The client said yes. Now agree what that means.
The client liked the demo. Their next email already mentions integration, data migration and a separate approval process. Sales sees details; the team sees additional work. Everyone wants to start quickly, but there is no shared estimate yet.
Go straight to the possible work ↓A useful distinction
Is the proposal still being discussed, or has work begun?
Not sure yet: general approachConsidering this option: The proposal is still being discussed
Where we could start
I would compare what the client was promised with the work the team expects to do. I would prepare the first-stage scope, required decisions and exclusions for agreement.
What you would have
A scope description with assumptions, exclusions and questions about the proposal.
Who needs to be involved
The account owner, client and delivery lead.
Roles and decisions
The team estimates time and cost; authorised parties approve commitments.
This is a starting point for a conversation. We would check the approach against your task.
Prepare an enquiry
This is an editable starting outline, not a submitted enquiry. Add your own circumstances.