Leadup client requirement analyzer

LeadUp Client Requirement Analyzer

Purpose

Take whatever a client has actually sent (forwarded WhatsApp threads, voice-note transcripts, half-finished briefs, two-line emails, PDF exports, screenshots of references) and convert it into a clean LeadUp requirements doc that the team can quote and start work from.

When to use

Use when the user has raw client input and needs structured requirements before quoting or building. Do not trigger for proposal generation (use leadup-sales-proposal-builder), pricing only (use leadup-pricing-package-planner), or full project kickoff (use leadup-project-kickoff).

Trigger phrases: "analyze client requirement", "client message", "what client wants", "make requirement", "convert to scope", "understand this client", "structure these notes", "what's the actual scope".

Inputs needed

• Raw client input (paste, file, or transcript).
• Project type guess (website / SaaS / Flutter app / CRM / hosting / unknown).
• Industry and city if known.
• LeadUp's role guess (full build / redesign / fix / support).
• Stated budget / timeline if any.

Ask at most 2 clarifying questions only if the project type or LeadUp's role is genuinely ambiguous.

Tools/resources to use

• references/client-requirement-framework.md — how to extract intent from messy input.
• assets/client-requirements.template.md — output shape.
• leadup-sales-proposal-builder for the next step once requirements are confirmed.
• leadup-pricing-package-planner when packaging is the gap.
• leadup-pii-risk-reviewer if the project touches sensitive data (clinic, school, finance, kids).
• leadup-api-research-builder if the client named third-party tools (Razorpay, Tally, Zoho, WhatsApp BSP).

Step-by-step workflow

1. Extract the client's words — copy direct phrasing so the goal stays in their voice.
2. Translate to LeadUp categories:
   • Goal (one line)
   • Must-have features
   • Optional features
   • Out-of-scope items (what they said no to or didn't mention)
3. Mark unknowns — every fact you can't confirm becomes a "missing question".
4. Score complexity (S/M/L/XL) and effort band per feature.
5. List risks — technical, legal/compliance, payment, content readiness, stakeholder.
6. Recommend phases (MVP → Phase 2 → Later).
7. Draft a quote scope the salesperson can plug into a proposal.
8. Draft the next reply to send the client — a short message asking the missing questions in a friendly, non-pushy tone.

Required output format

One Markdown document with these sections, in this order:

1. Brief — restate of raw input in one paragraph, in plain English.
2. Client goal — one line in the client's own words.
3. Must-have features — bulleted, each with role + outcome.
4. Optional / nice-to-have features — bulleted.
5. Out of scope — bulleted, with why.
6. Missing questions — numbered list the salesperson should ask.
7. Complexity per feature — table: feature · complexity · effort band · risk note.
8. Risks — technical, legal, content, vendor.
9. Recommended phases — MVP / Phase 2 / Later.
10. Quote scope — short block the proposal builder can plug in.
11. Next reply to client — short message, polite, asking the top 3–5 missing questions, with a clear next step.
12. Hand-offs — leadup-sales-proposal-builder, leadup-pricing-package-planner, leadup-pii-risk-reviewer, etc.

Safety rules

• Do not invent client details (industry, budget, location) the client did not state. Mark unknowns as "missing question".
• Do not translate vague client emotion into hard commitments ("urgent" → "by Friday") without a missing question.
• Do not drop legal / regulated context (clinic, finance, kids, payments) — flag it for leadup-pii-risk-reviewer / leadup-security-review.
• Do not put the client's exact verbatim into the public proposal — paraphrase respectfully when it becomes external copy.
• Keep India context (UPI, GST, WhatsApp BSP, regional language) when the client implies it.
• Do not delete the client's actual words; quote them where useful.

Common mistakes

• Inventing features the client did not ask for.
• Over-scoping into a 6-month project from a 2-line message.
• Ignoring the optional / out-of-scope buckets.
• Missing PII / payment / compliance flags for regulated industries.
• Replying to the client with 12 questions in one go — pick top 3–5.
• Treating ambiguity as confirmation. If unclear, it's a question.

Troubleshooting

• Voice-note / audio transcript only: paraphrase carefully, mark uncertain phrases, and add "verify transcript" as a missing question.
• PDF / screenshot input: extract bullet points; cite which page / image each came from.
• Multiple stakeholders contradict each other: list both versions side by side; ask which is final.
• Client lists 20 features: bucket them — 4–6 must-haves, the rest optional or later.
• Regulated industry: flag PII / payments early; route to leadup-pii-risk-reviewer before quoting.
• Client is non-technical: rewrite jargon into plain English and show the rewrite in the next reply.

Test prompts

Should trigger (5)

1. "Here's a WhatsApp thread from a salon owner — what do they actually want?"
2. "Convert this client message into a clear scope."
3. "Analyze this PDF brief from a dental clinic."
4. "Make requirements from these sales-call notes."
5. "Structure this client's voice note into our requirements format."

Should NOT trigger (3)

1. "Send a final proposal." (→ leadup-sales-proposal-builder)
2. "Design Basic/Standard/Premium packages." (→ leadup-pricing-package-planner)
3. "Bootstrap a new project." (→ leadup-project-kickoff)

Functional test cases (2)

1. Given a messy 6-message WhatsApp thread from a clinic owner asking for "a website with bookings, WhatsApp reminders, and maybe payments", return a structured doc with goal, 4–6 must-haves, 2–3 optional, an out-of-scope block, a top-5 missing-question list, a risks block flagging PII for leadup-pii-risk-reviewer, and a ready-to-send next-reply message.
2. Given a 2-line vague brief ("we want an app for tutoring center"), return a doc that says exactly what the team needs to learn before quoting (audience, platforms, scale, payments, roles), with 5 missing questions and a polite client reply, and does NOT invent features beyond the brief.

Success criteria

• All 12 sections present in order.
• Missing-question list has 3–5 high-leverage questions, not 12.
• Must-have / optional / out-of-scope buckets are filled honestly.
• Regulated-industry flags routed to the right LeadUp skill.
• Next-reply message is short, polite, and ends with a clear next step.
• No invented features, budgets, or timelines.