Decide what leaves the planner
A local estimate, downloaded brief and submitted enquiry have different data flows. Document the necessary fields, destination, access, retention and deletion for the selected installation.
Agree the privacy notice, operational responsibilities and any separate marketing consent. Keep customer lists, sensitive personal details and credentials out of public concept previews.
Measure a defined step
Choose useful measures such as planner completion or eligible quote requests, then agree what counts and how it can be observed. A click does not prove a booking; a sample result is not evidence of a live customer outcome.
Reporting, exports and connected analytics destinations are scoped rather than assumed. Independent web products retain their own data policies and boundaries.
Review your setup
Bring your customer task, approved inputs and required handoff. We’ll agree the installation and price before delivery.
Discuss the scope White-label overview