Before you talk to an AI consultant: a one-page prep list

A first call goes much better when you can describe how the work really runs. You do not need to prepare a presentation. Bring answers to these seven questions.

The prep list

• What is slow, manual or missing? Describe the one thing that annoys you most.
• How does it work today? Who does it, in which tool, and how often.
• Your tools. Phone system, email, calendar or booking, invoicing, CRM, spreadsheets.
• Who answers calls and messages, and what happens when nobody can.
• One rough count: missed calls, unanswered quotes or retyped forms in a typical week.
• Sensitive data. Whether health, financial or other regulated information is involved.
• Who will own the result on your side and answer questions during the build.

What a good consultant does with it

They should ask follow-up questions, tell you plainly if something is not a fit, and give you a written scope and quote before work starts. See questions to ask an AI vendor.

What you do not need

• A finished spec or technical vocabulary.
• A budget figure before you have seen a scope.
• Every login. Hold credentials back until you have agreed to work together.

How we start

At Swaha AI the first step is a free, plain-English conversation about what is slow or missing, followed by a written, scoped quote. Request a free read or see how pricing works.

Common questions

Want help putting this into practice? See our consulting and readiness audit or request a free read.

This article is general information for small-business owners, not legal, financial, medical or professional advice. Rules and platform policies change; confirm anything that matters with a qualified professional.

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