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PLAN · PHASES 1–3

Agree on what you are building before you ask anyone a question.

Set the project up in minutes, write a first draft with Claude watching for gaps, and let stakeholders react to the MVP before the interviews start.

01

A wizard that makes every decision for you, then lets you change it.

Pick one of ten templates (CRM, support assistant, knowledge assistant, agent, process, policy and more), choose stakeholders from the company directory and the areas to cover. Every setting comes with a sensible default.

  • Six steps, about two minutes
  • Defaults inherited from the workspace
  • Copy an existing project as a starting point
STEP 3 OF 6 · TEMPLATEWhat are you specifying?
CRM / sales system11 people · 37 questions
Support assistant8 people · 8 questions
Agent / automation7 people · 7 questions
Process description7 people · 7 questions
Next · stakeholders →
02

Write the first draft. Claude points out what is missing.

Vision, personas, features, non-goals, success metrics, risks and phases, in one place. Paste an existing document and Claude fills only the empty sections. Each feature has a phase, from MVP to Later.

  • Gap checks as you write, never a rewrite
  • Story map with the MVP cut
  • Freeze the MVP when the review is in
VISIONSales reps log every customer contact in seconds, so managers can forecast from facts instead of feelings. FEATURES
MVPLog a call from the phoneMVPPipeline per repPhase 2AI follow-up drafts
CLAUDE FOUND 2 GAPSNo success metric has a number. Nobody owns data protection.
03

Let stakeholders vote on the MVP. See the spread, not just the average.

Reviewers upvote, downvote, propose a phase and comment. You see how far apart they are: three up and three down is very different from no votes at all. Disputed features go straight to Conflicts.

  • Votes count equally; the owner decides
  • Protected features: downvotes are advice only
  • Turn any feature into an interview question
FEATURESPREADNET
Log a call from the phone+7
Voice note on calls · disputed±0
Pipeline per rep+4
Targets per quarter−3
Freeze the MVP
AI CHECKLIST84 points that make a great AI instruction.Persona, context, boundaries, tools, evaluation and more. Any missing point becomes a ready-made question for the right person, in one click.
71of 84 covered SecurityPersonaBoundariesEvaluation
NEXT

Then ask the right people.

One package per person, their questions only, finished on a phone in a few minutes.Next: Collect →
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