Buyer guidance · ASRR Tech
Which roles should you define for digital buyer guidance?
Separate buyer explanation, technical assessment and decision processing. Clarify who approves exceptions and who informs the buyer.
A practical example
An adviser collects a request, engineering assesses buildability and sales confirms the offer.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Name decision roles.
- Define handovers.
- Test an exception.
What does success look like?
Every request has a clear assessment and feedback route.
Test this with a recognisable record and have a colleague review the outcome. Note missing information or decisions. Use that finding to improve a working agreement before applying the process more broadly.
Buyer guidance: the wider process
Digital buyer guidance connects explanations for a buyer with the information a project team needs. Define available choices for each home, decision deadlines and how changes are processed. Keep visual explanations aligned with recorded choices. Check the handover using an example home and a combination of options. A configurator supports conversations and recording; technical assessment, deadlines and approval remain part of the project process.