Phase | Manual time (typical) | Automated time |
|---|---|---|
Intake + brief creation | 2–3 hours | 20 minutes |
Asset collection | 3–5 hours (with delays) | 45 minutes |
Account setup | 1–2 hours | 15 minutes |
Welcome + kickoff prep | 1–2 hours | 30 minutes |
Total | 7–12 hours | 1–2 hours |
What You Need Before You Build This
This workflow uses tools you likely already have or can access for free or low cost. You do not need to be technical to implement phases 1–3. Phase 4 (automation triggers) requires basic Zapier or Make familiarity.
Tool | What It Does | Cost |
|---|---|---|
Typeform or Tally | Intake form (phase 1) | Free–$25/mo |
Google Drive or Notion | Asset collection + doc storage | Free |
Claude (Pro or above) | Brief generation + email drafting | $20/mo |
Gmail or Outlook | Email delivery | Existing |
Zapier or Make | Automation triggers (phase 4) | $0–$20/mo |
ClickUp / Asana / Monday | Project setup (phase 4) | Existing |
PHASE 1:- Time to complete: 20 minutes to set up, 10 minutes for the client to fill out
The Intake Form
Replace your discovery follow-up emails with a structured intake form that collects everything Claude needs to build a complete client brief automatically.