Start with the workflow costing your team the most

First, who are we speaking with?

Your name.

What company are you with?

And your role there?

Optional.

Which workflow costs your team the most right now?

A sentence or two. Where the work piles up, and what makes it painful.

What does the team do by hand on it today?

Optional. The manual steps you want gone.

What data does it run on, and where does that live?

Optional. Systems, exports, spreadsheets.

Last one. Where do we send the plan?

Work email.