Project Planning
Consultation Prep Checklist
A practical checklist to prepare for your free consultation and make the first conversation more productive.
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.
