Hand over tiny house enquiries with the current living plan
Pass on tiny house conversations with current use, the house discussed and outstanding tasks so specialist advice starts from the right project status.
Between the first tiny house conversation and a specific quote consultation, the living plan can change. A house initially wanted for weekends may be intended for more frequent use; a proposed location may no longer be available. If the contact person in your business changes now, the next colleague needs the current position. Otherwise, they may present a house for an idea the prospect has since developed further.
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Confirm today’s wishes before handing over
Briefly ask what has stayed the same since the last discussion and what has changed. Cover intended use, planned location and fit-out preference. These topics also form part of the enquiry information described by webRichtung. Your team records subsequent changes from its own conversations.
Describe the living plan in everyday language. “Wants to spend several days there regularly and discuss a work area” helps the next adviser more than “Very interested”. Label it as a customer wish. This does not yet assess whether a particular house specification and site are suitable.
Pass on the house idea together with the next task
A useful handover answers four questions:
- What does the prospect want to do with the house according to the latest conversation?
- Which model or room concept was shown, and which detail mattered?
- Which service from your business was actually explained or offered?
- Which open question should the next person answer, and which documents are available?
Distinguish documents already held from information promised later. If the location changes, enter the new position and mark the earlier assumption as superseded. Your team can then understand previous conversations without unknowingly continuing to plan on their basis.
Make changed use visible
Suppose a prospect initially viewed a house for occasional weekends. In the next conversation, they want to discuss longer stays and a permanent place to work. The handover still identifies the house shown but adds the changed intended use and the question about the room concept. It does not simply say “Prepare quote for viewed model”.
The responsible colleague can now explain which of your specifications should be considered further and what information is missing. If the planned location also needs clarification again, give that task its own entry. Enthusiasm for a model is then kept distinct from a fully resolved overall plan.
Make the continuation clear to the prospect
Explain who will lead the next conversation and what it will cover. Ask the receiving colleague to confirm the task internally. At the next contact, a brief confirmation of the current wishes is enough before addressing the open question. The prospect need not tell their entire story again.
For new tiny house conversations in Germany, choose your area, delivery type and monthly cap at webRichtung. Standard delivery reaches up to three providers, exclusive delivery one through webRichtung; prospects remain free in their purchasing decision. Register your business and view the current price in webRichtung Customer before ordering.
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Frequently asked questions
What belongs in a handover after a long pause?
Confirm with the prospect whether intended use, location and fit-out preference still apply. Date any changes. Earlier ideas should remain understandable but must not appear as current instructions.
Is the name of the house viewed enough?
Add which detail mattered to the prospect and which question remained open. Viewing a model does not mean that this exact house or its complete fit-out has been selected.
How should I handle missing site information?
Record which information is needed for the next service you offer and who will obtain or assess it. A named location alone does not establish that placement has been resolved.