Consultation Prep Checklist

Purpose

• This guide helps you organize the basic details needed to review a project quickly and accurately.
• The more information you provide up front, the easier it is to identify the correct next step, estimate effort, and avoid unnecessary delays.

Information to Gather

• Company and contact information
• Project location
• Brief description of the problem or goal
• Photos, drawings, sketches, or screenshots
• Equipment make, model, and serial number if applicable
• Current process description
• Known issues, failure patterns, or pain points
• Desired outcome
• Timeline or deadline
• Budget range if available

Questions to Think Through

• What problem are you trying to solve?
• Who uses the current system?
• What happens when the current process fails?
• Is this a new project, an upgrade, or a repair?
• Are there safety, downtime, or production constraints?
• What would a successful result look like?

Before the Call

• Take clear photos of the work area and equipment.
• Gather manuals, drawings, wiring diagrams, or previous quotes.
• Write down the top three problems you want solved.
• Invite anyone who understands the process or equipment.
• Have a rough schedule or deadline ready.

Recommended Next Step

• Use the Schedule a Call page to choose a free 30-minute consultation time.
• Send any documents, photos, or notes before the call when possible.