Prep kit · 10 minutes

What to have ready so the call actually pays off

You have booked a 30-minute diagnostic call. There is nothing you must prepare, but if you have these things at hand we will come out of the conversation with a much sharper proposal.

Seven things worth having at hand

Tick what you already have. The list is saved in your browser so you can come back to it.

0 of 7 ready

The task, in one sentence

Which process you want to fix and what makes it painful. For example: "every Monday someone exports the orders from the ERP and builds the management report".

Who does it and how long it takes

How many times a month, how many hours each time and what role does it. If you have taken the quick assessment, you already have this worked out.

A real example of today’s output

The Excel, PDF or report exactly as it is delivered today. We will look at it on a shared screen during the call: no need to send it beforehand or strip the data.

Where the data comes from

The name of your ERP or management software, whether it exports to Excel, whether its database can be accessed, and what arrives by email, forms or PDF.

Which tools the team already uses

Microsoft 365 or Google Workspace, Excel, Power BI, any in-house software. Everything is built around what you already use, so it helps to know.

What you would like to happen, and by when

Have it run on its own, see it in a dashboard, fewer errors, free someone up. And any date that matters: a closing, an audit, a peak season.

Who decides and who will use it

If the person approving the project and the person who will use the result are not the same, it helps if both are on the call or know about it.

What you do not need

Logins or passwords. I will not ask for any on the call; if the project goes ahead, access is agreed in writing.
Real data. An example with masked or made-up figures is fine; what matters is the structure.
A decided budget. First the problem, then the number. The proposal comes with a fixed price.
Technical knowledge. The questions are about the business. If your case is not a fit for me, I will tell you on the same call.

Take it with you or get ahead

Download the kit as PDF Take the quick assessment (2 min) Ask me something on WhatsApp

The quick assessment answers points 1, 2, 4, 5 and 6 for you and leaves you a summary ready for the call.

How the call will go

Thirty minutes by video call, no sales pitch. Three roughly equal blocks.

10 minYour situation

You tell me about the task, who does it and what you would like to happen. If you have the example at hand, we look at it on screen.

10 minMy questions

The ones below, plus whatever comes up. They tell me whether it can be automated as is or something needs tidying first.

10 minThe shortest path

I tell you where I would start, with which tool, roughly how long it would take and what the next steps are.

Afterwards you receive a written proposal with scope, timeline and a fixed price. You decide with no pressure: there is no sales follow-up if you do not reply.

The questions I will ask

So nothing catches you off guard. You do not need every answer; a moment’s thought is enough.

Which task eats the most time, and how is it done today, step by step?
How often is it done, how long does it take and who does it?
What happens when it goes wrong or arrives late? Who is affected?
Where does the data come from and in what format?
Which tools do you already use, and which ones do you not want to change?
How would we know, three months from now, that the project has worked?

If you have not booked the call yet

The 30-minute diagnostic call is free and comes with no obligation

Tell me about your case in the form or take the guided quick assessment; I reply within 24–48 working hours.

Book a free diagnostic call See services