Business brief template

Use one maintained brief for both people and AI. Replace the example prompts with your own facts.

Conceptual illustration. It does not show the Pineapple interface or a measured result.

Owner:
Last reviewed:
Review again on:


Customer: What kind of existing business or person do we serve?
Buying situation: What happened that makes this useful now?
Job: What should the customer be able to do?
Promise: What can we reliably deliver today?
Not a fit: Who needs something different?


Current goal: One outcome, its measure, and its deadline.
Current bottleneck: The step stopping progress; name the evidence.
Current plan: Link to the authoritative plan. Do not copy an old plan here.


Source owners:


- Money:
- Customer behaviour:
- Customer conversations:
- Product capabilities:


Limits: Time, cost, scope, and actions requiring approval.
Open questions: What have we not verified?

Check the brief against one real customer request. If it does not help you choose what to do, make the customer and job more specific.

Example from Pineapple

Customer: an established service-business owner. Job: understand whether a subscription includes buying a domain. Source owner: the maintained domain guide and support facts. Task goal: prepare one clearer FAQ answer. The broader business goal stays in the current plan.

See the filled source pack, then replace its facts with yours.

Updated 19 October 2026.