Codex

marketing-intake-wizard

Generate or complete marketing intake forms (campaign-intake, brand-profile, option-matrix) with interactive questioning and optional guidance

104 stars

Best use case

marketing-intake-wizard is best used when you need a repeatable AI agent workflow instead of a one-off prompt.

It is a strong fit for teams already working in Codex.

Generate or complete marketing intake forms (campaign-intake, brand-profile, option-matrix) with interactive questioning and optional guidance

Teams using marketing-intake-wizard should expect a more consistent output, faster repeated execution, less prompt rewriting.

When to use this skill

  • You want a reusable workflow that can be run more than once with consistent structure.

When not to use this skill

  • You only need a quick one-off answer and do not need a reusable workflow.
  • You cannot install or maintain the underlying files, dependencies, or repository context.

Installation

Claude Code / Cursor / Codex

$curl -o ~/.claude/skills/marketing-intake-wizard/SKILL.md --create-dirs "https://raw.githubusercontent.com/jmagly/aiwg/main/.agents/skills/marketing-intake-wizard/SKILL.md"

Manual Installation

  1. Download SKILL.md from GitHub
  2. Place it in .claude/skills/marketing-intake-wizard/SKILL.md inside your project
  3. Restart your AI agent — it will auto-discover the skill

How marketing-intake-wizard Compares

Feature / Agentmarketing-intake-wizardStandard Approach
Platform SupportCodexLimited / Varies
Context Awareness High Baseline
Installation ComplexityUnknownN/A

Frequently Asked Questions

What does this skill do?

Generate or complete marketing intake forms (campaign-intake, brand-profile, option-matrix) with interactive questioning and optional guidance

Which AI agents support this skill?

This skill is designed for Codex.

Where can I find the source code?

You can find the source code on GitHub using the link provided at the top of the page.

Related Guides

SKILL.md Source

# Marketing Intake Wizard

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.

## Your Task

### Mode 1: Generate New Intake (Default)

When invoked with `/marketing-intake-wizard <campaign-description> [--interactive] [--guidance "text"] [intake-directory]`:

1. **Analyze** the user's campaign description
2. **Process guidance** from user prompt (if provided) to focus analysis or clarify context
3. **Ask** up to 10 clarifying questions (if --interactive mode)
4. **Infer** missing details using marketing expertise
5. **Generate** complete intake forms in `.aiwg/marketing/intake/` (or specified directory)

**Default Output**: `.aiwg/marketing/intake/` (creates directory if needed)

### Mode 2: Complete Existing Intake

When invoked with `/marketing-intake-wizard --complete [--interactive] [intake-directory]`:

1. **Read** existing intake files (campaign-intake.md, brand-profile.md, option-matrix.md)
2. **Detect gaps** - identify missing or placeholder fields
3. **Auto-complete** if sufficient detail exists (no questions needed)
4. **Ask questions** (up to 10) if critical gaps exist and --interactive mode enabled
5. **Update** intake files with completed information, preserving existing content

## Input Modes

### Quick Mode (Default - Generate)

User provides campaign description, you generate complete intake forms using best-practice defaults.

**Example**:

```bash
/marketing-intake-wizard "Product launch campaign for new mobile app targeting Gen Z"
```

### Interactive Mode (Generate)

Ask 5-10 targeted questions to clarify critical decisions, adapting based on user responses.

**Example**:

```bash
/marketing-intake-wizard "Product launch campaign for new mobile app" --interactive
```

### Guidance Parameter

The `--guidance` parameter accepts free-form text to help tailor the intake generation. Use it for:

**Business Context**:

```bash
/marketing-intake-wizard "Launch new SaaS product" --guidance "B2B enterprise, Fortune 500 targets, 6-month sales cycle"
```

**Campaign Constraints**:

```bash
/marketing-intake-wizard "Holiday campaign" --guidance "Tight 3-week deadline, $50k budget, focus on social and email"
```

**Strategic Goals**:

```bash
/marketing-intake-wizard "Brand awareness campaign" --guidance "Preparing for Series A, need press coverage and thought leadership"
```

**Industry-Specific Requirements**:

```bash
/marketing-intake-wizard "Healthcare product launch" --guidance "HIPAA-compliant messaging, FDA clearance, clinical validation required"
```

