Lead with the goal, not the feature list

Start with the business goal: better activation, faster sales cycles, or improved retention.

A goal gives room for the best solution.

Define a tight time window

Two to six weeks is enough for real change, short enough to keep focus.

Agree on success signals

Set a few measurable targets: fewer steps in onboarding, faster page load, or fewer support tickets.

Plan the handoff

Decide how code, docs, and design assets will be delivered so the team can build on the work.