From the situation to a useful next step.
Here is a possible starting point. In a conversation, we can clarify the circumstances and agree my involvement.
Your selected situation
The first meaningful customer meeting is coming up · We only have a general pitch planned
Where we could start
I would help separate product talking points from what must be learned, and select a few questions worth asking before offering a solution.
What you would have
A concise meeting objective and question guide, not a rigid sales script.
Who needs to be involved
The customer-facing lead and, where relevant, the person who understands delivery or product constraints.
Roles and decisions
The customer owns their business problem. I help the team prepare to listen and ask useful questions.
Prepare an enquiry
This is an editable starting outline, not a submitted enquiry. Add your own circumstances.