Step 1Start with the vehicle need
Record the year, make, model, trim, ride complaint, and any OE or aftermarket reference. If the buyer only has a symptom, note whether the concern is ride comfort, noise, handling, leakage, steering feel, or a repair package target.
Step 2Place the request in a product family
Decide whether the conversation belongs with shock absorbers, strut assemblies, mounts, boots, control arms, tie rod ends, or a related service kit. Product-family clarity helps teams avoid mixing ride-control and steering requirements too early.
Step 3Check companion context
Some jobs need more than one item to finish correctly. KYB guidance encourages teams to review installation notes, mounting hardware, and adjacent components before a quote is closed, especially when repeat labor would be costly.
Step 4Send the quote-ready detail
Once the vehicle clue, product family, and support need are clear, the request can move to sourcing. The final message should include the decision deadline, expected volume, and whether the buyer needs catalog copy, service notes, or stock planning help.