A clear brief gets you better proposals and more accurate prices from any vendor, including us. It does not need technical detail. It needs the business context that only you have.
Answer each section in a few sentences. Gaps are fine and are useful to discuss.
Outcome
- What should be different when this project is done?
- Why does it matter now?
- How will you measure success after six months?
People and systems
- Who will use the result, and how often?
- Which current tools, data, or processes are involved?
- Who decides, and who needs to approve?
Constraints
- Deadlines, including seasonal ones.
- Budget range.
- Security, compliance, or data requirements.
- Anything that must not change.
Examples
- Screenshots or files of what you use today, with sensitive data removed.
- Sites, tools, or competitors you like, and why.
- Anything you have tried before, and what did not work.
This template is general guidance, not legal, tax, or financial advice. Adapt it to your business and confirm requirements with a qualified adviser.