Your project brief

Start with the problem.
Work through the detail.

Choose BPO or software, then fill in what you know. You can edit, copy or download the brief, or choose to carry it into an enquiry. Nothing is sent by this builder.

YOU CONTROL THE NEXT STEP

Leave unknowns open.
Use your own words.
Review before you send.

Need an example?

Not sure where to start? Find a useful first scope

Choose the closest problem. This is a starting suggestion you can change, not a quote or a commitment.

Start with one support queue.

A defined channel and handling guide give us a practical place to begin.

What would you like to work on?

BPO & customer operationsSoftware & connected systems

Starting point

What needs attention?The problem or task, in your own words.Who is the work for?Customers, staff or other people involved.What belongs in the first scope?Start with the work you want handled or built first.Which tools or information are involved?Existing systems, files and useful source material.How much work is there?An estimate or sample is enough.Which channels and hours matter?Country, time zone, language and coverage needs.Which decisions stay with your team?Approval limits, sensitive cases and the receiving owner.What would useful delivery look like?Something you could review or check.What should stay outside this first scope?Later ideas, excluded tasks or important constraints.Any timing to work around?Include why a date matters. Unknown is fine.Budget context (optional)A range and currency, if you have them.

You can leave questions open. Use business context rather than customer records, passwords or confidential account details.

YOUR WORKING BRIEF0 of 11 prompts filled

A clearer place to begin.

Keep editing the prompts, then choose what happens to your brief.

Your brief will appear here as you describe what needs attention.

You do not need a finished specification to begin.

This builder sends nothing. Choosing the enquiry option keeps the brief in this browser tab and opens an editable enquiry form. You still choose whether to submit.

Prefer a blank template? Download it

Preparing your brief prompts…

Help with writing your briefA few useful prompts if you are not sure where to begin.

A useful brief starts here

Describe the work.
Leave room for questions.

You do not need a finished specification. A brief helps us understand the starting point and prepare the right questions. BPO and software can be discussed separately, and there is no minimum engagement size.

01
Explain what happens today
For BPO, describe the queue or task, approximate workload, channels, languages and time zones you need covered. For software, name the users, the task they need to complete and the tools they use now. Estimates and unknowns are useful when clearly labelled.
02
Choose a result you can review
Say what the first scope should produce: checked records, a documented handoff, a working customer journey or a connection between systems. Include approval limits and exclusions. A focused first scope is easier to assess than an open-ended request to improve everything.
03
Make the next decisions visible
Add any budget context, important date and reason it matters. Name the person who can answer questions or approve work. Scope, cost, availability and delivery timing still need review and agreement; this builder does not calculate a quote or reserve a team.

Use business context rather than customer records, passwords or confidential account details. Copying and downloading keep you in control of the brief. Choosing the enquiry option carries it within this browser tab to an editable form; sending that form is a separate action.

Prefer to write offline? Download the BPO brief template or software brief template. You can also start an enquiry directly with a rough description.

Start with the problem.Work through the detail.

Start with one support queue.

Explain what happens today

Choose a result you can review

Make the next decisions visible

Start with the problem.
Work through the detail.