Solution discovery brief

Turn a product conversation into a testable problem statement and a focused next step.

Frame the problem

Record the workflow, who owns it, what happens today, and the cost of leaving it as is. Separate observed facts from hypotheses.

Define proof

Choose one or two outcomes a prospect can verify. Name the baseline, success threshold, data source, and evaluation date.

Map constraints

List security, integration, data, process, and decision constraints. Mark each as confirmed, assumed, or open.

Agree on the next step

Specify the smallest useful evaluation, its owner on each side, dependencies, and a decision date.

COPY-READY WORKSHEET

Make it yours.

PROBLEM / WORKFLOW
Who experiences it:
Current process:
Observed friction:
Business consequence:

EVIDENCE
What we know:
What we assume:
What would disprove the hypothesis:

PROOF PLAN
Baseline and source:
Success threshold:
Evaluation date:

NEXT DECISION
Decision owner:
Open constraints:
Next action and owner:

Adapt this outline to your own context. Do not paste confidential data into a public page.