The Brief
I ask you the questions that determine everything else: city and neighbourhoods, what the property is for, the budget you really have available, how you will finance it, your time horizon. At this stage I tell you whether your project holds up, and what is wrong if it doesn’t.
You answer frankly, including about financing. A stated budget that doesn’t match the real one costs everyone weeks.
A written search brief: criteria, neighbourhoods, price range, and the compromises you are prepared to make. It is the document that every property is judged against afterwards.