- Worth including
- The environment — version, online or on-premises, roughly how old. The symptom, in whatever words you would use to a colleague. Any deadline that is real.
- What happens
- A reply that either says this is a job for us and what the next step is, or says it is not and — where we can — what to look at instead.
- Not needed yet
- An RFP, a scope document, or a budget number. Those come after we both know what the work is.
Elsewhere
Source for everything we publish is at github.com/comentality, and the tools install from the XrmToolBox Tool Library.