Guide the client. Bring a technical partner.

Ask the client to walk through a recurring task. Follow the inputs, handoffs and delays. A concrete example tells a technical partner more than a list of AI features.

Put it into practiceShow me the last time your team did this.

Look for repetition, an owner and a reason to change. If the task is rare or the process is still undefined, improve the process before proposing automation.

Put it into practiceHow often does this happen, and what does it cost to leave it alone?

You know the client, their priorities and the language they use. Keep that advisory role while the delivery partner handles technical scoping, build work and maintenance.

Put it into practiceWrite down what you own and what your technical partner owns.

A sample report, a process walkthrough or an anonymized example helps make scope concrete. Agree permission before sharing client information.

Put it into practiceWhat example would make this workflow understandable in ten minutes?

Separate discovery, implementation and ongoing operations. Explain what the client gets at each stage and which decision they can make afterward.

Put it into practiceWhat exactly will the client have at the end of this engagement?

Use public pricing for orientation. Discuss wholesale delivery scope, responsibilities and expected volume with us before committing a price or timeline to your client.

Put it into practiceWhat margin and delivery responsibilities does your business need?

Integrations change, exceptions appear and teams learn. Decide who handles support, how changes are approved and when the workflow is reviewed.

Put it into practiceWho gets the call when the system needs attention?