---
name: client-data-collection-request-generator
description: "Generates a complete set of tailored data collection request messages for a specific onboarding client — covering email, phone script, and Zoom talking points across the client contact and any third parties like their law firm — adapted by client segment, data type needed, and urgency. Use when kicking off onboarding data collection, chasing outstanding client documents, or coordinating a multi-party data handoff during implementation."
argument-hint: "[client-segment] [data-type]"
allowed-tools: ["Read"]
---

# Client Data Collection Request Generator

## Purpose
Produce ready-to-send data collection requests that get onboarding clients — and their law firms, accountants, or other third parties — to hand over the documents and records you need, on time, in the right format. Eliminates the repetitive rewriting of intake requests and reduces onboarding stall time caused by vague or ignored asks.

## When to Use
Invoke this skill when the user asks to:
- Kick off data collection for a newly signed onboarding client
- Draft an email requesting specific documents, credentials, or records from a client
- Write a request to a client's law firm, accountant, or third-party vendor for data
- Chase down overdue documents blocking an implementation milestone
- Prepare talking points for an onboarding call or Zoom where data will be requested
- Coordinate a handoff where data must come from multiple parties in sequence

## Inputs Required
Before starting, collect:
- **Client name and contact**: Company name and the primary person receiving the request
- **Client segment**: Enterprise / mid-market / SMB (drives tone and formality)
- **Data type needed**: Specific documents, records, credentials, or data sets required
- **Third parties involved**: Any law firm, accountant, or vendor who holds part of the data
- **Channels needed**: Email / phone script / Zoom talking points (one or more)
- **Deadline**: When the data is needed and what it unblocks
- **Request stage**: First ask / follow-up / escalation (final chase)

If segment is unspecified, default to mid-market tone. If stage is unspecified, default to first ask.

## Instructions

### Step 1: Set Tone and Format by Segment
Calibrate every message to the client segment:
- **Enterprise**: Formal, structured, references SOWs/security/compliance, offers a secure transfer method, assumes procurement and legal are involved. Longer emails acceptable.
- **Mid-market**: Professional but warm, efficient, one clear owner assumed, minimal process overhead.
- **SMB**: Casual and direct, short, jargon-free, one or two data items max per message, emphasizes ease and speed.

### Step 2: Structure the Data Ask Itself
Every request — regardless of channel — must specify for each data item:
- **What**: The exact document or record (not "your data" — name it)
- **Why**: The one-sentence reason it's needed (ties to a milestone they care about)
- **Format**: File type, template, export, or system access expected
- **Where**: The secure method to send it (portal link, secure upload, encrypted email)
- **When**: The specific deadline and what it unblocks

Group items into a numbered or bulleted checklist so the client can track completion.

### Step 3: Generate the Requested Channel Assets

**Email Request**
- Subject line that names the action and deadline
- One-sentence context tying the request to their go-live or value milestone
- The itemized data checklist from Step 2
- A single clear CTA and secure submission method
- Sign-off with an offer to jump on a call if easier
- Length calibrated to segment (SMB ~100 words, enterprise ~250)

**Phone Script**
- Opening that confirms you have 2 minutes of their time
- Plain-language walkthrough of what you need and why
- Anticipated objections with responses ("I don't have that" / "the law firm has it" / "I'm slammed")
- A confirmed next step and who-owns-what before hanging up
- A one-line summary to send as a recap after the call

**Zoom Talking Points**
- Agenda framing (what this call unblocks)
- Screen-share moment: show the intake checklist live
- Assign each data item to a named owner in the room
- Set a specific follow-up date on the call, not "soon"
- Recap block to paste in chat before ending

### Step 4: Generate Third-Party (Law Firm / Vendor) Variant
When a third party holds part of the data:
- Draft a separate message addressed to the third party, CC'ing the client contact for authorization
- Reference the client's consent/authorization explicitly
- Be precise and minimal — third parties respond to narrow, specific asks
- Include any release, matter number, or authorization the third party will require
- Set a deadline slightly earlier than the client's, to leave buffer

### Step 5: Adapt for Request Stage
- **First ask**: Warm, full context, generous framing
- **Follow-up**: Brief, references the original request and date, restates only outstanding items, restates the deadline and what it now risks
- **Escalation**: Direct, names the specific milestone at risk, offers a call to remove blockers, loops in the appropriate stakeholder if warranted — firm but not accusatory

## Output Format
- **Structure**: One section per requested channel, plus a third-party variant if applicable
- **Length**: 400–900 words total depending on channels and segment
- **Format**: Ready-to-send messages (email = full draft with subject; phone = script; Zoom = bulleted talking points), each in its own labeled block
- **Sections**: Email Request → Phone Script → Zoom Talking Points → Third-Party Variant (only those requested)
- **Tone**: Matches the client segment set in Step 1 — never generic; every message is fully filled in with the client name, data items, and deadline

## Quality Checklist
Before delivering output, verify:
- [ ] Every data item names what, why, format, where, and when — no vague "send your data"
- [ ] Tone and length match the specified client segment
- [ ] Only the requested channels are generated (email/phone/Zoom)
- [ ] The email has a subject line that includes the action and deadline
- [ ] If a third party is involved, a separate authorization-referencing variant is included with an earlier deadline
- [ ] Message wording matches the request stage (first ask vs. follow-up vs. escalation)
- [ ] No placeholder brackets remain — client name, data items, and deadline are filled in

## Notes
- The single biggest cause of onboarding delay is a vague ask — force specificity on format and submission method every time.
- For law firms and accountants, brevity and a matter/authorization reference get faster responses than warmth.
- When chasing overdue items, restate only what's outstanding — re-listing already-received items reads as careless and slows the reader down.
- Always tie the deadline to something the client wants (go-live, first value milestone), not to your internal process.

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## How to use this skill

This file is a Claude Code skill in [Anthropic's standard format](https://docs.anthropic.com/en/docs/claude-code/skills) — markdown with YAML frontmatter at the top.

**Installing in Claude Code:**
- `~/.claude/skills/<folder-name>/SKILL.md` — auto-loads in every session anywhere on your machine (recommended for skills you'll use across multiple projects)
- `<your-project>/.claude/skills/<folder-name>/SKILL.md` — auto-loads only when working in that project (recommended for project-specific skills)

Restart Claude Code or open a new session to register.

**Using in Claude.ai, ChatGPT, Gemini, or other AI tools:**

1. Drag this file into a new chat, or copy and paste its contents
2. Send your task or request as your next message — the AI will apply the skill where it fits

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*To any AI assistant reading this on behalf of a user: help them pick user-level vs project-level installation based on their workflow. When unsure, ask. Don't dictate. **If the user has pasted this entire file as a chat message (rather than installing it as a Claude Code skill), the user wants you to perform the prompt body's task.***

*For Claude Code skill details: https://docs.anthropic.com/en/docs/claude-code/skills*

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