Tell us what is stuck
One address, read by the people who would do the work. No form, no routing, no sales sequence.
What to put in it
None of this is required — a paragraph is a perfectly good start. But these four turn the first reply into something useful rather than a request for more information.
- What is happening now. The system, the symptom, and how long it has been going on.
- What triggered the search. An audit finding, a failed upgrade, a renewal date, a merger. The trigger usually shapes the right first step.
- Who is involved. Whether you have an internal team to work alongside, and who has to approve.
- Any date you are working towards. Even a rough one changes what we would recommend.
If we are not the right people for it, we will say so in that first reply rather than three weeks later.