agency-brand-scoping

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Agency brand scoping

代理品牌范围界定

A fast discovery pass for a new client: gather brand signals (site, deck, competitors, audience, tone), lock them into a reusable
brand-system.json
file, and produce 5 on-direction visual explorations to validate with the client before any production spend.
URL / deck in → brand-system.json + 5 direction variations out. One hour, under $1 in generation cost, reusable across the rest of the engagement.
针对新客户的快速探索流程:收集品牌信号(官网、演示文稿、竞品、受众、调性),并将其存入可复用的
brand-system.json
文件,产出5组符合品牌方向的视觉探索方案,以便在投入生产资源前与客户确认。
输入:网址/演示文稿 → 输出:brand-system.json + 5组方向变体。耗时1小时,生成成本低于1美元,可在整个合作项目中复用。

When to Use

适用场景

  • Responding to an RFP and need 5 distinct visual directions for the first review
  • Net-new client pitch — you've read the brief, now you need on-brand sketches
  • Kickoff phase of a signed engagement, before production generations start
  • Scoping a rebrand: grab the existing brand, propose 5 evolution paths
  • Any moment where "what does this brand look like in AI generation" is the open question
Do not use for finished campaign assets — this is discovery only. Lock the system here, then run
agency-pitch-mockups
or
agency-multi-brand-pack
for deliverables.
  • 响应RFP(提案请求),需为首次评审提供5种独特视觉方向
  • 新客户提案——已研读brief,需产出符合品牌调性的草图
  • 已签约项目的启动阶段,正式生成生产资源之前
  • 品牌重塑规划:获取现有品牌信息,提出5种演进路径
  • 任何需要解答“AI生成的品牌视觉是什么样”的场景
不适用于 完成的营销活动资产——此流程仅用于探索阶段。确定品牌体系后,可运行
agency-pitch-mockups
agency-multi-brand-pack
来生成交付物。

Prerequisites

前置要求

Ask the user (batch in one message):
  1. Client name + slug — used for folder + manifest tags (e.g.
    acme-fintech
    )
  2. Brand references — URL, existing deck, Figma file, or "no brand yet, we're defining it"
  3. Competitors / comparable brands — 2-3 names; informs what NOT to look like
  4. Audience + tone — who buys, what feeling ("premium + restrained" vs "bold + irreverent")
  5. Deliverable type the scope is for — pitch deck, campaign, launch film, product shoot (informs aspect ratios)
  6. Confidentiality — is this NDA? If yes, never name the client in public Drive folders or prompts
If the user gives a URL or deck, read/fetch it first and extract palette, typography impression, imagery style, and tone words. Propose the
brand-system.json
back for confirmation before generating.
向用户一次性询问以下信息:
  1. 客户名称+简称 —— 用于文件夹和清单标签(例如:
    acme-fintech
  2. 品牌参考资料 —— 网址、现有演示文稿、Figma文件,或“尚无品牌,正在定义中”
  3. 竞品/同类品牌 —— 2-3个品牌名称;用于明确需要规避的风格
  4. 受众+调性 —— 目标客户群体、想要传递的感受(如“高端+克制” vs “大胆+不羁”)
  5. 本次范围对应的交付物类型 —— 提案演示文稿、营销活动、启动影片、产品拍摄(影响宽高比)
  6. 保密要求 —— 是否签署NDA?若是,绝不能在公共云端文件夹或提示词中提及客户名称
如果用户提供了网址或演示文稿,需先读取/获取内容,提取配色方案、字体印象、图像风格和调性关键词。在生成方案前,需提交
brand-system.json
供用户确认。

