What matters
The sales conversation should clarify property, service and frequency. These details influence the proposal and follow-up, so a commercial account request should not receive the same undefined offer as a single residential visit.
Put it into practice
- Confirm property and service
- Clarify requested frequency
- Present the relevant next step
An example in practice
A manager asks for recurring office cleaning. The business records the scope and decision process before preparing the proposal.
What to track
Track one-time and recurring opportunities separately.