The quote-path playbook

A useful enquiry begins well before the contact form. Work through these steps in order, then fix the largest gap first.

1. Name the buyer: write down the kind of customer you can serve well.
2. Clarify the job: describe the problem in the customer’s words.
3. Make the offer concrete: explain what happens, what is included and what affects price or timing.
4. Show believable proof: use examples only when you have permission and evidence.
5. Answer the objections: address fit, process, timing and what happens next.
6. Ask for useful information: keep the form short and explain why each field matters.
7. Close the loop: acknowledge the request, assign an owner and track the next action.

Use the self-check to find your starting point.