Checklist: What to Prepare Before Your First AI Consulting Session

Before your first AI and sales consulting session, it helps to be clear on your business goals, your current sales process, and your company's basic data. Coming prepared lets you make better use of the session's time and get more specific recommendations from the first meeting.

Be Clear on Your Business Goals

Before the session, define what result you are looking for: more leads, better follow-up on the ones you already have, or reducing the time your team spends on repetitive tasks. A clear goal helps the consultant focus the conversation from the start.

Have Your Current Sales Process Mapped Out

Explain how a lead reaches your business today, who handles it first, and what happens next: whether a call gets scheduled, whether it gets followed up on WhatsApp or email, and at what point it usually gets lost. This information is key to identifying where AI can help.

Example of What to Write Down

How many leads you receive per month on average, how long it takes your team to respond, and what percentage of those leads turns into a sale. You do not need exact figures, just a general idea.

Gather Your Company's Basic Data

Have on hand information like your current website, the platforms you already use (CRM, WhatsApp Business, social media), and any recent sales or marketing report you already have available.

Prepare Your Specific Questions

Write down the questions you want answered in the session, whether about costs, implementation timelines, or how realistic a specific result is for your type of business. No question is too basic for a first session.

Frequently Asked Questions

How long does a first consulting session last?

It varies by consultant and business complexity, but it is usually enough time to review goals, current processes, and a first recommendation on where to start.

Do I need to have everything figured out before booking?

No. The session exists precisely to help you organize the information and define next steps, you do not have to arrive with all the answers.

What happens after the first session?

A proposal or a concrete next step is usually defined, based on what was identified as a priority for your business during the conversation.

The Next Step

Prepare with this checklist and book your session with Juan Carlos Elias, certified AI and sales consultant. You can also read Common Myths About Hiring an AI and Sales Consultant before your session. When you are ready, schedule a video call with Juan Carlos Elias.