Define the offer and actual territory
Explain in German whether you supply kits, install complete pergolas or offer both. Describe the regions you actually serve and ask for the project postcode before scheduling a survey. Use consistent product terminology, such as Lamellendach for the relevant louvered roof option, alongside the manufacturer's range name. For a territory outside your installation coverage, explain any supply-only or dealer route you actually offer.
Retain the selected product
Keep the chosen catalog system and its option details with the submitted inquiry. Record the buyer's project location, chosen system and approximate footprint before assigning the next action. A request from Austria is not automatically within every seller's operational coverage or ready for a detailed technical proposal.
Judge campaigns by useful projects
Keep campaign source with the inquiry and review qualification and proposal outcomes using matching definitions. Assign missing site or product questions to an owner. Adjust campaigns based on observed project fit, rather than creating repeated city pages that promise services your company does not actually provide.
Implementation checklist
- Accurate German offer
- Actual territory
- Product selection retained
- Campaign-to-proposal outcomes