Begin with understanding
The first conversation should establish the purpose and the useful information needed. Choose a general service category and explain the situation in your own words.
Keep the scope clear
Ask which assessment is needed and how the recommendation will be explained. A useful proposal states included services, exclusions, assumptions and the responsibilities involved.
Confirm the service fit
Ask about relevant experience, qualifications and current service coverage. Bring your requirements into the first conversation so the proposed scope fits the situation.
