Free sample resource

Better enquiry calls

A checklist for listening, qualifying a brief and agreeing a helpful next step.

Make the first call useful

A checklist for listening, qualifying a brief and agreeing a helpful next step. These are original Blurry preview worksheets, rather than the reference site’s course, audit service or gated materials.

Start with the goal

Write down the audience and the action you want to make easier.

Look at what you have

Review your current pages, content and customer questions.

Choose the next step

Use the worksheet to turn an idea into a practical brief.

Talk through the scope

Discuss what needs doing, who will do it and how you’ll review it.

Put it to work.

Download, edit and use the sample in your own planning.