SALES VISUALIZER / FIELD NOTES
Build a pergola brief your sales team can use.

REVIEW LIST
1. Record intended use, footprint, mounting, finish, roof, and side options.
2. Mark approximate dimensions clearly.
3. Leave room for site context and unanswered questions.
4. Explain the next review and who receives the enquiry.

WORKED EXAMPLE
Worked example: a first pergola discussion
A hypothetical buyer wants shade beside a dining area. They choose a 4.0 × 3.0 m freestanding concept and a screen on one side. Their preferred dimensions still need checking.
- Purpose: shade for dining.
- Selections: footprint, dark frame, louvered roof, one side screen.
- Review: position, drainage, access, and confirmed measurements.

Read the guide: https://salesvisualizer.com/blog/pergola-project-brief/
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