WWYA what Would You Advise?

[Tahoe Ray]

yes it would be a lot easier for me to figure out what his best for his budget if I knew already exactly what he was going to qualify for beforehand.

You'll never know "exactly" what they'll qualify for since you're not the one underwriting them...

Some basic questions like build (which you could gauge f2f), nicotine (and method), meds (reason, frequency, and dosage), birthday, and last doc/hospital visit (and reason/results) can do wonders in narrowing the options.

There are obviously a lot more questions but these are some good ones if you're trying to find a starting point.