot leads go cold in hours, not days\nGeneric responses — obvious automation kills trust\nNo nurture — warm leads become hot with time and education\nIgnoring data — not iterating based on conversion patterns\nIntegration Ideas\nConnect to proposal-generator to auto-create proposals for hot leads\nUse with invoice-tracker to manage client payments post-close\nPair with content-repurposer to create lead magnets for nurture sequences\nMonetization Note\n\nThis skill is part of the Freelancer Revenue Engine. For maximum value, use alongside:\n\nproposal-generator — convert qualified leads to proposals\ninvoice-tracker — manage client payments\n\nBundle available: Freelancer Revenue Engine ($89)"
  },
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    "provenanceUrl": "https://clawhub.ai/kambrosgroup/client-intake-bot-pro",
    "publisherUrl": "https://clawhub.ai/kambrosgroup/client-intake-bot-pro",
    "owner": "kambrosgroup",
    "version": "1.0.0",
    "license": null,
    "verificationStatus": "Indexed source record"
  },
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