Structure
Company Overview
Company size, industry, role of participants, and relevant background information.
Current Situation
How they currently handle the problem, what tools they use, and their processes.
Challenges & Pain Points
Specific pain points, problems, and frustrations they're experiencing.
Goals & Success Criteria
What they hope to achieve, their desired outcomes, and how they measure success.
Budget & Timeline
Budget range, decision-making process, timeline for purchase, and key stakeholders.
Next Steps
Agreed upon follow-up actions, who's responsible, and target dates.