Careers · For candidates and associates
Prepare an opportunity brief in 7 steps
Think of one organisation you could talk to — a shop, a family firm, your employer or a large company. Answer what you know for each of the seven steps; leave the rest blank. In about 30 seconds you get a professional brief: what you know, what to find out and your next action at each step, a readiness score, the best first offer, and when to hand over to Dr Seify.
In short
The VisionXY7 opportunity brief walks you through one potential client using the 7-step method: the problem or opportunity, how it works today, the better future, the options, a step-by-step plan, why it is worth it, and who gives the go-ahead. VisionXY7's AI assistant turns your answers into a short brief — what you know, what to find out and your next action at each step — with a readiness score, the right first offer, an introduction email and the point at which Dr Mahdi Seify takes over.
The 7-step method
Who does what, from first conversation to go-ahead
- 1
Spot the problem or opportunity
Notice where a business loses time, money or customers — or could win more — and check it is real.
You - 2
Understand how it works today
Learn how the work is done now: the people, steps, tools and data, and where it breaks.
You - 3
Picture the better future
Agree what “better” looks like, with a number the client cares about.
You - 4
Compare options and recommend one
Weigh a few ways to get there — a simple fix, automation or AI — and pick the best fit.
Together - 5
Plan it in small steps
Turn the choice into a roadmap: a small first step that proves value, then the next stages.
Together - 6
Show it is worth it
Build a simple business case: what it costs, what it saves or earns, and the risks.
Together - 7
Get the go-ahead
Agree scope, owner, budget and success measures, so the decision-maker can say yes.
Dr Seify leads
Aligned with the seven Needs Assessment processes (4.1–4.7) of PMI’s The PMI Guide to Business Analysis. PMI and PMI-PBA are marks of the Project Management Institute, Inc.; VisionXY7 is not affiliated with or endorsed by PMI.
Questions
About the client brief tool
What happens to the information I enter?
The brief is prepared by VisionXY7's AI assistant, shown on screen and emailed to hello@visionxy7.com with you in copy. VisionXY7 keeps a copy for up to 12 months to manage the opportunity. Do not enter personal data about individuals or anything shared with you in confidence; describe the organisation and the contact's role instead.
I don't know the answers to every step yet. Should I still fill it in?
Yes. Only the problem and a few basics are required. Leave the rest blank and the brief tells you exactly what to find out at each step. You can prepare a new brief later when you know more — most good opportunities take two or three conversations to fill in.
Which organisations count?
Any size, anywhere: a sole trader, a local shop, a family firm, a charity, a university department or a large company. What matters is a real problem or opportunity and someone who will talk to you about it.
Does sending a brief commit me or the client to anything?
No. A brief is preparation, not a commitment. Nothing is sent to the potential client. You decide whether and how to approach them, and Dr Seify takes over only when the client is interested in a conversation.
Who leads the conversation once the client is interested?
Dr Mahdi Seify, VisionXY7's Founder and Chief AI Officer. Once your contact is positive about a conversation, you introduce Dr Seify for a 20-minute call. He then leads scoping, the proposal and pricing, and keeps you informed.
Can I trust the brief completely?
Treat it as a well-informed first draft. It is generated by AI from VisionXY7's published services and prices, and it can be wrong about a specific organisation. Check it against what you know, and never promise a client anything the brief or VisionXY7 has not confirmed.
New to the programme?
Check your fit in about twelve minutes, then apply with your reference and receive the training pack for all seven steps.