We ask for nothing technical before the meeting. We only need you to know the answers to these:
About your company
- Which department eats the most of your team's time?
- Roughly how many messages arrive daily, and on which channels?
- Who answers today, and during which hours?
About your limits
- What must never be said to a customer?
- Who can approve a discount or change a price?
- When must a conversation move to a human immediately?
About your archive
- How long have you been keeping conversations?
- Are they exported from WhatsApp Business or another system?
You do not need to prepare any file before the meeting. Files come after the written agreement.