SheetX-06
FieldINTAKE
StatusCURRENT
ScaleONE CONVERSATION
Version03
EntryInitial operating conversation30 minutes
Start with what is already happening.
No deck required. The first conversation should make the operating problem clearer, not turn into a generic AI sales call.
Where is the work worth touching?
Which tasks repeat often? Which require company knowledge? What information cannot leave controlled environments? Who owns the result? What would success look like if we measured it?