Read the original conversation first
Use the current post and its replies. A screenshot or saved match can miss a clarification, a closed request or a response that has already solved the problem.
Check the date, the wording of the request and the source rules. You can work through the checklist without copying the person's private information into it.
Keep known facts separate from missing details
Look for evidence of a need you can address. Then check the requirements that affect your ability to help, such as service area, scope or an integration. When the person has not stated something, treat it as unknown.
An illustrative post saying "Need someone to repair our office door this week" states the work and timing. It does not establish a budget, the exact repair or a decision to hire your business. Those details still need to be checked.
Use the result as a review aid
The checklist reflects your answers. It does not verify the post, assess a person's finances, predict a purchase or send a reply. A promising result means the conversation may deserve your attention.
If an essential detail is missing, return to the source or ask a relevant question where appropriate. If the request is resolved, outside your service area or prohibited by the source rules, there may be no useful next action.
Choose the smallest useful next step
You might answer the question, ask for one missing requirement, suggest a practical next step or decide to move on. If you recommend your own business, disclose that connection.
Record the reason for your decision in your own workflow. Over time, those reasons can help you refine search phrases and source choices. Use the keyword tool when a repeated mismatch points to a search that needs adjusting.
The guides on qualifying recommendation requests and local buying signals give more examples.

