Describe the information needed

If a visitor is invited to email a brief, explain which type of material helps the first response. A short overview may be enough; a complete confidential archive usually is not. Tap Tap Go’s profile and document resources can provide a preparation note before the person chooses the email route.

Keep the request proportionate

Avoid asking for sensitive documents through a general public enquiry channel when a more appropriate process is needed. Explain how further information will be requested if relevant. The aim is to help the person begin a useful conversation without creating unnecessary disclosure or a large file-handling task.

Imagine this

Hypothetical scenario

A hypothetical service profile asks for a short description of the current workflow and an anonymised example if appropriate. It does not ask every prospect to send internal customer records before a discovery call.

Make it practical.

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

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