Start with the purpose
Start with the business problem, not a list of screens. Explain what is difficult today and what a successful result would look like.
Understand the requirements
Identify the people who will use the product and their most important tasks. Separate essentials for the first release from features that can wait.
Make informed choices
List any existing systems, data imports and integrations. Discuss who owns the data and which users should be allowed to access it.
Plan the next step
Share examples of experiences you like, your preferred launch window and any budget constraints. These details guide sensible trade-offs.
Agree on milestones, review points and acceptance criteria. A clear brief helps both sides understand when a feature is ready.