Respond to guarantees and fee questions without selling fantasy metrics
Sarah can explain your engagement model, minimums, reporting cadence, and how you set forecasts. She should never promise a ranking, lead count, or return that the team has not validated. Instead, she can show the next evidence-based step: an audit, account review, or scoped discovery session.
Send a handoff, not a transcript
Good-fit prospects can be assigned by service line, vertical, geography, or account size with their current stack and goals summarized. Small requests can receive a relevant resource or lighter offer. White-label inquiries can go directly to partner leadership, while urgent account-recovery work can be flagged for a faster technical review.