Briefi
All use cases
Custom software · Scope clarity

Quote what you can actually build.

"Build me an app" calls go off the rails fast. Briefi forces stakeholders, success metrics, integrations, and the dreaded "is this a CRM or a spreadsheet?" question — before a quote leaves your office.

Software studio team reviewing scope
Casey — Software studio director
Casey LinDirector, Paxform
What Briefi does for custom software

Built around the way your day actually runs.

01

Stakeholder map question, asked first

Discovery briefs open with: who actually says yes? Who blocks? Who pays? Who has to live with the result? You walk out of the call knowing whether to write a proposal or send a "let's reconvene with the CFO" note.

02

Success metrics or no quote

Briefi nudges the conversation toward a measurable outcome — "what would make this build a success in 12 months?" — and captures the answer verbatim. The follow-up email cites it back. If they can't answer, that's the red flag and the brief flags it.

03

Integrations checklist before scoping

Every brief includes the integrations question: which systems must this talk to? Which are read-only vs write-back? Auth model? Briefi tags answers so the engineering scope estimate has a fighting chance.

Discovery guide preview

Build enquiry discovery

Five sections. Each section asks one question Briefi will adapt to your specific counterparty. The brief, follow-up, and CRM push all read from these notes.

  1. 01Context

    "What's the trigger that has you shopping for a build right now?"

  2. 02Current setup

    "Walk me through what you do today — spreadsheet? Off-the-shelf SaaS? Nothing?"

  3. 03Qualification

    "Who else needs to bless this — and what makes them a yes vs a no?"

  4. 04Pain

    "If we did nothing for 12 months, what specifically gets worse?"

  5. 05Close

    "What's the budget envelope you're comparing me against, ballpark?"

Casey — Software studio director
Casey LinDirector, Paxform
In the field
"Briefi has saved me from quoting on three deals this quarter that would have eaten the team. The brief surfaced the stakeholder map question early in the call, and the answer told me everything — they didn't have a decision-maker on the line."
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