Clarify the task before quoting.

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.brief{border-top:3px solid #47576e;background:#edf0f4;padding:22px}.brief p{margin-bottom:8px}</style></head><body><main><header><p class="eyebrow">Client discovery · Fictional repair business · 45 minutes</p><h1>Clarify the task before quoting.</h1><p class="lede">Stated request: “We need a new website.” One illustrative answer is supplied; the remaining brief fields stay open.</p></header>
<div class="split"><section><h2>Question → brief field</h2><div class="rows"><button class="row-button" data-question="0" aria-pressed="true" aria-controls="question-detail"><small>01 · Customer task</small>What are customers trying to find out before contacting you?</button><button class="row-button" data-question="1" aria-pressed="false" aria-controls="question-detail"><small>02 · Content source</small>What repair categories can you confirm, and where is that information maintained?</button><button class="row-button" data-question="2" aria-pressed="false" aria-controls="question-detail"><small>03 · Approver</small>Who can approve the service wording?</button><button class="row-button" data-question="3" aria-pressed="false" aria-controls="question-detail"><small>04 · Next step</small>What must happen after a visitor finds the right service?</button><button class="row-button" data-question="4" aria-pressed="false" aria-controls="question-detail"><small>05 · Constraints</small>What budget, timing, and access constraints should shape the proposal?</button></div></section><section><div id="question-detail" class="panel" aria-live="polite"></div><div class="callout warning section"><b>Before proposing features</b><p>A service-information problem does not establish a need for booking, payments, or a portal. Ask what happens next.</p></div></section></div>
<section class="section brief"><p class="eyebrow">Read-back brief · Not a scope agreement</p><h2>Supported task. Named gaps.</h2><p><b>Requested work:</b> Website.</p><p><b>Task to investigate:</b> Determine whether the shop handles an item type before visiting.</p><p><b>Content needed:</b> Confirmed repair categories and their source.</p><p><b>Next step:</b> [ASK CLIENT]. <b>Budget, launch date, approver, access:</b> [UNCONFIRMED].</p></section>
<details><summary>45-minute agenda and preparation</summary><div><ol class="timeline"><li><time>0–5 MINUTES</time>Confirm the request and discovery focus.</li><li><time>5–15 MINUTES</time>Examine the customer task and current failure.</li><li><time>15–25 MINUTES</time>Review service content and desired next step.</li><li><time>25–35 MINUTES</time>Discuss approval, budget, timing, and access process.</li><li><time>35–45 MINUTES</time>Read back the brief and agree follow-up.</li></ol><p>Bring an empty brief and client-approved current material if available. Confirm service information before treating existing copy as a requirement. Request an approved access process later; no passwords belong in discovery.</p><p>Resource requests: service list/source, content approver, desired next step, budget, date, and approved access process. Assign owners and dates only when agreed.</p></div></details><footer>Original illustrative example · Local controls only. Changes are temporary and clear when this page is reloaded. Keep actual records in your approved source tools.</footer></main><script>const $=s=>document.querySelector(s);const $$=s=>Array.from(document.querySelectorAll(s));function pressed(attr,i){$$('[data-'+attr+']').forEach(b=>b.setAttribute('aria-pressed',String(Number(b.dataset[attr])===i)));}

const questions=[["Customer task","What are customers trying to find out before contacting you?","Defines the first task the site should support.","Supplied fictional answer: customers call to ask whether the shop repairs their type of item before bringing it in.","Customer task"],["Content source","What repair categories can you confirm, and where is that information maintained?","Establishes what content can be supported.","[SERVICE LIST AND SOURCE TO REQUEST]","Content and evidence"],["Approver","Who can approve the service wording?","Identifies the decision needed before content is final.","[APPROVER TO CONFIRM]","Approval responsibility"],["Next step","What must happen after a visitor finds the right service?","Distinguishes information from booking, payment, or another workflow.","[NEXT STEP TO ASK]","Scope boundary"],["Constraints","What budget, timing, and access constraints should shape the proposal?","Exposes limits before estimating work.","[BUDGET, DATE, ACCESS PROCESS UNKNOWN]","Constraints and dependencies"]];function question(i){pressed('question',i);const x=questions[i];$('#question-detail').innerHTML='<span class="tag">Brief field · '+x[4]+'</span><h2 style="margin-top:14px">'+x[1]+'</h2><dl><dt>Why ask</dt><dd>'+x[2]+'</dd><dt>'+ (i===0?'Known for this fictional exercise':'Unanswered')+'</dt><dd>'+x[3]+'</dd></dl>';}$$('[data-question]').forEach(b=>b.addEventListener('click',()=>question(Number(b.dataset.question))));question(0);</script></body></html>