Provisional Fit Note · template
Your provisional Fit Note
This is the blank note we complete with you during the call and review before sending. Seeing it empty shows what the conversation produces and what it does not. Unfilled fields are not findings about your firm.
What it records
Your ambition in your words; one service and engagement; how the work runs; what already works; where to investigate first, or none established; possible AI support against the decisions you retain; one proportionate check; the recommended next step and why.
- You told us · we observed or checked · working hypothesis — kept in separate rows
- Assumptions stated and corrections invited
What it is not
Not a diagnosis, a full design, validated savings or a paid commitment. A paid Blueprint separately maps one revenue path and fully designs three connected opportunities; installation is scoped separately.
Provisional Fit Note
Where to investigate first in one paid service
[Firm] · [Call date] · [Actual conversation owner] · [Buyer owner]
Prepared blank template · intended for a short buyer-owned recap. Based on the maintained v2 Fit Note. Unfilled fields are not buyer facts.
Your ambition: [Buyer’s own words; no assumed capacity, revenue or savings result.]
Service and recent engagement: [Paid service, client decision/output and one engagement described without protected client details.]
How the work runs: [Buyer-described path from scope → inputs → preparation → review → accepted output → billing, only where discussed. Mark missing steps unknown.]
What already works: [Buyer report and anything actually observed; preserve effective people, methods and tools.]
Where to investigate first: [One candidate preparation, checking or coordination opportunity, or “No constraint/opportunity established.”]
| Basis | Record |
|---|---|
| You told us | [Actual buyer account; unverified unless checked.] |
| We observed or checked | [Source/observation, or “None independently checked.”] |
| Working hypothesis | [What may merit investigation, not an established diagnosis.] |
Possible AI support / decisions you retain: [Bounded candidate preparation job, existing tools it would need to fit, accountable reviewer and approval. If fit is unclear, record that.]
What still needs checking: [One proportionate evidence check, required baseline, each-side owner and only an actually agreed date. No confidential upload required for this initial recap.]
Recommended next step and why: [Keep current method / simpler process or software / evidence check / scope a Blueprint / buyer-dated deferment / stop. Explain the evidence and uncertainty.]
Assumptions and corrections: [State assumptions; invite correction. No professional approval, validated savings, complete system design or paid commitment is established by this note.]
You keep this recap whether or not you proceed. A paid Firm Capacity Blueprint separately maps one important revenue path and fully designs three connected opportunities; installation is scoped and quoted separately.
The next useful step
Choose the step that answers your actual question. You can continue by email, use a simpler method or stop.