Project Intake

Project Readiness Checklist

You do not need a polished brief to begin. But a few pieces of context can make the first conversation dramatically more useful.

Bring what you have

Useful inputs before the first conversation.

Goal

What should be different afterward?

Describe the outcome in practical terms. A rough target is enough to start.

Current State

What exists now?

Share the current site, documents, workflow, research, drafts, screenshots or other material that already exists.

Problem

What is getting in the way?

Name the bottleneck, confusion, delay, missing capability or quality issue that prompted the project.

Audience

Who needs the result?

Identify the people who will use, read, approve, maintain or rely on the finished work.

Constraints

What cannot be ignored?

List deadlines, platform limits, compliance needs, technical restrictions, budgets or dependencies that may shape the approach.

Access

What systems are involved?

Note any websites, hosting, files, software, shared drives or other platforms that may need access or coordination.

Decision-Makers

Who approves direction?

Knowing who has final approval helps prevent circular review and conflicting feedback.

Priority

What matters most?

If speed, depth, polish, preservation of existing work or another factor matters most, say so early.

Success

How will you know it worked?

Define the practical result: a clearer site, better workflow, usable research system, launch-ready asset or another concrete improvement.

What you do not need

Do not overprepare.

You do not need perfect language, a giant requirements document or every answer in advance. A useful first message can be as simple as: what exists, what is wrong, what you want instead, and anything that makes the project unusually constrained.

Send the Project

Scroll to Top