How to Run

操作流程

1. INGEST     → read URL / deck / Figma, extract signals
2. DRAFT      → propose brand-system.json (palette, type-feel, imagery, tone, do-nots)
3. CONFIRM    → user locks the system; save to clients/<slug>/brand-system.json
4. ESTIMATE   → gen-ai pricing on the 5-direction batch (< $1 target)
5. GENERATE   → 5 directions, each with a single-word descriptor tag
6. REVIEW     → contact-sheet the 5 outputs, get client pick
7. LOCK       → winning direction becomes clients/<slug>/brand.md for all future work
Rules:
  • Never skip step 2. Without
    brand-system.json
    , every future generation for this client re-litigates brand from scratch.
  • Always estimate before generating. 5 variants at
    recraftv4
    ≈ 10 credits, but confirm in-session.
  • Keep pitch outputs watermark-free only if the client has signed. For cold pitches, add
    "obvious mockup"
    language in prompt.
  • Never mix clients in a single Drive folder or manifest. Namespace everything under
    clients/<slug>/
    .
1. 采集     → 读取网址/演示文稿/Figma文件,提取品牌信号
2. 起草     → 生成brand-system.json提案(配色、字体风格、图像、调性、规避项)
3. 确认     → 用户确认品牌体系;保存至clients/<简称>/brand-system.json
4. 估算     → 5组方向批量生成的AI成本(目标低于1美元)
5. 生成     → 5组方向,每组配一个单字描述标签
6. 评审     → 将5组输出整理成对比图,获取客户选择
7. 锁定     → 胜出方向存入clients/<简称>/brand.md,供后续所有工作使用
规则:
  • 绝不能跳过步骤2。没有
    brand-system.json
    ,后续为该客户生成的所有内容都需要重新梳理品牌定位。
  • 生成前务必估算成本。使用
    recraftv4
    生成5种变体约需10个积分,但需在会话中确认。
  • 仅当客户已签约时,提案输出才无需加水印。对于陌生客户的提案,需在提示词中加入“明显的样稿”相关表述。
  • 绝不能在单个云端文件夹或清单中混合多个客户的内容。所有内容都需归类在
    clients/<简称>/
    目录下。

Quick Reference

快速参考

json
{
  "client_slug": "acme-fintech",
  "brand_system": "clients/acme-fintech/brand-system.json",
  "defaults": { "model": "recraftv4", "aspectRatio": "16:9" },
  "variants": {
    "direction": ["editorial", "bold", "minimal", "playful", "cinematic"]
  },
  "jobs": [
    { "id": "{direction}", "prompt": "<client descriptor> — {direction} direction" }
  ]
}
Lock the winning direction back into
clients/<slug>/brand.md
— a 10-line markdown file Claude + downstream batches can include in prompts.
json
{
  "client_slug": "acme-fintech",
  "brand_system": "clients/acme-fintech/brand-system.json",
  "defaults": { "model": "recraftv4", "aspectRatio": "16:9" },
  "variants": {
    "direction": ["editorial", "bold", "minimal", "playful", "cinematic"]
  },
  "jobs": [
    { "id": "{direction}", "prompt": "<客户描述> — {direction} direction" }
  ]
}
将胜出方向存入
clients/<简称>/brand.md
——这是一个10行的Markdown文件,Claude及后续批量任务可在提示词中引用。

Quick Reference

快速参考

Sub-taskModelWhy
Direction exploration (default)
recraftv4
Design-forward, honors palette + type feel, cheap
Photo-led brands (fashion, hospitality)
flux-2-pro
Photoreal, better lighting, for brands that live in photography
Typography-centric directions (editorial posters, quote slides)
ideogram-v3
Only model that renders readable headlines reliably
Quick cheap drafts when testing 10+ directions
gemini-3.1-flash-image
or
gemini-3.1-flash-image
~1 credit each; use for throwaway iteration
Check live IDs with
gen-ai models --mode image
before committing — names shift.
子任务模型原因
方向探索(默认)
recraftv4
设计导向,贴合配色+字体风格,成本低
以照片为主的品牌(时尚、酒店)
flux-2-pro
照片级写实,光线效果更佳,适用于依赖摄影的品牌
以字体为核心的方向(社论海报、引语幻灯片)
ideogram-v3
唯一能可靠渲染清晰标题的模型
测试10+方向时的快速低成本草稿
gemini-3.1-flash-image
gemini-3.1-flash-image
每个约1积分;用于快速迭代的废弃草稿
提交前请通过
gen-ai models --mode image
检查实时模型ID——名称可能会变动。

Procedure

操作规范

  • Always scope brand before generating production work. One hour of scoping saves a week of misaligned deliverables.
  • Descriptor-per-direction beats vague prompts. "Editorial" + specific cues > "something clean and modern".
  • Never leak other clients' assets into a new client's prompt. No
    -i
    from a different client folder, ever.
  • Save
    brand-system.json
    to the repo, not Drive.
    It's versioned alongside code and MRs.
  • Propose 5, not 10. Client decision fatigue is real; 5 distinct directions forces a real pick.
  • For NDA clients, don't name them in prompts. Use a generic descriptor ("a premium fintech for seed-stage founders") — prompts are logged.
  • Build a reusable prompt library per client at
    clients/<slug>/prompts/
    — hero, tile, social, OG templates that all reference the locked direction.
  • 生成生产资源前务必先梳理品牌范围。1小时的范围梳理可避免一周的交付物偏差。
  • 每个方向配专属描述词优于模糊提示词。“社论风格”+具体线索 > “简洁现代的风格”。
  • 绝不能将其他客户的资产混入新客户的提示词中。绝不能使用来自其他客户文件夹的
    -i
    参数。
  • 将brand-system.json保存至代码仓库,而非云端。它会与代码和MR(合并请求)一起进行版本控制。
  • 提出5种方向,而非10种。客户会有决策疲劳;5种独特方向能促使客户做出明确选择。
  • 对于签署NDA的客户,不要在提示词中提及他们的名称。使用通用描述(如“面向种子阶段创始人的高端金融科技品牌”)——提示词会被记录。
  • 为每个客户构建可复用的提示词库,存于
    clients/<简称>/prompts/
    ——包括主视觉、卡片、社交平台、OG模板,所有模板都引用已锁定的品牌方向。

