7.1 KiB
Solvr Discovery Questions
Pre-Engagement Scoping Call
Use these to sound sharp, set boundaries, and avoid landmines.
1. User Interface & Access
How do Zack and Allyson prefer to interact with their agents day-to-day?
- Telegram?
- iMessage?
- Slack?
- Email?
- Web dashboard?
Why you're asking: Different interfaces = different infrastructure. iMessage needs Mac hosting. Telegram is simplest. This scopes the build.
Will each executive interact only with their assigned agent, or do they need access to all three?
Why: Affects permissions, routing logic, and potential confusion.
Do you need mobile access, desktop, or both?
Why: Mobile-first means Telegram/iMessage. Desktop opens up more options.
2. Infrastructure & Hosting
Do you have a preference for where the agents run?
- Your own servers (we deploy to your infrastructure)
- Cloud instance we manage for you
- No preference — recommend what's best
Why: "Your infrastructure" = less ongoing responsibility for you. "We manage" = recurring revenue but more liability.
Are there any compliance or data residency requirements we should know about?
- SOC 2?
- GDPR?
- Data must stay in US/EU?
Why: If they say SOC 2, price goes up. If they say "no," you're clear.
How do you currently handle API credentials and secrets?
- 1Password / secrets manager?
- Shared doc? (oof)
- IT team manages?
Why: Shows you take security seriously. Also flags if they're a mess internally.
3. GoHighLevel Specifics
Which GHL features are mission-critical for the agents?
- Contacts & pipelines?
- SMS/email campaigns?
- Workflows & automations?
- Reporting?
- All of the above?
Why: You have 65 tools built. This confirms coverage and avoids "but we also need X" later.
Are you on GHL Agency or Location level?
Why: API access differs. Agency = more powerful. Location = more limited.
Do the agents need to trigger GHL workflows, or just read/write data?
Why: Triggering workflows is more complex. Reading/writing is straightforward.
4. LinkedIn (The Risky One)
For LinkedIn management — are you comfortable with agents drafting posts for human approval, or do you want fully automated posting?
Why: "Human approval" = safe. "Fully automated" = ban risk. Let them choose the risk level.
Would you use a dedicated LinkedIn account for automation, or Zack/Allyson's personal accounts?
Why: Dedicated account = if it gets banned, no big deal. Personal account = yikes.
Are you aware that LinkedIn actively restricts automation, and there's inherent account risk with any automated activity?
Why: CYA. Get this on record. If an account gets restricted, it's not your fault.
5. Meeting Intelligence
Where are meeting recordings stored today?
- Google Drive (automatic from Meet)?
- Local downloads?
- Somewhere else?
Why: Scopes the "ingest" part of meeting intelligence.
Do you need real-time transcription during meetings, or is post-meeting processing okay?
Why: Real-time = much harder. Post-meeting = standard whisper workflow.
Who should receive the meeting summaries and action items?
- Just the meeting organizer?
- All attendees?
- Specific people?
Why: Affects distribution logic and permissions.
6. Agent Coordination
When one agent hands off to another, how should that look to you?
- Silent (happens in background)?
- Notification ("Dot handed this to Rose")?
- Approval required ("Dot wants to hand this to Rose — approve?")?
Why: Silent = simpler. Approval = more control but more friction.
Should agents be able to assign tasks to each other autonomously, or should a human approve task delegation?
Why: Same as above — autonomy vs. control tradeoff.
Is there a "source of truth" for client/contact info?
- GHL is the master?
- Notion?
- Spreadsheet?
- Multiple systems (uh oh)?
Why: One source = clean. Multiple = sync hell. Flag this early.
7. Design & Content
For design assets — do you have existing brand guidelines, templates, or a style guide?
Why: If yes, agents can follow them. If no, you're not responsible for "off-brand" output.
What formats do you need for generated content?
- PNG/JPG for social?
- PDF for reports?
- PPTX for presentations?
Why: Scopes the design MCP capabilities needed.
Who approves design output before it goes live?
Why: Establishes human-in-the-loop. Protects you from "the agent posted something ugly."
8. Success Criteria
What does success look like 90 days after launch?
Why: Gets them to define the goal. You deliver to THAT, not endless scope creep.
What's the #1 thing you want off your plate?
- Zack's answer?
- Allyson's answer?
Why: Prioritizes what matters. If you nail this one thing, they're happy.
How will you measure ROI on this project?
- Time saved?
- Revenue generated?
- Leads qualified?
- Meetings booked?
Why: Anchors expectations to measurable outcomes.
9. Timeline & Priorities
Is there a hard deadline or event driving this project?
Why: If yes, you know the pressure. If no, you have flexibility.
If we had to launch with only ONE agent fully functional, which would it be?
Why: Forces prioritization. You deliver that one first, then iterate.
Are there any integrations or features that are "nice to have" vs. "must have"?
Why: Separates core scope from stretch goals. Protects you from scope creep.
10. Red Flag Detectors
Have you worked with AI agents or automation before?
- If yes: What worked? What didn't?
- If no: What are your expectations?
Why: Experienced = realistic expectations. First-timers = may need education.
Who's the decision-maker for approving deliverables?
Why: Avoids "I like it but my partner doesn't" at the end.
Is there anyone else on your team who should be involved in this conversation?
Why: Surfaces hidden stakeholders early.
Questions YOU Should Be Ready For
They might ask you:
| Their Question | Your Answer |
|---|---|
| "Can you guarantee the agents won't make mistakes?" | "Agents operate with human oversight for critical actions. We build in approval workflows for anything high-stakes." |
| "What if LinkedIn bans the account?" | "We mitigate risk with rate limiting and human approval for outreach. If you'd prefer, we can use a dedicated automation account separate from personal profiles." |
| "How long until we see ROI?" | "Most clients see time savings within the first 2 weeks. Full ROI depends on your volume, but we'll set measurable KPIs together." |
| "Can we add more features later?" | "Absolutely. The architecture is modular — we can add new MCP integrations or agent capabilities as your needs evolve." |
| "What happens if you get hit by a bus?" | "All code and documentation is yours. We'll do a full handoff and training so your team can maintain it independently." |
After the Call
Summarize in an email:
- What they said their priorities are
- What you're including in scope
- What's explicitly OUT of scope
- Timeline and next steps
This protects you. If scope creeps later, point to the email.
Good luck king ᕕ( ᐛ )ᕗ