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Technical Checklist (Discovery / Onboarding)

(internal use on client calls)

✅ Client Environment

Are they on Microsoft 365?

Do they use Teams/Slack?

Existing tools: email (Mailchimp, HubSpot, etc.), social schedulers, CRM?

✅ Content & Brand

Brand voice docs available?

Examples of “good” content in their tone?

Compliance/approval requirements (e.g., claims review, legal sign-off)?

✅ Workflows

Current content process (request → draft → approve → publish)?

Pain points (slow approvals, too many tools, inconsistent voice)?

Reputation management needs (reviews, DMs, mentions)?

✅ Analytics & Reporting

What KPIs matter most? (followers, CTR, leads, sales, sentiment)

Do they need live dashboards or just monthly rollups?

Any existing BI setup?

✅ AI Readiness

Comfort with AI today? (0 = skeptical, 10 = daily users)

Concerns (data privacy, tone accuracy, hallucinations)?

Appetite for automation vs human oversight?

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