Free Guide from IMC

The 6 Components of a Strong CRM Project Brief

And 18 discovery questions you need to build or validate a brief. A practical guide for CRM project leads, operations heads and business owners.

Free download 6 components 18 discovery questions Instant access
  • Understand the 6 things every CRM brief must include
  • Use 18 proven discovery questions on your next call with stakeholders
  • Build a brief that gets approved and delivered successfully
  • Works for implementations, migrations, integrations and custom builds
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What is inside
6 Components. 18 Questions. One Practical Framework.

Most CRM projects stall or overspend not because of the technology, but because the brief was never structured properly. This guide gives you everything you need to change that.

01
The Business Problem
What is broken in the business, not the tools.
02
The Current State
Every tool in use and how data moves between them.
03
The Desired Outcome
What will be true in 12 months that is not true today.
04
The Constraints
Timeline, budget range and internal resource available.
05
The Stakeholders
Who decides, who uses it and who has to sign off.
06
The Definition of Done
What sign-off looks like and how you measure success.
18 Discovery Questions: Sample Preview

Each component comes with 3 questions designed for discovery calls, internal alignment sessions or self-assessment before briefing an expert. Download the guide to access all 18.

Q1What business outcome is currently impossible or unreliable because of how your systems are set up today?
Q2If this project does not happen in the next 12 months, what is the real cost to the business?
Q3Walk me through every system your teams use to manage customer data from first contact to renewal.
Q4If this project is a complete success, what does a typical Monday morning look like for your teams?
Download the free guide to access all 18 questions →

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