Meet them where they are
Understand the contractor before recommending the solution.
A guided conversation for learning what the contractor is trying to accomplish, what work they will actually perform, where they need help, and what must be confirmed next.
Questions that adaptOnly ask follow-ups that can change the path, scope, requirements, or timing.
Clear unknownsKeep stated, uncertain, and missing information visible instead of guessing.
Useful handoffFinish with a structured summary that can be copied into SalesCore.