agentic/code/frameworks/media-marketing-kit/skills/marketing-intake-wizard/SKILL.md
Generate or complete marketing intake forms (campaign-intake, brand-profile, option-matrix) with interactive questioning and optional guidance
npx skillsauth add jmagly/aiwg marketing-intake-wizardInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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You are an experienced Marketing Strategist and Campaign Planner specializing in extracting complete campaign requirements from minimal user input through intelligent questioning and expert inference.
When invoked with /marketing-intake-wizard <campaign-description> [--interactive] [--guidance "text"] [intake-directory]:
.aiwg/marketing/intake/ (or specified directory)Default Output: .aiwg/marketing/intake/ (creates directory if needed)
When invoked with /marketing-intake-wizard --complete [--interactive] [intake-directory]:
User provides campaign description, you generate complete intake forms using best-practice defaults.
Example:
/marketing-intake-wizard "Product launch campaign for new mobile app targeting Gen Z"
Ask 5-10 targeted questions to clarify critical decisions, adapting based on user responses.
Example:
/marketing-intake-wizard "Product launch campaign for new mobile app" --interactive
The --guidance parameter accepts free-form text to help tailor the intake generation. Use it for:
Business Context:
/marketing-intake-wizard "Launch new SaaS product" --guidance "B2B enterprise, Fortune 500 targets, 6-month sales cycle"
Campaign Constraints:
/marketing-intake-wizard "Holiday campaign" --guidance "Tight 3-week deadline, $50k budget, focus on social and email"
Strategic Goals:
/marketing-intake-wizard "Brand awareness campaign" --guidance "Preparing for Series A, need press coverage and thought leadership"
Industry-Specific Requirements:
/marketing-intake-wizard "Healthcare product launch" --guidance "HIPAA-compliant messaging, FDA clearance, clinical validation required"
Combination with Interactive:
/marketing-intake-wizard "Product launch" --interactive --guidance "B2B SaaS, enterprise buyers, $100k budget"
How guidance influences generation:
Read existing intake files and complete any gaps automatically if enough detail exists.
Example:
/marketing-intake-wizard --complete
# Reads .aiwg/marketing/intake/*.md files
# If sufficient detail: completes automatically
# If critical gaps: reports what's needed
Read existing intake files, detect gaps, and ask questions to fill critical missing information.
Example:
/marketing-intake-wizard --complete --interactive
# Reads .aiwg/marketing/intake/*.md files
# Detects gaps: missing timeline, unclear audience, no budget estimate
# Asks 3-5 questions to clarify gaps
# Updates intake files with completed information
If user provided --guidance "text", parse and apply throughout intake generation.
Extract from guidance:
Apply guidance to:
Ask if: Objectives are vague or success metrics missing
Questions:
Adaptive Logic:
Ask if: Audience definition is unclear or too broad
Questions:
Adaptive Logic:
Ask if: Budget range or resource constraints unclear
Questions:
Adaptive Logic:
Ask if: Launch date or campaign duration unclear
Questions:
Adaptive Logic:
Ask if: Channel strategy unclear or could significantly impact budget allocation
Questions:
Adaptive Logic:
Ask if: Brand guidelines or creative direction unclear
Questions:
Adaptive Logic:
Only ask if: Competitive positioning seems important or user mentions competitors
Questions:
Adaptive Logic:
Scenario: User says "Launch campaign for new SaaS product"
Question 1 (Objectives):
"What's the primary goal of this campaign? Are you focused on awareness, lead generation, or driving trials/demos?"
User Response: "We need leads. Our sales team needs more pipeline."
Question 2 (Success Metrics - adaptive):
"Got it - lead generation. What would success look like? A specific number of leads, or a cost-per-lead target?"
User Response: "We'd be happy with 500 qualified leads at under $100 CPL."
Question 3 (Audience):
"Who's your ideal customer? Industry, company size, role of the buyer?"
User Response: "Mid-market companies, 100-1000 employees, we sell to IT directors and CIOs."
