Prepare for a High-Impact AI Consultation
Download the AI Discovery Call Prep Sheet to help you clarify your goals, understand your challenges and get the most value from your consultation or strategy session.
Walk Into Your Consultation With Clarity and Confidence
The AI Discovery Call Prep Sheet helps you organise your thoughts, outline your priorities and articulate what you want to achieve with AI.
It ensures your consultation is focused, productive and tailored to your real needs — whether you're an entrepreneur, a small business or a full organisation.
You'll reflect on:
- Your current systems and workflows
- Where your time and resources are going
- The challenges slowing you down
- The opportunities you want to explore
- Your objectives for AI and automation
- Your readiness for implementation
This prep sheet makes your session smoother, clearer and far more effective.
Inside the AI Discovery Call Prep Sheet
A simple pre-call questionnaire
Prompts to help you define your goals
A breakdown of key workflow categories
Space to outline pain points and priorities
Questions to help guide your consultation
A clean structure you can reuse for future planning
Perfect for Anyone Preparing for an AI Consultation
This prep tool is ideal for:
Entrepreneurs preparing for strategic support
SMEs planning an automation project
Corporate teams assessing opportunities
Public sector groups needing direction
Leaders wanting clarity before investing
Anyone considering a Discovery or Diagnostic session
If you want your consultation to run smoothly and efficiently, start here.
Focus
Define what matters most before the session begins.
Efficiency
Use your consultation time more effectively.
Alignment
Make sure your goals and needs are clearly communicated.
Used Across Our Client Onboarding and Corporate Workshops
"This prep sheet helped our team identify gaps we didn't even know we had. It made the consultation far more impactful."
— Client Feedback
Download Your AI Discovery Call Prep Sheet
Get prepared for a productive consultation that delivers real value.