Customer conversation checklist

Working guide

Six questions to take into the conversation

The early conversation is not a feature comparison. It is a way to understand the asset, the movement around it and the question the customer is trying to answer. A short checklist keeps that conversation focused without turning it into a promise.

1. Customer

   Who uses the asset, and who makes the decision?

2. Asset

   What exactly moves: a vehicle, tool case, machine, boat or cargo unit?

3. When information is needed

   When does the customer need information: departure, storage, handover or return?

4. Question

   What decision would that information help them make?

5. Environment

   Where is it used, and what installation or access constraints are known?

6. Next step

   Which detail is missing, who will supply it, and what conversation follows?

Move from the brief to device selection →