From the situation to a useful next step.
Here is a possible starting point. In a conversation, we can clarify the circumstances and agree my involvement.
Your selected situation
The last conversation went well, but taught us little
Where we could start
I would start by reviewing what is currently known, what the customer has actually said, and what remains an assumption. We could then select one useful qualification or discovery question before proposing more work.
What you would have
A concise situation brief with facts, assumptions, questions and a possible next step.
Who needs to be involved
The people who attended the meeting and the next customer contact.
Roles and decisions
We can review what was actually learned without inventing the customer’s views.
Prepare an enquiry
This is an editable starting outline, not a submitted enquiry. Add your own circumstances.