/answers/how-to-prepare-for-an-ai-discovery-call/index.md · 41 lines
---
title: "How to Prepare for an AI Discovery Call"
description: "Bring one concrete problem rather than a general interest in AI: the workflow or decision involved, who owns it, the systems it touches, what is happening now and what a good outcome would look like. Ten minutes of preparation turns a first call from an introduction into a useful working session."
url: https://lidvizion.ai/answers/how-to-prepare-for-an-ai-discovery-call/
site: Lid Vizion
index: https://lidvizion.ai/llms.txt
---
[Direct answers](https://lidvizion.ai/answers/)
# How should you prepare for a first call with an AI or technology partner?
Bring one concrete problem rather than a general interest in AI: the workflow or decision involved, who owns it, the systems it touches, what is happening now and what a good outcome would look like. Ten minutes of preparation turns a first call from an introduction into a useful working session.
## What this means in practice
- Pick one workflow, decision or product question to discuss.
- Note the systems and data involved, and any approvals or constraints.
- Describe what happens today and where it gets stuck.
- Write down what a good result would look like and how you would measure it.
## How Lid Vizion approaches it
We start with the business decision and operating context, define ownership and measurable milestones, then use configuration, integrations, automation, or custom software only where each earns its place.
## More on Automation & custom AI
- [How can a company use AI to answer proposals and RFPs safely?](https://lidvizion.ai/answers/how-to-use-ai-for-proposals-and-rfps/)
- [Should a workflow be automated with a no-code tool or custom software?](https://lidvizion.ai/answers/no-code-automation-vs-custom-software/)
- [How should a team document a workflow before automating it with AI?](https://lidvizion.ai/answers/how-to-document-a-workflow-before-automating-it/)
[Compare services](https://lidvizion.ai/services/) · [Use a planning tool](https://lidvizion.ai/tools/) · [Explore workflow use cases](https://lidvizion.ai/use-cases/) · [More direct answers](https://lidvizion.ai/answers/)
Talk it through
## Have a version of this question inside your company?
Bring the decision, the constraints, and what a good outcome looks like.
[Talk through the decision](https://lidvizion.ai/contact/?need=ai-workflow&from=%2Fanswers%2Fhow-to-prepare-for-an-ai-discovery-call%2F#write) · [Book a call](https://calendar.app.google/bB26LdA9e2gmGFp69)