Example - fictional project created for demonstration purposes

A Project Brief is the sales view of the same project.

This page uses fictional data only. It shows how confirmed answers, derived values, missing information and next action arrive in one structured document.

Deck project brief

Project Brief

Mission: Deck Project Intake Demo · 7/23/2026

Completion: 85%Qualification confidence: High2 items to verify

Deck replacement for a single-family home around 252 sq ft with interest in composite

Confirmed information

Project details

Project type: Deck replacementCustomer provided
Property type: Single-family homeCustomer provided
Existing situation: Existing wood deckCustomer provided
Desired material: CompositeCustomer provided
Features: Stairs, Railing, Lighting, Privacy screenCustomer provided

Attachments

Photos: backyard-current-deck.jpg, stairs-access.pngCustomer provided

Prospect

Location: 78704 Austin, TXCustomer provided
Name: Fictional homeownerCustomer provided
Email: demo@example.comCustomer provided
Phone: (555) 010-0198Customer provided
Preferred contact: PhoneCustomer provided

Assumptions & calculated information

Project details

Approximate area: 252 sq ftCalculated

Constraints

Site

Height/access: Elevated, Stairs required, Access limitationsCustomer provided
Access: Visitor reported access limitations.Business rule

Missing information

Permits: Permit requirements were not assessed in this demo.Needs verification
Structural condition: Existing structure condition requires human review.Needs verification

Budget and timing

Budget range: $25k-$50kCustomer provided
Timeline: Within 3 monthsCustomer provided

Suggested next action

Confirm dimensions and site constraints, then schedule a site visit before preparing a detailed estimate.

Source: Needs verification

This brief came out of eleven guided questions — walk the deck intake yourself to see how.

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