Pitfalls

常见陷阱

  • Generating before locking
    brand-system.json
    → 5 gorgeous directions that don't fit the brand
  • Brand cross-contamination — reusing a prior client's
    brand.md
    "because it looked nice" — your competitive moat is per-client rigor, don't blow it
  • Descriptor overlap — "bold" and "cinematic" blur if prompts aren't distinct enough; each direction needs a clearly different visual hypothesis
  • Over-polished scoping — if the scoping output looks like a finished ad, the client will ask "why not use this?" and you've skipped production
  • Missing competitor check — landing on a direction that looks identical to the client's biggest rival
  • Public Drive folder for an NDA client — always use
    --drive-folder "internal-$CLIENT"
    or a private workspace
  • 未锁定brand-system.json就开始生成 → 5组精美的方向但不符合品牌调性
  • 品牌风格交叉污染 —— 复用之前客户的
    brand.md
    “因为看起来不错”——你的核心竞争力是针对每个客户的严谨性,不要破坏它
  • 描述词重叠 —— 如果提示词不够明确,“大胆”和“电影感”会混淆;每个方向都需要清晰不同的视觉假设
  • 过度打磨探索成果 —— 如果探索输出看起来像成品广告,客户会问“为什么不用这个?”,导致跳过生产阶段
  • 遗漏竞品检查 —— 产出的方向与客户最大竞品的风格完全一致
  • 为签署NDA的客户使用公共云端文件夹 —— 务必使用
    --drive-folder "internal-$CLIENT"
    或私有工作区

Verification

验证步骤

Run
gen-ai whoami
to confirm authentication, then re-run the failed command with
--debug
.
运行
gen-ai whoami
确认身份验证,然后添加
--debug
参数重新运行失败的命令。

Step 1: Ingest + propose brand-system.json

步骤1:采集并提交brand-system.json提案

Pull signals from whatever the client gave you. If it's a URL, fetch it. If it's a deck, read it. Summarize into:
json
{
  "client_slug": "acme-fintech",
  "brand": {
    "palette": { "primary": "#0B1F3A", "accent": "#00D4A3", "neutral": "#F5F3EE" },
    "typography_feel": "geometric sans, tight tracking, editorial weights",
    "imagery_direction": "abstract finance, muted photography, no stock clichés",
    "tone_words": ["trustworthy", "calm", "precise"],
    "do_not": ["cartoon illustration", "neon gradients", "tech-bro stock photos"]
  },
  "competitors": ["wise.com", "mercury.com"],
  "audience": "seed-stage founders, CFO buyers",
  "confidentiality": "NDA"
}
Save to
clients/<slug>/brand-system.json
. This file is the single source of truth referenced by every downstream skill.
从客户提供的资料中提取品牌信号。如果是网址,获取其内容;如果是演示文稿,读取内容。整理为如下格式:
json
{
  "client_slug": "acme-fintech",
  "brand": {
    "palette": { "primary": "#0B1F3A", "accent": "#00D4A3", "neutral": "#F5F3EE" },
    "typography_feel": "geometric sans, tight tracking, editorial weights",
    "imagery_direction": "abstract finance, muted photography, no stock clichés",
    "tone_words": ["trustworthy", "calm", "precise"],
    "do_not": ["cartoon illustration", "neon gradients", "tech-bro stock photos"]
  },
  "competitors": ["wise.com", "mercury.com"],
  "audience": "seed-stage founders, CFO buyers",
  "confidentiality": "NDA"
}
保存至
clients/<简称>/brand-system.json
。该文件是所有后续任务引用的唯一可信来源。

Step 2: Generate 5 directions

步骤2:生成5组方向

Each direction gets a single-word descriptor. Standard starter set: editorial, bold, minimal, playful, cinematic. Swap any that clashes with the brand's tone words (e.g. drop "playful" for a private bank).
bash
CLIENT="acme-fintech"
OUT="clients/$CLIENT/scoping"
mkdir -p "$OUT"
每组方向配一个单字描述词。标准初始集合:editorial(社论风)、bold(大胆风)、minimal(极简风)、playful(趣味风)、cinematic(电影感)。如果某个词与品牌调性冲突,可替换(例如,为私人银行移除“playful”)。
bash
CLIENT="acme-fintech"
OUT="clients/$CLIENT/scoping"
mkdir -p "$OUT"

Check per-call pricing first, then multiply by 5 directions.