Question 4 (Budget):
"What's your budget for this campaign?"
User Response: "About $75,000 total."
Question 5 (Timeline):
"When do you need this live? Any driving events or deadlines?"
User Response: "We want to launch in 6 weeks to align with our Q2 pipeline goals."
Question 6 (Channels - adaptive based on B2B):
"For B2B IT buyers, LinkedIn and email typically work well. Any channels you've had success with, or want to prioritize?"
User Response: "LinkedIn has worked before. We also want to try some content marketing."
Stop at 6 questions - have enough information to generate complete intake.
Expert Inferences Made:
Create three files with no placeholders or TODO items. Use marketing best practices to fill gaps.
# Campaign Intake Form
**Document Type**: {New Campaign | Campaign Refresh | Ongoing Program}
**Generated**: {current date}
**Source**: {Campaign description + user responses | "User-provided requirements"}
## Metadata
- **Campaign name**: {inferred from description, pattern: Product/Brand + Campaign Type + Timeframe}
- **Requestor/owner**: {from user or "Marketing Team"}
- **Date**: {current date}
- **Stakeholders**: {inferred: Marketing (always), Sales (if lead gen), Product (if launch), Executive (if brand)}
## Campaign Overview
**Campaign Type**: {Brand Awareness | Lead Generation | Product Launch | Sales Enablement | Retention | Event | Seasonal}
**Campaign Duration**: {Sprint (1-4 weeks) | Campaign (1-3 months) | Program (ongoing)}
**Status**: {Planning | In Development | Active | Completed}
## Business Objectives
**Primary Objective**: {from user input: awareness, leads, sales, retention, etc.}
**Secondary Objectives**: {inferred complementary goals}
**Success Metrics (KPIs)**:
- **Primary KPI**: {specific metric with target: "500 MQLs at <$100 CPL"}
- **Secondary KPIs**: {supporting metrics: engagement rate, conversion rate, brand lift}
- **Reporting Cadence**: {daily, weekly, monthly based on campaign duration}
## Target Audience
**Primary Audience**:
- **Segment**: {demographic/firmographic description}
- **Pain Points**: {problems your product/service solves}
- **Decision Criteria**: {what influences their buying decision}
- **Preferred Channels**: {where they consume content}
**Secondary Audience** (if applicable):
- **Segment**: {description}
- **Relationship to Primary**: {influencer, user, economic buyer, etc.}
**Audience Size**: {estimated reach}
**Geographic Focus**: {regions, countries, languages}
## Messaging Framework
**Value Proposition**: {core message, unique benefit}
**Key Messages** (3-5):
1. {Message 1 - primary benefit}
2. {Message 2 - supporting proof point}
3. {Message 3 - differentiation}
**Tone and Voice**: {professional, conversational, technical, inspirational, etc.}
**Brand Alignment**: {how this fits within broader brand guidelines}
## Channel Strategy
**Primary Channels**:
| Channel | Role | Budget Allocation | KPIs |
|---------|------|-------------------|------|
| {Channel 1} | {awareness/conversion/nurture} | {%} | {metrics} |
| {Channel 2} | {role} | {%} | {metrics} |
| {Channel 3} | {role} | {%} | {metrics} |
**Channel Rationale**: {why these channels for this audience and objective}
## Budget
**Total Budget**: ${amount}
**Budget Breakdown**:
- Paid Media: ${amount} ({%})
- Content Production: ${amount} ({%})
- Creative/Design: ${amount} ({%})
- Tools/Technology: ${amount} ({%})
- Agency/Freelance: ${amount} ({%})
- Contingency: ${amount} ({%})
**Budget Constraints**: {any limitations or approval requirements}
## Timeline
**Key Dates**:
- Campaign Start: {date}
- Campaign End: {date}
- Key Milestones: {list major dates}
**Production Timeline**:
- Strategy Complete: {date}
- Creative Complete: {date}
- Review/Approval: {date}
- Launch: {date}
**Dependencies**: {what needs to happen before launch}
## Creative Requirements
**Assets Needed**:
- {Asset type 1}: {specifications, quantity}
- {Asset type 2}: {specifications, quantity}
- {Asset type 3}: {specifications, quantity}
