What should a prospect understand?
Identify the service, intended client and question the current website does not answer. Use approved examples without exposing confidential work.
Project preparation
Bring the information your team keeps assembling again.
Use these questions to prepare a focused website or software discussion.
What context does the inquiry need?
List the details staff need for the first conversation and who reviews them. Keep early requests proportionate to that next step.
Which proposal material is reusable?
Name the source and approver for descriptions, methods and examples. A tool may prepare a draft; your team approves the final proposal.
What belongs in a client view?
Define current documents, updates and authorized audiences. Identify who maintains a changed record and handles an unresolved question.
How will the change be checked?
Use fictional clients to try complete and incomplete inquiries, changed documents and visibility rules. Verify the final staff record and review step.