# RevSet Labs — Project brief

Use this to prepare a scope discussion. This is a planning document, not a quote or service agreement.

## 1. The process gap
- Business / project:
- Who owns the sales process:
- The problem in one sentence:
- One recent example, with customer details removed:
- What happens today:
- What a better process would do:

## 2. The current environment
- Monthly inquiry range and how it was measured:
- Main sources (forms, calls, messages, referrals):
- CRM or current customer record:
- Calendar / scheduling tools:
- Communication channels:
- Tool plans and integration permissions available:
- Who controls the accounts:

## 3. Proposed first release
- Trigger that starts the workflow:
- Which contacts / opportunities are eligible:
- Required data and its authoritative source:
- Approved automated actions:
- Questions and decisions requiring a person:
- Events that stop or change follow-up:
- Who owns an exception:
- What is outside this first release:

## 4. Inspectable acceptance criteria
Write an input, expected action, expected record, and owner for each:
- Normal customer journey:
- Duplicate or repeated event:
- Missing or ambiguous customer information:
- Reply immediately before a scheduled follow-up:
- Cancellation, opt-out, or closed opportunity:
- Integration failure and recovery:
- Unsupported question or commercial exception:

## 5. Scope and handover
- Workflow deliverables:
- Data preparation / migration:
- Required software and who pays it:
- Usage assumptions and limits:
- Milestones and approval dependencies:
- Operating documentation:
- Support coverage and escalation:
- Ongoing changes and their approval route:
- Acceptance reviewer:

Keep credentials and private customer records out of this brief.