**Combination with Interactive**:

```bash
/marketing-intake-wizard "Product launch" --interactive --guidance "B2B SaaS, enterprise buyers, $100k budget"
```

**How guidance influences generation**:

- **Prioritizes** specific areas (brand, channels, compliance) in generated intake
- **Infers** missing information based on context (e.g., "B2B enterprise" → longer sales cycle, LinkedIn focus)
- **Adjusts** profile recommendations (e.g., "Fortune 500" → Enterprise profile)
- **Tailors** questions (if --interactive, asks about guidance-specific topics first)
- **Documents** in "Campaign Objectives" section (captures business context and drivers)
- **Sets priority weights** in option-matrix based on guidance (e.g., "tight deadline" → higher speed weight)

### Complete Mode (Auto-complete Existing)

Read existing intake files and complete any gaps automatically if enough detail exists.

**Example**:

```bash
/marketing-intake-wizard --complete

# Reads .aiwg/marketing/intake/*.md files
# If sufficient detail: completes automatically
# If critical gaps: reports what's needed
```

### Complete Mode + Interactive (Fill Gaps with Questions)

Read existing intake files, detect gaps, and ask questions to fill critical missing information.

**Example**:

```bash
/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
```

## Guidance Processing (If Provided)

If user provided `--guidance "text"`, parse and apply throughout intake generation.

**Extract from guidance**:

- **Industry/domain** (healthcare, fintech, retail, technology, B2B, B2C, DTC)
- **Compliance requirements** (FTC, GDPR-marketing, HIPAA, FDA, industry-specific)
- **Budget indicators** (specific amount, range, constraints)
- **Timeline constraints** (launch date, event-driven, seasonal)
- **Channel preferences** (social, email, PR, paid media, content)
- **Target audience hints** (enterprise, SMB, consumer, demographics)
- **Strategic drivers** (awareness, lead gen, sales, retention, fundraising)

**Apply guidance to**:

1. **Profile recommendation**: Weight criteria based on guidance (e.g., "Fortune 500" → Enterprise profile)
2. **Priority weights**: Adjust option-matrix weights (e.g., "tight deadline" → Speed 0.5)
3. **Channel strategy**: Prioritize based on audience (e.g., "B2B enterprise" → LinkedIn, email)
4. **Interactive questions**: Focus on guidance-specific gaps (if --interactive)
5. **Documentation**: Reference guidance in intake forms (Objectives, constraints)

## Question Strategy (Interactive Mode Only)

### Core Principles

- **Maximum 10 questions total** - be selective and strategic
- **Adapt dynamically** - adjust questions based on previous answers AND guidance
- **Match expertise level** - gauge user's marketing sophistication and adjust complexity
- **Focus on decisions** - ask about trade-offs that significantly impact campaign strategy
- **Fill gaps intelligently** - use marketing expertise when user lacks specific knowledge
- **Leverage guidance** - skip questions already answered by guidance, focus on remaining gaps

### Question Categories (Priority Order)

#### 1. Campaign Objectives (1-2 questions)

**Ask if**: Objectives are vague or success metrics missing

**Questions**:

- "What's the primary goal of this campaign? (awareness, leads, sales, retention, other?)"
- "How will you measure success? What specific metrics or KPIs matter most?"

**Adaptive Logic**:

- If user provides clear business metrics (pipeline, revenue, CAC) → skip to audience questions
- If user is vague → ask simpler outcome-focused question: "What does 'success' look like after this campaign?"

#### 2. Target Audience (1-2 questions)

**Ask if**: Audience definition is unclear or too broad

**Questions**:

- "Who is your ideal customer? Can you describe their role, industry, and pain points?"
- "Are there specific demographics, firmographics, or behaviors that define your audience?"

**Adaptive Logic**:

- If user mentions "everyone" or very broad → ask about primary vs secondary audiences
- If user provides specific persona → ask about audience size and reach

#### 3. Budget and Resources (1 question)

**Ask if**: Budget range or resource constraints unclear

**Questions**:

- "What's your budget range for this campaign? (ballpark is fine: <$10k, $10-50k, $50-100k, $100k+)"

**Adaptive Logic**:

- If user says "limited" or "startup" → assume <$25k, focus on organic/owned channels
- If user mentions specific amount → allocate accordingly across channels

#### 4. Timeline and Milestones (1-2 questions)

**Ask if**: Launch date or campaign duration unclear

**Questions**:

- "When does this campaign need to launch? Any hard deadlines or events driving timing?"
- "How long will the campaign run? Is this a sprint or an ongoing program?"

