SBS PROJECT BRIEF AND PREPARATION CHECKLIST
Shubh Business Solutions

Keep your answers in your own copy. You do not need every answer to start
a conversation. Mark unknowns as questions to resolve together.

1. PROBLEM AND AUDIENCE
[ ] Audience: Who needs this, in which markets and languages?
[ ] What do they need to do? Where does the current experience break down?
[ ] What is the main improvement you want? Include an example and evidence.
Notes:

2. PRIORITIES AND BOUNDARIES
[ ] Essential pages, assets, channels or workflow steps:
[ ] Out of scope:
[ ] Existing brand elements, content, URLs and systems to preserve:
[ ] Preferred timing, budget constraints and hard deadlines:
[ ] Dependencies: What needs another team or provider?
Notes:

3. INPUTS FOR YOUR ENGINE
[ ] Brand: Audience, positioning, existing logo/guidelines, asset formats,
    approver.
[ ] Build: Current site/product, essential journeys, content inventory,
    integrations, supported devices.
[ ] Grow: Markets, landing pages, reports, conversion definition,
    enquiry follow-up process.
[ ] AI: Workflow example, approved knowledge sources, permission boundaries,
    failure examples, human handoff.
[ ] Partners: Offer, markets, permitted traffic sources, attribution setup,
    activity acceptance and rejection rules.
Relevant public links:
Inputs you can provide:
Inputs still needed:

4. ACCESS AND SENSITIVE INFORMATION
[ ] Systems involved, owners and access that may be required:
[ ] Redacted examples prepared:
[ ] Permitted data sources, access limits and human review agreed before
    connecting integrations or automation:
Do not send passwords, API keys, customer records or other sensitive data
through the enquiry form. Arrange any necessary access through a suitable
secure method after the scope is agreed.
Notes:

5. REVIEW AND ACCEPTANCE
[ ] Acceptance criteria: How will each deliverable be checked?
[ ] Reviewer and evidence needed:
[ ] Website example: Complete a mobile enquiry journey.
[ ] AI example: Check expected answers, failure cases and escalation rules.
[ ] Partnership example: Validate attribution and accepted activity.
[ ] Review checkpoints and required handover materials:
[ ] Who can approve release?
Keep launch checks separate from longer-term performance measurement.
Notes:

6. OWNERS AND OPEN QUESTIONS
[ ] Content supplier:
[ ] Creative approver:
[ ] Technical access owner:
[ ] Enquiry follow-up owner:
[ ] Questions and decisions needed before work can start:

NEXT STEP
Compare engines: https://shubhbusinesssolutions.com/solutions#service-comparison
Discuss your project: https://shubhbusinesssolutions.com/contact
Share your main challenge, relevant public links and open questions.
Scope, responsibilities, timing and costs can then be discussed around
your requirements.