- First, who are we building this for?
- What do you actually deliver?
- Where does client and prospect data live?
- What do you report out of?
- Which AI tools are already in the workflow?
- How does the team run day to day?
- How big is the operation?
- What eats the week?
- Where are you with AI right now?
- What would make this worth doing?
STEP 01 · WHO YOU ARE
First, who are we building this for?
Two minutes of questions, then a readout of what we would automate first and what it is worth. No call required to see it.