Turn messy automation requests into approved build briefs.
A free 27-question intake checklist for n8n, Zapier, Make, and Airtable consultants. Use it before discovery calls to lock access, edge cases, approvals, and version-one scope.
Built for paid discovery calls, kickoff calls, and client onboarding.
Example question from the checklist
What should happen when the source record is missing a required email, phone number, company field, or approval owner?
The automation is rarely the hard part.
The hard part is building from scattered client context: missing API access, vague edge cases, no duplicate rules, and no final approval owner.
API keys do not have the right permissions.
Required fields are sometimes blank or malformed.
Duplicate records already exist in the CRM.
Webhook retries create confusing double-runs.
The client changes logic after the sprint starts.
Scoping Clarity: Before & After
Stop guessing and start building with a technical blueprint that protects your margin.
"Just connect the form... we'll figure out the duplicates later... oh, and the API key is coming soon."
Use it before the client call becomes the build spec.
The checklist gives you sharper questions for systems, access, data flow, error handling, approvals, and version-one scope.
Before paid discovery
Spot incomplete requirements before you quote, scope, or schedule the sprint.
During kickoff
Walk the client through concrete decisions instead of vague outcomes.
Before build
Turn answers into a one-page automation brief the client can approve.
Get the free checklist.
Send it to yourself now and use it before your next n8n, Zapier, Make, Airtable, or AI enrichment project.
Automation Client Intake Checklist
27 questions to turn scattered client answers into a clean automation brief before work starts.
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