Solartek · Commercial input

Enquiry qualification priorities

Help us decide which enquiries should receive priority attention. You are not being asked to design an algorithm. Choose priorities based on commercial attractiveness, and explain any important exceptions. This usually takes 10–15 minutes.

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1. Customer profiles

How attractive are these types of enquiry?

2. Glazing requirements

How attractive are these types of work?

3. Project size and timing

How does project size affect priority? How does urgency affect priority? Minimum viable project size, if any Preferred or excluded geographical areas

4. What makes a lead valuable?

Select the single most important consideration. Use the notes for trade-offs.

Primary commercial objective Important trade-offs

5. Exclusions and mandatory handling

Which enquiries are not a commercial fit? Which enquiries require urgent or specialist review regardless of commercial score? Anything else we should consider?

6. Review details

Reviewed by Policy notes / assumptions