# Client Intake Packet — $500/mo AI Admin Retainer

Updated: 2026-05-26
Status: ready-to-use intake asset; delivery-only; no outreach action implied.

## What Boojee delivers

A weekly admin organization, draft replies/actions, lead/task tracking, approval queues, and monthly value reporting.

Expected first-delivery timing: first weekly report within 5 business days of receiving the initial task/source list.

## Minimum intake required before work starts

- [ ] Business name, owner/operator contact, and weekly reporting preference
- [ ] Current admin sources to summarize (exports/screenshots/forwarded notes only; no passwords)
- [ ] Lead/task categories and what counts as urgent
- [ ] Approval rules for replies, scheduling, purchases, vendor/client contact, and account changes
- [ ] Business hours, service area, and escalation rules

## Client questions

1. What recurring admin work currently gets missed, delayed, or scattered?
2. What should be drafted only, and what can be marked ready for approval?
3. Which types of messages are high risk and must always be reviewed by the owner?
4. What weekly metrics matter: leads triaged, drafts prepared, tasks closed, blockers removed, follow-ups queued?
5. Which documents/notes should be mapped into the working document index?

## Delivery outputs the client should expect

- Lead/task tracker populated from supplied/sample rows
- Approval queue for every outbound or account-changing action
- Weekly admin report and optional monthly value report
- Draft reply/action bank clearly labeled as draft-only
- Evidence manifest tying counts to rows, exports, or client-provided notes

## Approval and safety boundaries

- Do not include passwords, private keys, payment details, or unrelated customer personal data.
- Boojee can review public links and client-supplied screenshots/exports without credentials.
- Messages, posts, client contact, purchases, bids, dispatches, account changes, and live website edits require a specific approval queue item before execution.
- Drafts and proposed-after copy are not represented as implemented unless an approval record and completion evidence exist.

## Handoff acceptance checklist

- [ ] Client name, public links/source material, and preferred contact path are captured.
- [ ] Offer scope is confirmed and out-of-scope items are listed.
- [ ] Every recommendation is tied to a source note, screenshot/export, or client-supplied fact.
- [ ] Every draft is labeled draft/proposed until approved.
- [ ] Every external or account-changing action has a pending/approved approval queue row.
- [ ] Proof packet and before/proposed-after report pass `qa_client_workspace.py` before handoff.