A simple outline
Where it starts, the decisions along the way and what counts as done.
Explore a starting point
One process is a good place to begin.
Bring a workflow with a clear beginning and ending. Describe the current steps, the tools involved and where people lose time or context. Availability, implementation scope, integrations and pricing are discussed and confirmed separately.
Discuss a workflowUseful things to bring
Enough context for a useful conversation.
A recurring difficulty
A handoff that gets missed, a decision that stalls or information that needs repeating.
The boundaries that matter
Current tools, access rules, human approvals and the scope you want to explore.