Describe the problem on one page

Write the current situation in a few sentences. What have you tried so far, which decision is before you, when do you want to see results? Instead of sending a large number of documents out of order, ask what the consultant wants to review in the first meeting. If there is other people's information in the files to be shared, remember to remove unnecessary details and discuss access conditions.

Clarify the output you expect

At the end of the meeting, are you expecting a road map, a conversation evaluating options, or feedback on a specific file? Find out if the consultant's service covers these. Ask him/her for information about his/her education and experience. Instead of looking for a definitive promise of results, ask how the process is being carried out and what indicators of progress will be discussed.

Determine next step in conversation

Discuss meeting duration, the possibility of out-of-call communication, and whether a follow-up appointment is necessary. Summarize the tasks left to you in your own words. If additional documentation is requested, make a note of when and how it will be shared. This way, when the meeting is over, you can leave with not only a general impression but also a few concrete steps agreed upon.

Short check before appointment

  • Collect the current situation and your goal in a short note.
  • Ask the consultant about the required documents in advance at the first meeting.
  • Separate unnecessary personal information before file sharing.
  • Mutually verify the scope of service and the output you expect.
  • Clearly note the next step, the person responsible, and the date.

It was prepared with the support of artificial intelligence. The sources on which daily information is based are shown above; It is not a substitute for personalized expert evaluation.