Working Brief / Fieldnotes

A discovery sprint proposal for a client with a broad brief and no agreed priorities. It covers the client’s situation, the four parts of the sprint, what is included, a three-week timeline, a similar client’s results, the team and three sprint lengths at fixed prices, with optional extras.

Agency Discovery Sprint Proposal

<h1 style="font-family:var(--proposal-font-heading);font-weight:600;line-height:1.02;letter-spacing:-.035em"><span style="font-size:clamp(38px,8.6cqw,70px)">Discovery<br>sprint</span></h1>
<p style="font-family:var(--proposal-font-accent);font-size:18px;line-height:1.5">Proposal for {{CLIENT_COMPANY}}<br>by {{SELLER_COMPANY}}</p>

Discovery Sprint Proposal

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Introduction</span></h2>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">Hello {{CLIENT_NAME}},</p>
<p>Thank you for sharing your plans for {{CLIENT_COMPANY}}. Your brief covers a lot of ground, and your team does not yet agree on what should come first or what it should cost.</p>
<p>This proposal sets out a short, paid discovery sprint. At the end you have a written brief for the next phase that your decision owners have approved, so you can budget, compare quotes and start with confidence.</p>

<p style="font-family:var(--proposal-font-accent);font-size:clamp(20px,2.1cqw,23px);line-height:1.4">{{SELLER_NAME}}</p><p>Engagement lead, {{SELLER_COMPANY}}<br>{{SELLER_EMAIL}}</p>

Introduction

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Our recommendation</span></h2>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">You get interviews with the people who matter, a review of what you have today, two workshops with your decision owners, and a written brief you can budget against.</p>

<p><strong>What the Standard sprint includes</strong></p>

8 Stakeholder interviews

2 Workshops

1 Next-phase brief

Our recommendation

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Your situation</span></h2>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">Here is your situation as you described it, and why a short sprint comes before any build. If anything has changed, tell us.</p>

<p>Your brief names several goals, from a new website to better tools for your sales team, without saying which matters most.</p>

The brief is broad

<p>Your leadership, sales and operations teams each have a different first priority, and none of them is wrong.</p>

Your stakeholders see it differently

<p>Without an agreed scope, any quote you receive is a guess, and you have no fair way to compare one against another.</p>

You cannot set a budget yet

Requests in your brief, by the team that raised them

Your situation

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">What the sprint covers</span></h2>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">The sprint has four parts. Each one gives your decision owners something specific to review and agree.</p>

<h3>Hearing from your people and your customers</h3><p>Eight 45-minute interviews with your leadership, sales, operations and customer-facing staff, and five with your customers or users. You see what each group needs, where they agree and where they do not.</p><ul><li>Interview guides agreed with you first</li><li>Written summary of each group’s needs</li><li>Points of agreement and disagreement listed</li></ul>

Interviews

<h3>What you have today</h3><p>A review of your current website or product, analytics, tools, brand material and any past research. It shows what already works, what is holding you back and what can be reused.</p><ul><li>Analytics baseline for the measures you care about</li><li>Short review of three competitors you name</li><li>List of assets worth keeping</li></ul>

Current-state review

<h3>Choosing what comes first</h3><p>In a half-day workshop your decision owners rank the goals and candidate pieces of work by value, effort and risk. Every item is placed in the next phase, a later phase or out of scope.</p><ul><li>Ranked list of goals and work items</li><li>Assumptions written down and assigned</li><li>Agreed measures of success</li></ul>

Prioritisation

<h3>A brief your team can approve</h3><p>The draft brief is reviewed in a second workshop. Your decision owners approve the findings, the open questions and the recommended next step, and the brief is finalised within three working days.</p><ul><li>Scope for the next phase, in and out</li><li>Two estimate options with assumptions</li><li>Timeline, risks and open questions</li></ul>

Decision and brief

What the sprint covers

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">What is included</span></h2>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">Everything the Standard sprint fee covers, and what it does not.</p>

Eight stakeholder interviews

Five customer or user interviews

Current-state and analytics review

Priorities workshop and decision workshop

Findings report with open questions

Next-phase brief with scope, estimate and timeline

Design, build or launch of production work

Content writing or campaign delivery

Guaranteed revenue or return on investment

What is included

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Timeline</span></h2>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">The sprint starts on {{KICKOFF_DATE}}. Each week ends with a short review call, so nothing in the brief comes as a surprise.</p>

<p>Kickoff call, access to your analytics and material, and the stakeholder interviews.</p>

Listen

<p>Customer interviews, the current-state review and the priorities workshop with your decision owners.</p>

Review and prioritise

<p>Draft brief, the decision workshop and the final brief. Your decision owners approve the findings, open questions and next step.</p>

Decide

Timeline

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Pricing</span></h2>

<p>Three lengths of the same sprint, each at a fixed price. We recommend the Standard sprint. Choose a sprint and any extras on this page.</p>

<p>Prices are in USD and exclude tax. 50% is due on approval and 50% at the decision workshop.</p>

Two weeks, for a brief with one main goal.

Focused sprint

Three weeks, for a broad brief with several stakeholders.

Standard sprint

Four weeks, adding a prototype tested with your users.

Extended sprint

<p>If you go ahead with the next phase with us within 60 days of the decision workshop, the full sprint fee is credited against it. This proposal is valid until {{VALID_UNTIL}}.</p>

Pricing

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Client results</span></h2>

<p>A broad brief, the decision reached in the sprint and the evidence recorded for the next phase.</p>

Client results

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">{{SELLER_NAME}} is your main contact. The same three people run every interview and workshop, and write the brief.</p>

<p>Runs the workshops, keeps the decision owners aligned and writes the final brief and estimate.</p>

Engagement lead

<p>Plans and runs the interviews, reviews your analytics and writes the findings report.</p>

Research lead

<p>Reviews your current site or product, maps the key journeys and builds the prototype in the Extended sprint.</p>

Product designer

Your team

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Questions</span></h2>

Questions

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Next steps</span></h2>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">How we get started.</p>

<p>Accept the sprint that suits you on this page, or reply to this email. We send the first invoice for 50%.</p>

Choose a sprint

<p>Within five working days we agree the interview list, your decision owner and the two workshop dates.</p>

Kickoff call

<p>Interviews start in the first week, and you receive the stakeholder summary at the end of it.</p>

Agency Discovery Sprint Proposal - Preview