Look beyond the named solution to the business need.
A client asks for AI in customer enquiries. One manager wants faster replies; another wants less work for staff. The technical team is ready to discuss tools, but the parties have not agreed what would count as a useful change.
Go straight to the possible work ↓A useful distinction
Is it clear what improvement the client would find useful?
Not sure yet: general approachConsidering this option: The goal has not been agreed
Where we could start
I would gather the client’s expectations and those of the people doing the work. I would help select one goal and an observable change that would show progress towards it.
What you would have
A short task brief: goal, users, constraints and a way to check the result.
Who needs to be involved
The client, process owner and employees doing the work.
Roles and decisions
Relevant specialists assess technical feasibility.
This is a starting point for a conversation. We would check the approach against your task.
Prepare an enquiry
This is an editable starting outline, not a submitted enquiry. Add your own circumstances.