let's get started.

Who are you?

the work.

What's one thing you do regularly that costs more time or energy than it should?

Feel free to answer in bullets.

what's been tried.

Have you tried to address this before? What happened?

Optional. Skip if this is a fresh start.

your world.

What does your work look like right now?

Role, team size if relevant, what you're mainly responsible for.

Optional. Useful for scoping what we build together.

your tools.

Which tools and software do you use regularly, or would like to use more?

You don't need to be exhaustive. Name what you use most, or what your company has access to.

the goal.

What would the ideal outcome look like?

Think about the end state. What changes, what stops taking so long, what becomes possible.

yes,
please.

Got it.

I'll review what you've shared and follow up within a day or two to confirm scope and next steps.

If there's anything you'd rather explain out loud, record a voice note on your phone and attach it when I email you.