Show enough to frame the need

Present the service categories, typical outputs and examples of relevant work. The aim is to help the visitor recognise their problem and prepare a useful question. Avoid publishing a fixed package where the work depends heavily on requirements that have not been discussed. Confirm which enquiry and link options are available in your current setup, and use an action label that accurately describes the next step.

Carry the context into the meeting

Ask the customer which offer or service prompted the conversation and preserve that information for the responsible person. The storefront’s benefit is reducing the time spent on basic orientation, not replacing professional judgement about scope. Keep any proposed price or timing conditional where it depends on discovery. A clear introduction can make the later consultation more productive because both sides begin with a shared understanding of the service being explored.

Imagine this

A hypothetical scene

A prospective client sees several project-support services on a consultant’s profile. They select the relevant discussion route and explain their situation. The consultation begins with the right category of work rather than a long effort to discover what the consultant actually offers.

Make it practical.

Use this checklist as you read. Checks are not stored.

References & further reading

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