The
intake
form

The engagement type decides which questions matter in step 07. The three people-and-date questions are asked on every project, whatever the type.

Most briefs arrive describing a solution. The problem underneath it gets written in the client’s own words, quoted. Paraphrase is drift.

If the material does not say, that is an open question, not something to invent. Mark it unresolved and it becomes one of the three questions.

Not personas. Jobs. Each row names a person, the thing they are trying to get done, and how that is known rather than assumed.

Platform, data, integrations, compliance, timeline, team. Each one is marked by who confirmed it. Anything unconfirmed is flagged for an engineer before it shapes a wireframe.

Every ambiguity becomes a row. The register sorts itself by cost of being wrong, highest first. Cheap-to-test rows get tested this week. Expensive ones get decided by the client, on the record.

Pick the three whose answers change the shape of the work, not the three that are easiest to answer. The bank below is filtered by the engagement type from step 01. Click one to place it in a slot, or write your own.