**Adaptive Logic**:

- If user mentions event or date → work backwards for production timeline
- If user says "ASAP" → set aggressive timeline, recommend phased approach

#### 5. Channels and Tactics (1-2 questions)

**Ask if**: Channel strategy unclear or could significantly impact budget allocation

**Questions**:

- "Which channels are most important for reaching your audience? (social, email, paid, PR, content?)"
- "Are there channels you've had success with before, or ones you want to avoid?"

**Adaptive Logic**:

- If B2B mentioned → lean toward LinkedIn, email, content marketing
- If B2C/DTC → lean toward social, paid media, influencer
- If user uncertain → recommend based on audience and budget

#### 6. Brand and Creative (1 question)

**Ask if**: Brand guidelines or creative direction unclear

**Questions**:

- "Do you have existing brand guidelines we should follow? Any creative constraints or preferences?"

**Adaptive Logic**:

- If established brand → ask about flexibility within guidelines
- If new brand → ask about desired tone and personality

#### 7. Competitive Context (0-1 questions)

**Only ask if**: Competitive positioning seems important or user mentions competitors

**Questions**:

- "Who are your main competitors? How do you want to differentiate in this campaign?"

**Adaptive Logic**:

- If crowded market → ask about unique value proposition
- If new category → skip competitive questions, focus on education

### Example Question Flow

**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**:

- Channel mix: LinkedIn (40%), Content/SEO (30%), Email nurture (20%), Paid search (10%)
- Creative: Professional, technical credibility, thought leadership tone
- Campaign type: Lead generation with nurture sequence
- Profile: Production (established B2B, specific goals, meaningful budget)
- Timeline: Aggressive but achievable with phased content rollout

## Output Generation

### Generate Complete Intake Forms

Create three files with **no placeholders or TODO items**. Use marketing best practices to fill gaps.

#### 1. campaign-intake.md

```markdown
# 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.
```

#### 2. brand-profile.md

```markdown
# 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}
```

#### 3. option-matrix.md

```markdown
# 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:
- "B2B SaaS product launch targeting IT directors at mid-market companies, $75k budget, 6-week timeline, lead generation focus with LinkedIn and content marketing"
- "Holiday e-commerce campaign for DTC skincare brand, $150k budget, 8-week run, focus on social and email for existing customers and acquisition"
```

### 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 .`
```

## Quality Checklist

Before generating files, ensure:

- [ ] **No placeholders**: Every field has a real value, not `{TBD}` or `{TODO}`
- [ ] **No contradictions**: Timeline matches scope, budget matches channels
- [ ] **Realistic metrics**: Success metrics are measurable and achievable
- [ ] **Complete audience**: Target audience is specific and actionable
- [ ] **Justified channels**: Channel selection matches audience and budget
- [ ] **Reasonable priorities**: Priority weights sum to 1.0 and reflect campaign goals
- [ ] **Actionable scope**: Deliverables are specific, timeline is realistic

## Success Criteria

This command succeeds when:

- [ ] Three complete intake files generated (campaign-intake, brand-profile, option-matrix)
- [ ] Zero placeholder fields (all `{template}` values replaced)
- [ ] Internally consistent (no conflicting requirements)
- [ ] Actionable (team can start Strategy phase immediately)
- [ ] If interactive: Asked ≤10 questions, adapted based on responses
- [ ] Expert inferences documented in files (rationale for defaults chosen)

## Error Handling

**Insufficient Input**:

- Report: "Campaign description too vague. Need at least: what you're promoting and who you're targeting."
- Action: "Please provide: 'Campaign for {product/service} targeting {audience} to achieve {goal}'"

**Interactive Mode - User Unclear**:

- Report: "I notice you're uncertain about {topic}. Let me suggest a sensible default."
- Action: Provide 2-3 options with recommendation

**Contradictory Requirements**:

- Report: "I notice {contradiction}: {detail}"
- Action: "Resolving with: {decision} based on {rationale}"

## References

- Intake templates: `agentic/code/frameworks/media-marketing-kit/templates/intake/`
- Flow orchestration: `commands/flow-strategy-baseline.md`
- Brand templates: `templates/brand/`

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