Thanks for explaining further Remi. And once again you are correct, this definately is the way things should proceed in a real-world situation.
For the benefit of members participating in your challenge, "Our imaginary customer" - could this be you?
Can members therefore ask you more about services/plans/solutions/goals and so on? Or alternatively, fabricate their own customer relation scenario based on their submitted results? This would then allow much more design freedom than OP implied.
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