Start with the problem
Describe what is not working today and what success looks like in plain language — for example “we miss enquiries that arrive after hours” rather than “we need a chatbot”.
What to include
- Your business in two or three sentences, and who your customers are
- The problem and the outcome you want
- Tools and systems you already use
- Must-haves versus nice-to-haves
- Budget range and timeline
- Who will make decisions and who will use the result
What you can leave out
You do not need to specify the technology. A good partner should recommend it — and explain why — based on your goals and budget.