Before your call, write down the one task that costs you the most time, the tools you use today, how often the task happens, what a good result looks like and a rough budget range and timeline. A page of notes is enough for an agency to give you honest advice.
Seven things to write down
Keep each to a sentence or two:
- The task or problem, in your own words
- Who does it today and how long it takes
- Which tools and systems are involved
- How often it happens
- What a good result looks like
- Any data or compliance concerns
- Budget range and timeline
Bring examples
A sample invoice, a screenshot of the current process or a typical customer message tells an agency more than a long description.
Questions to ask them
Ask how they would start small, what they would not recommend, who owns the code and data, and what happens after launch.
What a good first call feels like
You should leave with clearer thinking, an honest view of what is worth doing, and a next step such as a small paid or free prototype.
Questions we hear a lot
Do I need a technical background?
No. Describe the business problem. A good agency translates it into technical options.
Is the first call free with AUZMS?
Yes. We talk through your situation and say honestly whether and how we can help.