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?
Interactive Scoping Test Drive
Experience how the right scoping questions expose missing credentials, vague logic, and scope parameters before they stall your build.
Scoping Test-Drive
Test the first 5 questions to see how they audit client requirements instantly.
Which apps are involved (e.g., Webflow, Airtable, Make, n8n) and who holds active admin logins?
Do we have sandbox access, or are we testing in production with dummy records?
Do the API keys have WRITE scopes, or are we restricted to read-only access?
Are there existing Zaps, webhooks, or scripts touching the exact same data?
Who has final sign-off authority, and when does the requirement scope freeze?
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.
The Solution: The AI Automation Kickoff Kit
Upgrade your client onboarding process. Below is a live interactive explorer showing exactly what is included inside the premium digital template package.
Kickoff_Template_v1.2.md
1. Systems & Environment Access
- Connected Apps: Webflow, Airtable, OpenAI, Slack, Gmail
- Auth Scopes: OAuth vs. Restricted API keys (Write permissions confirmed)
- Sandbox: Sandbox testing environment vs. Production boundaries
2. Trigger & Data Flow Mapping
- Trigger Hook: Webflow Form Submission (JSON payload validation)
- Field Routing: Raw inputs mapped to CRM Schema columns
- Data Scrubbing: Email trimming, timezone adjustments, and name casing
3. Edge Cases & Logic Bounds
- Missing Fields: Fallback default values for optional fields
- Duplicates: CRM Upsert matching index (Email lookup first)
- Low Confidence AI: Score thresholds + routing flags
4. Success Metrics & Error Rules
- Success State: Record created + enrichment log generated + notification fired
- Error Path: 3x retry on API timeouts, then alert slack-devs
Ready to upgrade your consulting game and lock your builds in under 30 minutes?
Get the Complete $39 Kickoff Kit NowUse 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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