Fit-Check Meeting Scheduled
Service
Date
Time
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Prepare
The Meeting Is
The Meeting Is Not
What Happens After the Meeting
Your Automation Fit-Check Meeting Is Scheduled
The appointment has been scheduled and the Fit-Check form has been submitted. Review the details and preparation information below.
Provided by the calendar
Provided by the calendar
Provided by the calendar
What to Have Available
- A plain-language description of the repeated work and who currently performs it
- Current workflow diagrams, screenshots, automations, templates, SOPs, or account list when available
- The systems involved, source of truth, data required, approximate volume, and known exceptions
- Examples of incorrect, duplicate, delayed, stopped, or silent workflow failures
- The next 90-day priorities, deadline, decision-makers, contributors, communication channels, and budget range
A Mutual Fit Conversation
The meeting reviews the repeated work, desired outcome, current process, systems, data, workflows, human decisions, failure impact, communication and compliance context, timeline, budget, decision-makers, and whether BPOCM can realistically help.
A Free Audit, Crisis Response, or Paid Roadmap
The meeting does not create a completed automation audit, opportunity map, workflow blueprint, live troubleshooting session, build, migration, repair, test plan, or paid Roadmap.
Mutual Fit Comes Before the Paid Roadmap
If both sides determine there is mutual fit, BPOCM confirms the proposed scope, agreement, beginning/middle/end payment milestones, and initial payment. Paid Roadmap work begins only after those steps are complete.
Use the reschedule or cancellation links in the calendar confirmation message when the appointment needs to change.