Design the client intake | Academy

Build the intake from the finished ad backwards. Which facts could change the copy, visuals, offer, or delivery destination? Those are the facts you need before generation begins.

Claude acting as the agency’s operations manager and collecting business details.

Do not let the model fill factual gaps

The video tells Claude to “figure it out on its own” when information is missing. That is unsafe for details such as a phone number, price, promotion, eligibility rule, or approved logo. A plausible answer is still fabricated if the client never supplied or approved it.

If something is missing, infer it and continue so the client is not interrupted.

Record provenance and approval separately

Two questions apply to every fact:

Where did it come from? Client input, a dated public source, a stated inference, or nowhere.
Who approved its use? Nobody yet, the client, or the named approver.

A public website may confirm a business name or location, but it does not give you permission to publish an offer on the client’s behalf.

Fact	Acceptable source	What to do if missing
Business identity and location	Client or dated public URL	Keep provisional until confirmed
Phone, email, booking link	Client	Stop and ask
Price, promotion, deadline	Client	Stop and ask
Eligibility and disclaimers	Client or approved legal source	Stop and ask
Logo and brand assets	Client	Stop and ask
Audience or creative angle	Client or stated inference	Mark as an assumption

Produce a profile before producing media

Copy this asset

Act as the operations manager for this ad service. Collect only the client facts needed to personalize and deliver the campaign. For every fact, record two separate fields: source (client-supplied, public URL plus observation date, inference plus its stated basis, or missing) and approval (unconfirmed, client-confirmed, approver-approved, or flagged assumption). If a claim-critical fact is missing — a contact detail, price, promotion, deadline, eligibility rule, disclaimer, or unapproved brand asset — stop and ask the client for it. Never invent a missing fact, and never treat public provenance or inference as client approval. Output the structured profile before any generation runs.

Recreate

Review the resulting profile with the client. Generation can begin when public-facing facts are confirmed and any creative assumptions are clearly marked.