Carry the decisions into the enquiry.
Give the sales team the information needed for a useful next conversation.
Collect the configuration
Include the product, dimensions, finish, and selected extras. Preserve the context of the estimate and any choices that still need checking. Customers should not need to recreate their design in a separate message.
Ask for the missing context
Location, timing, access, and the intended use may help qualify the project. Ask only for information your team will use. Leave space for a customer to explain an unusual site or a question the controls could not answer.
Assign the next step
Decide who reviews the enquiry and how it reaches them. Confirm the production workflow, permissions, and integrations during scoping. A clear handover helps the customer know what to expect.
What should your team receive before contacting the customer?
Discuss this with a product specialist and a salesperson. Write down one decision your team can agree on before moving to the next lesson.