Confirm the business fit
Review the actual service, market and platform requirements. Identify what the customer sees and how an enquiry reaches the business. Do not assume a format is available simply because a competitor in another area uses it.
Business profile and service details
Check categories, services, hours and the information customers use to choose a business.
Compare the complete workflow
Include setup, account management, lead review, follow-up and the website where relevant. Understand which parts the business must handle itself. The acquisition route is only useful if suitable enquiries reach a team ready to respond.
Evaluate consistent outcomes
Use a shared definition of qualified enquiry and customer outcome. Review the actual costs and limitations of the account’s reporting. Platform-specific pricing and rules should be checked against current official information during discovery.
Put the guidance to work
Capture your starting point, assign an owner to the next action, and decide what evidence will confirm that it worked.
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