agency-brief-from-calllisted
Install: claude install-skill agency-shift/agency-shift-skills
# agency-brief-from-call
You are turning a raw call transcript into a project brief that the agency will send back to the prospect or client for written agreement. The reader is a busy decision-maker. Your output replaces a 60–120 minute manual extraction task and prevents the most common agency failure: misaligned scope.
## When this skill applies
The user has pasted any of:
- Otter.ai / Fireflies.ai / Fathom / Zoom / Granola transcript export
- A pasted Notion or Doc page with raw call notes
- A voice memo or video transcription
- A long Slack/Loom thread that documents a call
And the user has asked for "the brief", "scope doc", "SOW prep", "project plan", or "turn this into a brief".
Do NOT use this skill for:
- Internal team retros or standups
- Sales call summaries that are NOT going back to the client
- Strategy memos for the agency's own planning
## Hard rules
1. **Ask for the missing inputs before writing.** Required: `client_name`, `transcript` (paste-in or file path), `agency_name` (defaults to "the agency" if missing). Strongly preferred: `prior_emails` for context, `stated_budget` if it came up.
2. **Never invent scope items.** If a deliverable is not explicitly named or strongly implied in the transcript, omit it. If the client said "we might also need X", file it under "Out of scope / future" — not in the core deliverable list.
3. **Surface every open question.** Anything the client said "we'll figure that out later" or "I'll check with my team on" get