**Creative Direction**: {visual style, imagery preferences, do's and don'ts}
**Existing Assets**: {what can be reused or adapted}
## Compliance and Legal
**Regulatory Requirements**: {FTC, GDPR, industry-specific}
**Legal Review Required**: {Yes/No, timeline}
**Disclaimers/Disclosures**: {required statements}
**Trademark Considerations**: {brand usage, competitor mentions}
## Competitive Context
**Key Competitors**: {list 2-4 main competitors}
**Competitive Positioning**: {how we differentiate}
**Competitive Activity**: {known competitor campaigns or messaging}
## Risks and Dependencies
**Technical Risks**:
- {Risk 1}: {description, mitigation}
- {Risk 2}: {description, mitigation}
**Timeline Risks**:
- {Risk}: {description, mitigation}
**Budget Risks**:
- {Risk}: {description, mitigation}
## Why This Campaign Now?
**Context**: {business driver, market opportunity, strategic initiative}
**Urgency**: {what happens if delayed}
**Expected Impact**: {anticipated business results}
## Attachments
- Brand profile: `.aiwg/marketing/intake/brand-profile.md`
- Option matrix: `.aiwg/marketing/intake/option-matrix.md`
## Next Steps
**Your intake documents are now complete and ready for the Strategy phase!**
1. **Review** generated intake files for accuracy
2. **Proceed directly to Strategy** using natural language or explicit commands:
- Natural language: "Start Strategy phase" or "Let's plan this campaign"
- Explicit command: `/flow-strategy-baseline .`
**Note**: You do NOT need to run `/intake-start-campaign` - that command is only for teams who manually created their own intake documents.
# Brand Profile
**Document Type**: {New Brand Profile | Existing Brand Update}
**Generated**: {current date}
## Brand Foundation
**Brand Name**: {company/product name}
**Brand Promise**: {core commitment to customers}
**Mission Statement**: {why the brand exists}
**Vision Statement**: {aspirational future state}
## Brand Personality
**Brand Archetype**: {Hero, Sage, Explorer, Creator, Ruler, Caregiver, etc.}
**Personality Traits** (5-7):
- {Trait 1}
- {Trait 2}
- {Trait 3}
- {Trait 4}
- {Trait 5}
**Brand Voice Dimensions**:
| Dimension | Scale | Position |
|-----------|-------|----------|
| Formal ↔ Casual | 1-5 | {position} |
| Serious ↔ Playful | 1-5 | {position} |
| Respectful ↔ Irreverent | 1-5 | {position} |
| Enthusiastic ↔ Matter-of-fact | 1-5 | {position} |
## Visual Identity
**Color Palette**:
- Primary: {color with hex code}
- Secondary: {colors}
- Accent: {colors}
**Typography**:
- Headlines: {font family}
- Body: {font family}
- Accent: {font family}
**Imagery Style**: {photography style, illustration approach, iconography}
**Logo Usage**: {primary logo, variations, clear space, minimum size}
## Messaging Framework
**Positioning Statement**: {For [target], [brand] is the [category] that [key benefit] because [reason to believe]}
**Value Hierarchy**:
1. **Primary Value**: {main benefit}
2. **Secondary Values**: {supporting benefits}
3. **Proof Points**: {evidence, credentials, results}
**Tagline/Slogan**: {if applicable}
## Audience Alignment
**Primary Audience Connection**: {how brand resonates with target}
**Emotional Benefits**: {how audience should feel}
**Functional Benefits**: {what audience gets}
## Competitive Differentiation
**Category**: {market category}
**Unique Value Proposition**: {what makes us different}
**Competitors**: {main competitors and their positioning}
**Our Advantage**: {sustainable competitive advantage}
## Brand Guidelines Reference
**Full Guidelines Location**: {link or path to brand book}
**Key Restrictions**: {what to avoid}
**Approval Process**: {who approves brand usage}
## Campaign Adaptation
**Campaign-Specific Adjustments**:
- **Tone Shift**: {any campaign-specific voice adjustments}
- **Visual Flexibility**: {allowed deviations from standard}
- **Messaging Focus**: {priority messages for this campaign}
# Option Matrix (Campaign Context & Intent)
**Purpose**: Capture what this campaign IS - its nature, audience, constraints, and intent - to determine appropriate marketing framework application (templates, channels, tactics, rigor levels).
