AI agency operations
AI Automation Discovery Call Template
Use this template to define the smallest useful AI automation delivery, the review owner, the data boundary, and the support handoff before implementation begins.
This is an operations template, not legal, medical, tax, financial, compliance, or production-security advice. Avoid private client data and production credentials.
Opening Script
Today we will define the first useful workflow improvement, the owner, the review cadence, and the data boundary. Please use public, fictional, or approved anonymized examples only.
Discovery Questions
- What workflow should improve first?
- What does success look like after seven days?
- Who owns this workflow today?
- What repeated questions or manual steps happen most often?
- What must the AI workflow never do?
- What needs human approval before use?
- What support questions should the client team be ready to answer?
- What weekly report would make this project easy to manage?
- Who signs off on the first delivery?
- What public or fictional examples can be used safely?
Close The Call
- Repeat the agreed scope.
- Repeat the out-of-scope list.
- Repeat the data boundary.
- Confirm the next review date.
- Confirm the handoff owner.
Need The Full Delivery Pack?
The 129 USDT AI Agency Client Onboarding Kit includes discovery, kickoff, handoff, client training, support-boundary, and weekly report templates.