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The Scoping Brief

Ten answers that turn a price range into a real number.

Software quotes come back vague because the brief was vague. Answer these ten in your own words — a sentence each is enough — and any competent developer can price your project properly instead of guessing high to cover themselves. It works with this developer or with anyone else you are talking to. That is the point: a brief you can send to three people and get three comparable numbers back.

Twenty minutes, once. Most of it you already know — it has just never been written down in one place.

Send me the brief. That is the whole deal.

One email address, one email back, containing the complete template. No call, no qualification questions, no sequence afterwards. If you never reply, you never hear from us again.

  • All ten sections, with a good and a weak answer for each
  • Works with any developer — it is not a JLM sales form
  • Unsubscribe link in the message, honoured immediately
The brief

The Scoping Brief

01

The one-sentence version

Write what you want built in one sentence. Name who uses it and what it replaces.

Why it changes the price
If it takes a paragraph, the scope is not decided yet — and undecided scope is the main reason quotes come back wide, or wrong.
A good answer
A booking system my two office staff use, replacing the shared Google Calendar and the paper contract folder.
Written instead
A platform to modernise our operations.
02

The one job it must do on day one

Name the single job version one has to do. If it did only this and nothing else, would you still use it?

Why it changes the price
Every extra job brings its own screens, data model, tests, and admin surface. Naming the first one is what makes a phased build possible instead of a six-month wait for everything at once.
A good answer
Take an enquiry, produce a quote, and email it as a PDF. Nothing else in version one.
Written instead
Bookings, invoicing, inventory, and reporting.
03

Everyone who touches it

List every kind of person who will open it and what each is allowed to see or change. Include the ones who only look.

Why it changes the price
One admin is simple. Customer accounts add a second surface to design and secure. Separate businesses that must never see each other's data change the architecture — that is the line between a dashboard and a platform.
A good answer
Me (everything), two coordinators (create and edit bookings, cannot see pricing), customers (their own booking only).
Written instead
Users and admins.
04

Where the data lives now

Name every place the data currently sits — spreadsheets, a paper file, an old system, somebody's inbox — and roughly how many rows are in each.

Why it changes the price
Migrating clean data is an afternoon. Migrating inconsistent columns, duplicates, and rows that only made sense to the person who typed them is a project of its own. This is the line item people are most surprised by.
A good answer
One Google Sheet, ~4,000 rows across three tabs; customer names are spelled differently between tabs. Two years of signed PDFs in Drive.
Written instead
We have some spreadsheets.
05

What it has to connect to

List each outside system it must talk to. For each one, say whether it has to be automatic or whether someone can copy and paste.

Why it changes the price
Every integration is its own small build with its own failure modes to handle. Downgrading two of them to manual is often the cheapest change available to you.
A good answer
Stripe for deposits (automatic). QuickBooks (a manual monthly export is fine). Google Calendar (read-only).
Written instead
It should integrate with our existing tools.
06

What done looks like

Write the sentence you will say when you know it worked. Something that starts happening, or stops happening.

Why it changes the price
Acceptance written down in advance is what stops a build ending in an argument. It also tells the developer what to test, which is not the same as what to build.
A good answer
A customer books online and I never retype their details anywhere again.
Written instead
It works well and looks professional.
07

What you are deliberately not building

List the things you have thought about and are leaving out of version one on purpose.

Why it changes the price
The out-of-scope list is worth more than the in-scope list. It is the difference between 'we agreed not to build that' and 'you didn't build that'.
A good answer
No mobile app. No customer self-service cancellations. No accounting integration until next year.
Written instead
Left blank. This is the section people skip and the one that saves the most money.
08

The date, and what is driving it

Give a date and say what happens on that date. If nothing happens on it, write that the timeline is flexible — and mean it.

Why it changes the price
A flexible date costs less than a fixed one. A fixed date with no reason behind it costs the same as a real deadline and buys you nothing.
A good answer
Live by 1 March, when the season's bookings open — last year we lost two weekends to double-bookings.
Written instead
As soon as possible.
09

The budget band

Write the range you can actually spend, not the number you are hoping to hear.

Why it changes the price
A band lets a developer propose the right size of build. Withholding it produces a proposal aimed at the wrong project and wastes a week for both of you.
A good answer
$5,000–$10,000 for version one, with more available next year if it earns it.
Written instead
What would something like this normally cost?
10

Who decides

Name the person who signs off scope and the person who signs the invoice. If they are different people, say who wins.

Why it changes the price
Most stalled projects are not stuck on engineering. They are stuck waiting for a decision nobody in the room is authorised to make.
A good answer
I approve scope and I pay. My operations manager reviews the booking flow but does not have a veto.
Written instead
We will discuss it as a team.

Send the finished brief to whoever you are considering, this developer included. If a quote comes back that ignores sections 4, 5, and 7, that tells you something useful about the quote.

Grovi holding a checklist

Filled it in? Now put a number on it.

The Smart Quote turns those ten answers into a package, a complexity level, and a real price range — using the same published price list as the rest of the site.