Discovery call prep guide
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Sysevo
Discovery Call Prep

Before your call

Things to think about
before your Sysevo demo.

The more you bring to the call, the more we can build for you. Spend a few minutes on the questions below and come with answers — it lets us spend the 30 minutes designing the right agents and mapping your return, instead of gathering basics.

Jot notes straight onto this sheet, or just have the answers in mind.

Come ready to talk about
01

Your biggest pain points

The problems worth solving first.

What are the most stressful or frustrating parts of running your business right now?
Where do things most often go wrong, slip through the cracks, or cause complaints?
What keeps you (or your team) up at night operationally?
02

What you want the agents to do

The job you’re hiring the AI to handle.

What do you want the AI agents to actually do — answer inbound calls, book appointments, chase leads, follow up, qualify, take payments?
What is the single most valuable task an agent could take off your plate?
Inbound, outbound, or both? Which call types matter most?
03

Your current setup

The tools and systems you run on today.

What systems are you using right now — CRM, phone system, calendar, spreadsheets, booking tools?
Which of those do you actually rely on, and which would you happily replace?
Roughly how many calls, leads, or bookings do you handle in a typical week?
04

How you work today

The way things move through your business.

Walk through how a lead, booking, or enquiry flows from first contact to done — step by step.
Who does what at each stage, and where do things wait or get handed off?
How do you follow up, and how consistently does it actually happen?
05

What’s manual right now

The repetitive work ripe for automation.

What tasks are done by hand today that feel repetitive or could be automated?
What do you or your team spend the most time on that isn’t really “the work”?
What gets skipped or delayed simply because there isn’t time?
06

Where you’re bleeding time & money

So we can put a number on the return.

Where is the most time or money being lost or leaking in the business?
How many calls, enquiries, or leads do you think you currently miss — and what is a new customer worth to you?
If you fixed one thing this quarter, what would move the needle most?
07

Which plan fits

Come with a view so we can confirm the right scope.

Which plan are you leaning toward — Launch, Growth, or Command — and why?
Which features on that plan matter most to you, and are there any you’re unsure about?
Who else needs to be involved in the decision, and what would they want to see?
How the call runs · 30 minutes

1. We listen (first)

You walk us through your business, your goals, and where it hurts. The prep below is what this is built on.

2. We map your agents

We turn that into a concrete plan — which AI agents to build, what each one does, and how they connect to your tools.

3. You see it live

A real demo on your use case — no generic slides — so you can judge it against your actual calls.

4. We scope it

We recommend the right plan and put together tailored pricing and a build timeline, with the return mapped out.

What you’ll walk away with
  • A clear picture of which AI agents would move the needle for you
  • A realistic view of what can be automated — and what it’s worth
  • The right plan for your business and a tailored price
  • A build timeline to go live, done-for-you
Sysevo — done-for-you Voice AI & business platform.
We build your AI agent fleet, wire up your business, and run it for you.
sysevo.io
hello@sysevo.io
Book at sysevo.io/schedule