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Opening

I’d like to understand what prompted the conversation, how the process works today, where the friction is and what that means commercially. If there is a fit, we can then discuss a sensible next step.

Why now?

  • What prompted you to look at this now?
  • What has changed?

Current state

  • Walk me through what happens today.
  • Where does it slow down or break?
  • Which work is still manual?

Consequence

  • How often does that happen?
  • Who is affected?
  • What happens downstream?
  • How much time or cost is involved?
  • If nothing changes this year, what happens?

Previous attempts

  • What have you already tried?
  • Why has the problem survived?

Decision context

  • Who owns this problem?
  • Who else needs to be involved?
  • What would a useful diagnostic need to prove?

Close

What I’m hearing is [summary]. I think the next useful step is [specific next step]. Does that match your view?
Then agree owner and date.