Vito Brusca · 3 min read
A specific objective.
Describe what you want to improve and why it matters to your business. More customers, better margins and greater control may call for different decisions.
Your offer and your target customer.
Bring a simple description of what you sell, who you sell it to and why they choose you today. If you have different offers, separate them so important differences don’t get lost.
Your activities and available resources.
List active channels, team members, suppliers, investments and time spent. Include what you have already tried and what you learned, even when it didn’t work.
The data you have, without inventing what’s missing.
Enquiries, sales, costs, response times and repeat customers can help. State the source and timeframe. If data isn’t available, acknowledging that is more useful than guessing.
The problem as you see it.
Explain where you feel the most friction. This starts the conversation; it isn’t a final diagnosis. The discussion also helps check whether the real problem lies elsewhere.