Ask about the situation

Use document sharing to explain what information helps the first discussion: the current process, the people affected and the change the client hopes to make. Avoid asking only for technical selections or product features. The client may know the problem well while being unfamiliar with the tools that could address it.

Leave room for uncertainty

Provide space for unknowns and competing priorities. A useful preparation resource should make uncertainty visible rather than make the client invent an answer to complete a form. Explain that the discussion will help clarify the brief. The profile then becomes a route into a better-informed conversation rather than a barrier demanding a fully designed project.

Imagine this

Hypothetical scenario

A hypothetical prospect opens a preparation sheet that asks for an example of the current handoff problem. They bring a real scenario to the meeting instead of selecting unfamiliar features from a long technical list.

Make it practical.

Use this checklist as you read. Checks are not stored.

Published by Tap Tap Go. Product availability and eligibility vary by programme and market. About our stories.