Look for practical experience
Ask what kinds of businesses the consultant has worked with and what they actually set up. Look for specific examples, such as customer communication templates, follow-up workflows, or team training, rather than vague promises about transformation.
Ask about their process
A good consultant should start by understanding your business, your current processes, and your goals. Be cautious of anyone who recommends the same tools to every business without asking questions.
Discuss privacy and security
Ask how they handle your data and customer information, which tools they recommend, and how they configure privacy settings. A responsible consultant will take these concerns seriously.
Understand what you'll own
Make sure you'll have access to the prompts, templates, documentation, and accounts created for your business. You shouldn't be dependent on the consultant for everyday use.
Ask about training
Tools only help if your team uses them. Ask how they'll train you and your employees and what support is available afterward.
Clarify pricing and scope
Get a clear written description of what's included, timelines, and costs.
Be wary of guarantees
Be cautious of promises of specific revenue increases or results. Honest providers explain what's realistic and how you'll measure progress.
Start small
Consider beginning with a small, defined project before committing to a larger engagement.
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