Sales qualification: project enquiry brief
Turn the planning decisions into a useful enquiry. Start with an agreed qualification rubric and redacted enquiries and plan a draft lead summary for review.
Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.
The project in view
- Start with
- an agreed qualification rubric and redacted enquiries.
- Proposed result
- a draft lead summary for review.
- A decision to resolve
- unsupported assumptions about budget or intent.
This is a planning example. It does not describe a completed client engagement.
Project enquiry brief for this project
- Describe why you need a draft lead summary for review and who will use it.
- List the available an agreed qualification rubric and redacted enquiries; mention anything still missing.
- Flag unsupported assumptions about budget or intent as an open scoping question. Include timing, budget range and the person available to review the work.
Questions to answer together
- What outcome matters, and what is the current obstacle?
- Which examples can be shared for initial scoping?
- What budget range, target date and review availability should be considered?
What to have at the end
A concise enquiry with a proposed outcome, source pack, open decisions and timing.
Record the decision on unsupported assumptions about budget or intent alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.