Start with a task description, not a purchase commitment. Support may end at analysis or cover coordination. Every stage needs an agreed output and cost.
01–02. Discovery and scope
Define task, site, decision stage and constraints. Then agree brokerage scope: analysis, shortlist, quotation comparison or discussions. Identify what requires measurements or a technical visit.
03–04. Comparison and confirmations
Compare solutions against requirements and turn gaps into supplier questions. Agree project-data sharing scope. The client retains decisions on discussions and purchasing.
05–06. Trial and next steps
Where needed, agree trial, contractor and assessment criteria. Results lead to deployment, revised assumptions or stopping. Before scaling, complete parts, service, training and responsibility plans.
Information to start
- Task brief and project owner
- Requested support scope
- Decision stage, timing and budget constraints
Deliverable to agree
An agreed next step and decision documents.