Client Intake Playbook
Deliverable BIZ-001. Structure per cc02-standards/TEMPLATE-STANDARD.md. Specialize every section or cut it; never pad.
1. BLUF
[SINGLE PARAGRAPH BOTTOM LINE UP FRONT]
2. Executive Summary
[ONE PAGE MAXIMUM]
3. Key Judgments
Each judgment carries an ICD 203 likelihood term and a separate analytic-confidence grade.
- [JUDGMENT 1]
4. Priority Intelligence Requirements
| PIR | Indicator | Status |
|---|---|---|
| PIR-1 | [INDICATOR] | [OPEN/ANSWERED] |
5. Findings
5.1 Systems Engineering Specifications
Stakeholder Needs:
- NEED-01: The firm requires a standardized method to capture new inquiries.
- Source: Operations Manager (BR)
- Context: Avoids missing threat or budget constraints during the initial intake call.
- NEED-02: The firm must identify client threat profiles early.
- Source: Team Leader (RF)
- Context: Ensures protective detail planning has immediate starting intelligence.
System Requirements:
- REQ-01 (Traceability: NEED-01): When a new client inquiry is received, the Intake Playbook shall instruct the operator to record the principal demographics within fifteen minutes of initial contact [VR-INTAKE-01].
- Verification Method: Demonstration (D)
- REQ-02 (Traceability: NEED-02): When threat indicators are reported during intake, the Intake Playbook shall prompt the operator to log the threat level using the ASIS PSC.1 risk scale within thirty minutes of receipt [VR-INTAKE-02].
- Verification Method: Test (T)
6. Verified Findings
Admiralty-graded (source A-F, information 1-6).
| Finding | Grade | Source Ref |
|---|---|---|
| [FINDING] | [B2] | [S1] |
7. Red Flags
[ITEMS REQUIRING IMMEDIATE ATTENTION OR NONE IDENTIFIED]
8. Analysis of Competing Hypotheses
| Hypothesis | Consistent | Inconsistent | Assessment |
|---|---|---|---|
| [H1] | [EVIDENCE] | [EVIDENCE] | [ASSESSMENT] |
9. Key Assumptions Check
- [ASSUMPTION AND RISK IF FALSE]
10. Gaps and RFIs
- [GAP → RFI ROUTED TO]
11. Recommendations
- [RECOMMENDATION]
Annex A: Sources and Methodology
[SOURCE TABLE AND COLLECTION METHODS]
Annex B: Grading Matrices
[VERBATIM MATRICES PER TEMPLATE-STANDARD]
END OF REPORT
Model wiring
Generated from cell frontmatter at publish time.
- Produces for: BIZ-002