# Client Intake Packet — $297 Business Cleanup Sprint

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

## What Boojee delivers

A credential-free public-surface cleanup audit, prioritized action list, draft copy, approval queue, evidence manifest, and proof packet.

Expected first-delivery timing: 24–48 hours after usable intake/source links are supplied.

## Minimum intake required before work starts

- [ ] Business name and service area
- [ ] Website URL and public profile/social URLs to review
- [ ] Primary lead/contact path customers should use
- [ ] Top 3 services or offers to emphasize
- [ ] Known wrong/outdated information the client wants checked

## Client questions

1. What should a good lead do first: call, text, form, email, booking link, or quote request?
2. Which services are highest margin or easiest to fulfill right now?
3. What customer objections or trust issues come up most often?
4. Are there seasonal offers, emergency services, service radius limits, or excluded jobs?
5. Which public profiles should not be changed without explicit approval?

## Delivery outputs the client should expect

- 00-scope-and-intake.md
- 02-findings-and-actions.md with up to 10 prioritized cleanup items
- 03-copy-and-reply-drafts.md for bios, CTAs, captions, and follow-ups
- 04-approval-queue.csv for any external/account-changing action
- 05-proof-packet.md and 08-before-after-report.md

## 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.