Documenting dealer service boundaries
A clear service boundary helps sales teams avoid promising work that has not been accepted.
A practical approach
List the services, locations and project conditions that need additional review. Give reps a way to ask about an unusual request before presenting it as available. Update the shared reference when the operating agreement changes. Do not use an old proposal or a project completed elsewhere as proof that the same scope is available now.
Put it into practice
- List review-required conditions
- Provide a pre-sale question route
- Keep the reference current
General workflow guidance. Confirm current responsibilities, availability and terms with the appropriate team. This article is not a project-specific technical assessment or a promise of compensation.