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Use this as a short working brief. Estimates become more useful when the problem, constraints, decision makers, and ownership are clear.
Describe the situation
- Give one concrete example of what is difficult today.
- Explain who is affected and how often the issue occurs.
- State what a better outcome would look like.
- Separate required outcomes from preferred features.
Share what is already in place
- List platforms, accounts, data, and processes involved.
- Note what is working well and should be preserved.
- Identify integrations, vendors, and technical dependencies.
- Confirm who controls the domain, content, and business accounts.
Set constraints and decisions
- Share a comfortable budget range and important dates.
- Identify decision makers and people who will use the result.
- List accessibility, privacy, security, or compliance requirements.
- Note what cannot change and where there is room to adjust.
Agree on delivery and handoff
- Clarify deliverables, exclusions, review rounds, and acceptance criteria.
- Confirm who owns source files, accounts, data, and recurring costs.
- Agree on launch, support, maintenance, and change request expectations.
- Get the scope, price, and assumptions in writing before work begins.
Every business and project is different. Treat this as general planning guidance, then confirm platform-specific, legal, tax, and security requirements with the appropriate provider or qualified professional.