BLURRY — ENQUIRY CONVERSATION CHECKLIST Original preview worksheet. 1. Ask what brought the customer to you. 2. Listen for the goal, current situation and constraints. 3. Confirm the useful details and preferred contact method. 4. Explain what you need to assess the brief. 5. Agree the next step and who owns it. 6. Record the enquiry securely in your approved business workflow. This is a checklist, not a sales course or connected phone service.