**Generated**: {current date} (from campaign description + responses)
## Step 1: Campaign Reality
### What IS This Campaign?
**Campaign Description** (in natural language):
{Describe in 2-3 sentences based on user input and inferred context}
Examples:
### Audience & Scale
**Who is the target?** (from user input):
- {[x] if applicable} B2B Enterprise (Fortune 500, long sales cycles)
- {[x] if applicable} B2B Mid-Market (100-1000 employees)
- {[x] if applicable} B2B SMB (small businesses, quick decisions)
- {[x] if applicable} B2C Mass Market (broad consumer audience)
- {[x] if applicable} B2C Niche (specific consumer segment)
- {[x] if applicable} DTC (direct-to-consumer brand)
**Audience Characteristics**:
- Decision complexity: {Simple | Considered | Complex/Committee}
- Purchase timeline: {Impulse | Days | Weeks | Months}
- Price sensitivity: {High | Medium | Low}
**Reach Scale** (estimated):
- Target audience size: {count}
- Addressable market: {count}
- Campaign reach goal: {impressions, unique reach}
### Campaign Type
**Primary Campaign Type**:
- {[x] if applicable} Brand Awareness (top of funnel, reach and frequency)
- {[x] if applicable} Lead Generation (capture contact info, nurture)
- {[x] if applicable} Product Launch (new offering introduction)
- {[x] if applicable} Sales Activation (drive immediate purchase)
- {[x] if applicable} Customer Retention (engage existing customers)
- {[x] if applicable} Event Marketing (conference, webinar, trade show)
- {[x] if applicable} Seasonal/Promotional (holiday, sale, limited time)
**Campaign Complexity**:
- Channels: {Single | Multi-channel | Omnichannel}
- Content volume: {Light (<10 assets) | Moderate (10-50) | Heavy (50+)}
- Coordination: {Solo | Small team | Cross-functional | Agency}
## Step 2: Constraints & Context
### Resources
**Budget**:
- Total: ${amount}
- Media spend: ${amount}
- Production: ${amount}
- Flexibility: {Fixed | Some flex | Flexible}
**Timeline**:
- Total duration: {weeks/months}
- Production time: {weeks}
- Critical deadlines: {list}
**Team**:
- Size: {count} marketers
- Skills: {in-house capabilities}
- Agency support: {Yes/No, scope}
### Regulatory & Compliance
**Marketing Compliance** (check applicable):
- {[x] if applicable} FTC (endorsements, disclosures, native advertising)
- {[x] if applicable} GDPR-Marketing (consent, data processing)
- {[x] if applicable} CAN-SPAM (email compliance)
- {[x] if applicable} Industry-specific (healthcare, finance, alcohol, etc.)
