How to Choose an Automation Consultant (Checklist)

Use this list before any consultant signs an agreement.

Before the first call

• Do they publish actual case studies (with numbers)?
• Do they specialize in your business size?
• Are they tool-agnostic, or pushing one platform they resell?

During the discovery call

• Do they ask about your business model before pitching?
• Can they explain a past project in plain English?
• Will they tell you what not to automate?

In the proposal

• Fixed scope or open-ended?
• Who owns the systems built?
• What happens at the end of the engagement?
• Are training and documentation included?

References

• Ask for one client they fired — and why.
• Ask references about responsiveness after launch.
• Ask if they'd hire the consultant again.

We answer all 12 in our first call — by design. Talk to a fractional automation partner.