Useful preparation, before the first call.
A few practical checklists to make the next conversation and handoff clearer. Use what helps; adapt them to your project.
Before discovery
Download the discovery checklist. Bring the audience, an example of the problem, what you have tried, timing constraints and the person who can make decisions.
Before launch
Download the launch checklist. Review test evidence, account ownership, privacy disclosures, store materials, rollback and support readiness.
Before handoff
Download the handoff checklist. Confirm source and design files, account ownership, costs, access, operating notes and acceptance.
Write a useful brief
Explain who the app is for, the problem it solves, its most important journey and the constraints. Link existing designs or public examples. Keep confidential records out of the first message. Prepare your brief.
Review the working terms
Pricing explains the proposed engagement boundaries. Process covers decision points. Support explains the proposed care model.