Define the customer difficulty before choosing an AI tool.

Write the customer problem without naming an AI tool, then describe a better conversation.

My idea brief

1. 1
   Describe the current situation

   Record how customer planning happens now. Separate observed difficulties from assumptions about demand.

   You produce

   A short problem statement.

   Worth reviewing with

   Account staff or relevant business colleague.

   Ask yourself

   What is difficult for the customer, not only for the business?

2. 2
   Identify who could benefit

   Describe the intended users and prepare questions about their current process. Do not treat polite interest as evidence of need.

   You produce

   A user group and open discovery questions.

   Worth reviewing with

   Willing potential customers.

   Ask yourself

   What do users do now when this problem appears?

3. 3
   State the intended value

   Describe a better conversation or clearer next action. Keep revenue and savings as untested possibilities.

   You produce

   A benefit-focused idea statement.

   Worth reviewing with

   Customer-experience practitioner if available.

   Ask yourself

   What would make this useful beyond being faster to produce?

4. 4
   Compare approaches

   Compare a manual brief, better source records, and AI-assisted organization. Consider preparation and review effort.

   You produce

   Alternatives and resource questions.

   Worth reviewing with

   Relevant business reviewer.

   Ask yourself

   Could the simple approach serve the same need?

5. 5
   Choose the key assumption

   Identify the question most likely to change the idea. Choose one appropriate way to seek evidence.

   You produce

   An idea brief and next action.

   Worth reviewing with

   Review or approval roles to confirm.

   Ask yourself

   What evidence would lead you to change direction?