Problem statement
The problem in one sentence. If it takes three, the project is not scoped yet.
Scoping brief Get the scoping brief 2-page fillable PDF, delivered to your inbox.
The one-pager we fill in before any build
This is the intake template we actually use before scoping a project — not a marketing checklist. Eight sections that force the questions a build lives or dies on, in a 2-page fillable PDF.
What it isThe template we complete before committing to any scope.
What it forcesAnswers — or visible gaps — on the eight questions that shape a build.
Time it asks forTen focused minutes routinely saves weeks of discovery.
The 8 sections inside
Each one fits in a few lines. All eight together are the difference between a scoped project and a guess.
01
02
Current-state workflow
The steps as they happen today, and who owns each one.
03
Data inventory
Sources, formats, and who can grant access to each.
04
Integration points
The systems the build must talk to, and how each handles auth.
05
Success metric
One metric, and how it is measured today — not how it should be.
06
Constraints
Compliance requirements, timeline pressure, and team availability.
07
Budget band
The range the project can operate in, stated plainly.
08
Decision timeline
When a decision gets made, and who makes it.
Why it works
The gaps are as informative as the answers.
A blank budget band tells you the project has no sponsor yet. An empty data inventory tells you discovery starts with access, not architecture. A success metric nobody currently measures tells you the first deliverable is instrumentation. Filling this in honestly — including the parts you cannot fill in — is the fastest way to find out whether a project is ready to scope.
If a section is blank
You found the risk early
Every empty field is a question that would otherwise surface mid-build, at a worse price.
If every section is full
Scoping gets fast
A completed brief lets a fit conversation start at the decision, not at the introductions.
Either way
You keep the document
It works with any vendor, internal team, or build path — not just ours.
Resource download
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Request the brief and we'll send the fillable PDF to your inbox.
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Book a fit review and attach your completed brief.
A completed brief is the best possible starting point for a fit review. We read it before the call, so the conversation starts at your actual constraints — data, integrations, budget band, and timeline — instead of a generic pitch.
