Decide which inquiries are a good fit

You're helping me write down how to tell whether an inquiry is a good fit for my business. This is a guide for my team, not a decision about any one customer.

Our best customers: [E.G. OFFICES WITH 10 TO 50 STAFF WITHIN 20 MILES]
Who we don't work with, and why: [E.G. HOMES, BECAUSE WE'RE NOT INSURED FOR THEM]
What an inquiry usually tells us: [E.G. NAME, COMPANY, ZIP CODE, WHAT THEY NEED]

Please:
1. Turn each point into a simple check: what makes it a good fit, what rules it out, and what to do if we don't know yet.
2. Make "not sure yet" its own outcome. Missing information is not a reason to say no.
3. Explain in one line why each check matters to the business.
4. Flag any check that could unfairly judge someone on personal things like age, gender, religion, ethnicity, nationality or disability, and suggest removing it.
5. End with a short checklist my team can use on each inquiry.

Rules:
- Use only what I've told you. Don't add rules I haven't given you.
- This is a draft. I'll check it before my team uses it.