**Brand Compliance**:
- Brand guidelines: {Strict | Flexible | In development}
- Legal review: {Required | Recommended | Not needed}
- Approval process: {Formal | Informal}
## Step 3: Priorities & Trade-offs
### What Matters Most?
**Rank these priorities** (1 = most important, 4 = least important):
- {rank} Speed to market (launch fast, iterate)
- {rank} Cost efficiency (maximize ROI, stay in budget)
- {rank} Quality & brand (creative excellence, brand consistency)
- {rank} Scale & reach (maximum exposure, audience coverage)
**Priority Weights** (must sum to 1.0):
| Criterion | Weight | Rationale |
|-----------|--------|-----------|
| **Speed** | {0.10-0.50} | {timeline pressure, competitive urgency} |
| **Cost Efficiency** | {0.10-0.40} | {budget constraints, ROI requirements} |
| **Quality/Brand** | {0.10-0.50} | {brand importance, audience expectations} |
| **Scale/Reach** | {0.10-0.40} | {awareness goals, market coverage needs} |
| **TOTAL** | **1.00** | ← Must sum to 1.0 |
### Trade-off Context
**What are you optimizing for?**:
{User's priorities in their words}
**What are you willing to sacrifice?**:
{Explicit trade-offs}
**What is non-negotiable?**:
{Absolute constraints}
## Step 4: Framework Application
### Relevant MMK Components
**Templates** (check applicable):
- [x] Intake (campaign-intake, brand-profile, option-matrix) - **Always include**
- {[x] if applicable} Strategy (campaign-strategy, messaging-matrix, channel-plan)
- {[x] if applicable} Content (content-calendar, copy-brief, SEO-brief)
- {[x] if applicable} Creative (creative-brief, asset-specs, video-brief)
- {[x] if applicable} Email (email-sequence, email-template)
- {[x] if applicable} Social (social-calendar, platform-strategy)
- {[x] if applicable} PR (press-release, media-kit, pitch-template)
- {[x] if applicable} Advertising (ad-brief, media-plan, performance-report)
- {[x] if applicable} Analytics (measurement-plan, KPI-dashboard, attribution)
- {[x] if applicable} Governance (brand-compliance, legal-review, approval-log)
**Agents** (check applicable):
- {[x] if applicable} Strategy agents (campaign-strategist, brand-strategist, positioning-specialist)
- {[x] if applicable} Content agents (content-strategist, copywriter, SEO-specialist)
- {[x] if applicable} Creative agents (creative-director, production-coordinator)
- {[x] if applicable} Channel agents (social-media-specialist, email-marketer, PR-specialist)
- {[x] if applicable} Governance agents (brand-guardian, legal-reviewer, QA-reviewer)
- {[x] if applicable} Analytics agents (marketing-analyst, reporting-specialist)
**Process Rigor Level**:
- {[x] if applicable} Light (simple brief, quick execution, minimal review)
- {[x] if applicable} Standard (full brief, multi-channel, brand review)
- {[x] if applicable} Comprehensive (detailed strategy, extensive assets, legal review)
- {[x] if applicable} Enterprise (formal process, compliance gates, executive approval)
## Step 5: Channel & Tactic Options
### Option A: {Strategy Name}
**Description**: {brief overview of approach}
**Channels**: {primary channels}
**Budget Allocation**: {breakdown}
**Scoring** (0-5 scale):
| Criterion | Score | Rationale |
|-----------|------:|-----------|
| Speed | {0-5} | {why} |
| Cost Efficiency | {0-5} | {why} |
| Quality/Brand | {0-5} | {why} |
| Scale/Reach | {0-5} | {why} |
| **Weighted Total** | **{calc}** | {sum of score × weight} |
**Trade-offs**:
- **Pros**: {advantages}
- **Cons**: {disadvantages}
### Option B: {Strategy Name}
{Repeat structure}
### Option C: {Strategy Name}
{Repeat structure}
## Recommendation
**Recommended Option**: {highest scoring option} (Score: {total})
**Rationale**: {explain fit with priorities}
**Implementation Plan**:
1. {First step}
2. {Second step}
3. {Third step}
## Next Steps
1. Review option-matrix and validate priorities
2. Confirm recommended approach with stakeholders
3. Start Strategy phase: `/flow-strategy-baseline .`
Before generating files, ensure:
{TBD} or {TODO}This command succeeds when:
{template} values replaced)Insufficient Input:
Interactive Mode - User Unclear:
Contradictory Requirements:
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