Customer context
Company, industry, size, who's in the room, and the relationship so far.
Free template
Turn any discovery call into a quote-ready brief.
Fill this out right after the call — while it's fresh — and you have everything needed to move to a quote or SOW without redoing discovery. It's the exact structure Motion builds automatically inside MotionForAgents.
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What's inside
The nine sections of a quote-ready brief.
Business problem
What they're trying to solve or change — and what happens if they don't.
Technical requirements
Current stack, must-haves, constraints, integrations, sites/seats, timeline drivers.
Missing information
The open questions you still need answered before you can quote with confidence.
Supplier-fit notes
Which suppliers or solutions fit, why, and any disqualifiers or gotchas.
Decision criteria
How they'll decide, who signs, budget signals, competing options, timing.
Likely scope
The shape of the deal: what's in, what's explicitly out, rough size.
Next steps
The single clean next ask, plus the follow-up you owe them and by when.
Owner / due date
Who owns the next move on your side, and the date it's due.
Want Motion to build this for every deal — automatically?
The brief is the manual version. Inside MotionForAgents, every discovery call becomes one of these — plus an SOW outline and the follow-up — without you filling in a thing.