Using a decision recap after the proposal meeting
A recap gives the homeowner and project team a shared reference for what was actually discussed.
A practical approach
Summarize the preferred option, unresolved questions and agreed next actions. Distinguish interest from acceptance and a requested change from an approved revision. Keep the recap short enough to verify. Ask the customer to correct misunderstandings before the next team relies on the notes.
Put it into practice
- Separate interest from acceptance
- List unresolved questions
- Invite factual corrections
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.