Start with the customer and the commercial decision
A national service website and a locally fulfilled offer can look similar while creating very different expectations. I review where the customer is told what the business does, who it serves and which locations it can support. The first conversion problem may be an unclear promise rather than the color or position of a button.
We then follow a request through the actual page, form and internal receipt. A visitor should understand the next step, and the sales owner should receive enough context to respond. The brief separates changes that improve clarity from changes needed to validate, route or acknowledge an inquiry. Each proposed improvement has a customer task and an owner.