I would like to discuss a task similar to “Hand over the agreements, not just the client.”

A possible distinction: Important terms have not been agreed.

Possible first output: Decisions required before starting and a description of the agreed first stage.

I would like to check whether this first step fits our task and discuss terms for further work.

Our situation: [add details]
What we want to change: [add details]
What we have tried: [add details]