Sydney is full of AI talk right now. The hard part is finding someone who can translate “AI” into outcomes: time saved, revenue gained, fewer errors, and less admin. This checklist helps you pick a consultant who will actually deliver, not just present slides.
H2: Start with outcomes, not tools
- Ask: what business metric will improve?
- Examples: bookings, speed-to-lead, invoice collection, admin hours
H2: The 10-point checklist (use this in your next call)
- [ ] Can they explain the solution without jargon?
- [ ] Do they map workflows end-to-end before proposing AI?
- [ ] Can they show examples in service businesses (not just tech demos)?
- [ ] Do they estimate ROI and prioritise what to build first?
- [ ] Do they handle data privacy and security properly?
- [ ] Do they integrate with your existing systems (CRM, booking, email)?
- [ ] Do they test with real scenarios and edge cases?
- [ ] Do you own the software and the data?
- [ ] Do they offer ongoing support and iteration?
- [ ] Do they set realistic expectations and timelines?
Red flags to watch for
- “We can automate everything in a week”
- No mention of testing, handoff rules, or failure modes
- Vendor lock-in or unclear ownership
What a good first engagement looks like
- Audit or discovery
- Ranked opportunities
- One workflow built and measured
Learn more about AI automation for small business
Questions to ask about ownership (do not skip this)
- Who owns prompts, code, integrations?
- What happens if we stop working together?
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