5 QUESTIONS TO SHAPE YOUR PROGRAM
A useful brief turns a broad growth goal into practical decisions. Bring these five points to your first program conversation.
1. Which service are you growing?
Choose the specific program you want to discuss. Describe the service you provide and the types of customers you can help. A focused brief makes the audience and messaging easier to define.
2. Where can you serve customers?
List your accepted states, cities, or ZIP codes. Note any markets you do not cover and any limits on service availability.
3. What makes an inquiry a good fit?
Identify the information your team needs to understand a prospective customer. Separate essential requirements from useful context. For home improvement programs, include accepted project types, minimum project size and service-area exclusions.
4. How much can your team handle?
Consider who responds to new inquiries and how much time they have. Set a starting scope that matches your follow-up capacity, then review it as you learn.
5. How will you review the program?
Agree on delivery, distribution terms, inquiry review criteria, and pricing. Decide how your team will record feedback and share what is happening after the first conversation.
Your first conversation checklist
- Business name and your role
- Chosen service and ideal customer
- Service area and initial volume needs
- Current intake process and delivery preferences
- Questions about scope, pricing, and program terms