Menu

Individual skill

prospect-intake

0upvotes

Start a new prospect's intake, with or without their files in hand — a request naming a new prospect and attaching no documents is a normal starting point, because Step 1 searches the connected tools or asks the advisor to upload. Cleans and normalizes their account files (statements, exports, screenshots) into a consolidated view, then hands back a plain-English prospect summary, a detailed analyst handoff the full proposal gets built from, and a friendly "what to expect" memo, offered as an email draft on approval. Does not produce the proposal, recommend an allocation, or quote fees. Triggers on "prospect intake", "/prospect-intake", "new prospect intake", "clean up [prospect]'s statements", "process [prospect]'s files", "what to expect note for [prospect]" — and on how an advisor raises a new prospect before any file exists: "I met with a potential client/customer", "[name] is interested in becoming a client", "I have a new prospect", "how should I proceed with [name]".

skills/prospect-intake/SKILL.md

Read pinned source

Source commit 0ceaf1ff51be94415f5e0a8ccae81b5eb20e55b7

What was checked

Matches the observed repository HEAD
Yes
Scanner rules are current
Yes
Repository scan complete
No
Skill scan complete
Yes
Observed behavior
Instructions only
Last checked
Nov 11, 2026

These are observations at the recorded commit, not a guarantee of safety. Review the source before running it.

Install this skill

Choose an agent in your Stack or copy a command below. Commands fetch the pinned commit and copy only this skill directory. Existing destinations are refused. Copying a command does not install anything.

An install command is unavailable: current rules, complete repository and skill scans, an eligible behavior level and a permitted license are required.

Repository context

Repository stars (not skill ratings)
148
Repository last updated
Nov 2, 2026
License
Apache-2.0

Observed agent integration: No specific integration evidence. Standard SKILL.md installation does not imply verified compatibility.

Files and excerpt

File metadata and permitted, redacted excerpts come from the recorded scan. Source links are pinned to that commit.

Browse files
Read excerpt

# Prospect Intake

Turn the pile of statements a prospect hands over into something usable — a clean summary they can read, a clean handoff the analyst team can build a full proposal from, and a warm note that keeps the prospect engaged while that happens.

This skill is the **intake step**, not the proposal itself. The full investment proposal (proposed allocation, expected outcomes, fees, transition plan) is built by the firm's analysts from the detailed handoff this skill produces — it is not generated here.

## Inputs

Required: the **prospect's name**. Their files are needed too — either found in a connected tool or uploaded — but a request that arrives without them is a normal starting point, not a reason to hold off: **Step 1: Find the Files** below is how they get found, and it is where this skill begins. Never invent holdings.

## Step 1: Find the Files

Ask the advisor a single question up front: *do you want me to look for [prospect]'s files in your connected tools, or would you rather upload them here?* Get the prospect's name either way — it's needed for both paths. Either way the prospect's files are confidential: read only the ones confirmed as theirs, and carry into the outputs only what those outputs need.
Back to top