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.
The first meaningful customer meeting is coming up
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 customer-facing lead and, where relevant, the person who understands delivery or product constraints.
Roles and decisions
The customer owns their business problem. I help the team prepare to listen and ask useful questions.
Prepare an enquiry
This is an editable starting outline, not a submitted enquiry. Add your own circumstances.