Write a project brief

Before you talk to providers, get what you need down on one page. Answer in your own words; skip anything you're not sure about. It's free, and it's saved in this browser as you type.

A sentence or two, so a provider understands your world.

Describe the problem or opportunity in your own words: what happens now, and what it costs you.

Tools, people or fixes you've tried, and how they went. "Nothing yet" is fine.

Email, accounting, booking, CRM, spreadsheets: anything a solution would need to work with.

How you'd know it worked, in a few months' time.

A rough timeframe, or anything driving the timing.

Only what you're happy to share with the providers you send this to.

Which services might help? (choose any, up to 5)

A rough range helps providers suggest something realistic. "Not sure" is a fine answer.