先检查单次调用的价格,再乘以5组方向。

gen-ai pricing recraftv4
gen-ai pricing recraftv4

Run as 5 discrete jobs so each can get its own direction prompt

拆分为5个独立任务,以便为每组方向配置专属提示词

cat > /tmp/$CLIENT-scoping.json <<EOF { "defaults": { "model": "recraftv4" }, "jobs": [ { "id": "01-editorial", "prompt": "$CLIENT hero — editorial magazine feel, restrained palette, generous whitespace, confident typography", "aspectRatio": "16:9" }, { "id": "02-bold", "prompt": "$CLIENT hero — bold graphic, high contrast, oversized type, flat color blocking", "aspectRatio": "16:9" }, { "id": "03-minimal", "prompt": "$CLIENT hero — minimal composition, single focal element, muted neutrals, precise negative space", "aspectRatio": "16:9" }, { "id": "04-playful", "prompt": "$CLIENT hero — playful abstract shapes, warm palette, hand-drawn accent, approachable energy", "aspectRatio": "16:9" }, { "id": "05-cinematic", "prompt": "$CLIENT hero — cinematic photography, shallow depth of field, moody lighting, filmic grain", "aspectRatio": "16:9" } ] } EOF
gen-ai batch run /tmp/$CLIENT-scoping.json -c 5 -o "$OUT"

Results land at `clients/<slug>/scoping/0X-<direction>.webp` + `results.json`. Present the 5 side-by-side to the client.
cat > /tmp/$CLIENT-scoping.json <<EOF { "defaults": { "model": "recraftv4" }, "jobs": [ { "id": "01-editorial", "prompt": "$CLIENT hero — editorial magazine feel, restrained palette, generous whitespace, confident typography", "aspectRatio": "16:9" }, { "id": "02-bold", "prompt": "$CLIENT hero — bold graphic, high contrast, oversized type, flat color blocking", "aspectRatio": "16:9" }, { "id": "03-minimal", "prompt": "$CLIENT hero — minimal composition, single focal element, muted neutrals, precise negative space", "aspectRatio": "16:9" }, { "id": "04-playful", "prompt": "$CLIENT hero — playful abstract shapes, warm palette, hand-drawn accent, approachable energy", "aspectRatio": "16:9" }, { "id": "05-cinematic", "prompt": "$CLIENT hero — cinematic photography, shallow depth of field, moody lighting, filmic grain", "aspectRatio": "16:9" } ] } EOF
gen-ai batch run /tmp/$CLIENT-scoping.json -c 5 -o "$OUT"

结果将保存至`clients/<简称>/scoping/0X-<direction>.webp` + `results.json`。将5组输出并排展示给客户。

Cost & time

成本与时间

PhaseTypical spendTypical time
Scoping (this skill, 5 directions,
recraftv4
)
~$0.50–$115-30 min incl. review
Production (after direction lock)$5–$50 per asset setPer deliverable
Keep scoping under $1. If a client won't approve a direction after 5, the brief is broken — don't burn credits, push back on the brief.
阶段典型花费典型耗时
范围界定(本流程,5组方向,使用
recraftv4
~0.5–1美元15-30分钟(含评审)
生产阶段(锁定方向后)每组资产5–50美元视交付物而定
确保范围界定成本低于1美元。如果客户在5组方向后仍无法确认,说明brief存在问题——不要浪费积分,需重新梳理brief。

See also

相关链接

  • workflows/agency-pitch-mockups/
    — once direction is locked, produce pitch assets
  • workflows/agency-multi-brand-pack/
    — run scoping-plus-production across many retainer clients
  • workflows/agency-client-handoff/
    — package final work at engagement end
  • gen-ai-workflows.md
    — general multi-step patterns
  • gen-ai-batch.md
    — manifest shapes and concurrency tuning
  • workflows/agency-pitch-mockups/
    —— 锁定方向后,生成提案资产
  • workflows/agency-multi-brand-pack/
    —— 为多个固定合作客户执行范围界定+生产流程
  • workflows/agency-client-handoff/
    —— 项目结束时打包最终成果
  • gen-ai-workflows.md
    —— 通用多步骤模式
  • gen-ai-batch.md
    —— 清单格式和并发调优