The deeper your answers here, the better your proposal. This brief replaces a 60-minute discovery call — fill it out at your pace, and I'll arrive at our first conversation already 80% prepared.
Quick intro so I know who I'm talking to.
The more context, the better your proposal — there are no wrong answers.
If you're not sure — that's okay. We'll figure this out together.
Check everything you already have in place. Don't worry about gaps — that's why we're here.
Pick your top goals for the next 6–12 months. Be honest — even if it sounds ambitious.
These are the most important answers in this entire brief. Even rough thoughts are valuable.
Honesty here helps me address concerns directly in the proposal.
Pick everything that sounds relevant. We'll prioritize on the call.
A few quick details about timing, budget, and decisions.
Helps me understand who needs to be in the loop and what they care about.
Thank you for taking the time. The depth of your answers tells me you're serious — and I'm taking my time crafting the right response.
Your proposal arrives already shaped by your goals, budget, and decision process — not a generic template.
We skip the basic questions and dive straight into strategy. You walk away with real insights, even if we don't work together.
Every project I've shipped started with a brief like this. The deeper the context, the stronger the result.