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Fit call prep sheet

4 pages · Method · A4 794 x 1123
01Prep sheet
VP.
Before your fit call

Twenty minutes.
No deck.

Read this before the call. It takes five minutes and it makes the twenty worth having.

VishnupriyaBuildXLR8
Method · 4 pages
Fit call prep sheetWhat the call is
The 20 minutes

How it runs

First 5
How you operate today
Prabhashankar asks, you talk. Nothing is presented to you.
Next 10
The three workflows
Which ones cost real hours, which are merely annoying, and which are not software problems at all.
Last 5
Yes, no, or not yet
You get the answer on the call rather than in a follow up email.
What it is not

Four things it will not be

A demo of software nobody has scoped for you
A slide deck about digital transformation
A quote written without seeing how you work
A call you have to escape from politely
Vishnupriya · BuildXLR802 of 04
Fit call prep sheetWhat to bring
Five answers

Have these ready

How many people are in the business, and how many touch the process?
Where do orders or jobs arrive from today?
What does the end of day or end of month close involve?
Who could not take leave next week without it hurting?
Has software been tried here before, and how did it end?
Optional

Helpful if you have them

A screenshot of the spreadsheet that runs the process
The name of any platform you bought and stopped using
A rough count of hours a week lost to workarounds
Vishnupriya · BuildXLR803 of 04
Fit call prep sheetAfter the call
Three outcomes

What you will hear

1
Yes
Scoping starts and you get a wireframe before you pay.
2
Not yet
Usually because the process is not written down. He will say what to fix first.
3
No
Sometimes custom software is not the right fix. You will be told that plainly.
Questions before then

Ask me anything

Vishnupriya, Business Development Lead. I set the call up and I answer everything before it.

No pressure and no follow up emails. I promise.

Vishnupriya · BuildXLR804 of 04