Establish the required product
Ask which roof and enclosure system the buyer is considering and the approximate footprint. Use a clear product presentation and distinguish custom requests outside the supported range. Retain the selection and unresolved questions so the next conversation begins with a useful specification rather than repeating basic discovery.
Check operational fit
Ask whether the buyer needs supply, installation or both, where the project is located and when they hope to proceed. Establish who will review the proposal and whether approximate dimensions are available. Use the answers to choose the next step: product advice, a budget discussion, a survey or estimating. Record the reason when a request needs specialist review instead of forcing it into a standard quote path.
Keep an explicit next step
Record whether the project needs a product comparison, missing information, site review or quotation. Assign an owner and action date. Review what proportion of submitted inquiries reaches an actual proposal; do not count unfinished drafts or vague interest as proof of commercial readiness.
Implementation checklist
- Product fit
- Actual service coverage
- Decision role and timing
- Owned next action