# AI Automation Client Discovery Call Script

## Opening

```text
The goal today is not to prescribe a tool. The goal is to find one repeated workflow where AI can save time or improve consistency without creating new risk.
```

## Bottleneck Questions

- What work repeats every week?
- Which task slows down revenue, delivery, support, or operations?
- Who does that work today?
- How long does it take?
- What happens when it is delayed?
- What does a good output look like?

## Tool And Data Questions

- Where does the workflow start?
- Which system holds the source of truth?
- Which fields are often missing or messy?
- What documents or policies are trusted?
- Who can approve access?

## Risk Questions

- Does the workflow touch customers?
- Does it touch money, legal, hiring, medical, or private data?
- Which actions must a human approve?
- What failure would be unacceptable?

## Pilot Questions

- What would a useful 30-day pilot prove?
- How many examples can we test?
- Who will review the outputs?
- What metric should improve?
- What budget range makes sense if the pilot is scoped tightly?

## Close

```text
Based on this call, the next step is a small workflow audit. We will document the trigger, inputs, AI step, approval point, output, risks, and success metric before recommending any tool.
```

Related A8gent pages:

- `/tools/business-automation-audit`
- `/templates/ai-automation-proposal-template`
- `/blog/how-to-sell-ai-agents-to-businesses`