Describe the business simply
Explain what you do, who you serve and the stage your business is at. Keep the first overview short enough to leave time for the real challenge.
Choose one priority
Identify the issue with the biggest effect on your next step. It may involve planning, operations, digital presence or communication.
Bring useful context
Share what you have tried, what happened and the constraints that matter. Avoid sending passwords, identity documents or confidential customer records.
Agree what happens next
End the discussion with a clear scope, a next action and a shared understanding of any fees or timeline. Good support starts with clear expectations.
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