Preparing for an Intro Call
The purpose of an intro call is to determine mutual fit — not to sell services or solve the problem on the spot.
This preparation is optional. The intro call can be productive with no advance work. That said, a small amount of preparation often makes the conversation significantly more productive.
What the Intro Call Is (and Isn’t)
The intro call is for:
- Understanding the problem you’re facing
- Clarifying why it matters now
- Identifying constraints and risks
- Determining whether RSG is a good fit to help
The intro call is not for:
- Detailed solution design
- Emergency troubleshooting
- Quoting without context
- Outsourcing decisions or ownership
What to Prepare in Advance
You don’t need formal documentation, but being ready to discuss the following will help make the conversation more productive.
The Problem
- What is not working as expected?
- How long has the issue existed?
- How do you know it’s a problem?
Examples:
- Inconsistent setups
- Repeated dimensional issues
- Fragile or highly variable processes
- Gaps between documented and actual quality systems behavior.
Why It Matters Now
What level of urgency exists for this situation?
- What happens if this issue is not addressed?
- What triggered the conversation?
- Is there a deadline, audit, or customer pressure?
Timing often matters as much as technical detail.
Constraints
Understanding the boundaries that shape available options is critical. Be prepared to discuss:
- Machines and controls involved
- Staffing and experience levels
- Schedule pressure
- Budget or approval limitations
Good recommendations depend on real constraints.
What You’ve Already Tried
Be prepared to discuss:
- Previous fixes, adjustments, or workarounds.
- Why did those efforts not fully resolve the issue?
- What you suspect may be contributing, even if you are uncertain?
This helps avoid repeating unproductive paths and focuses the conversation on what has not yet been explored.
Ownership and Authority
- Who is responsible for implementation?
- Who makes final decisions?
- Who needs to be involved for changes to stick?
RSG works best when the right people are part of the conversation.
What RSG Will Bring to the Call
During the intro call, RSG will:
- Ask clarifying questions.
- Challenge assumptions respectfully.
- Help frame the problem more clearly.
- Outline possible next steps.
- Be direct about fit (or lack of fit).
There is no obligation to proceed.
Possible Outcomes of the Call
At the end of the call, one of three things typically happens:
- Clear fit → We define scope and next steps
- Partial fit → We narrow or reframe the problem
- Not a fit → I’ll say so directly and, if possible, suggest alternatives
All three outcomes are considered successful.
Time and Format
- Typical length: 20–30 minutes.
- Format: Video or phone.
- Preparation: No materials are required unless requested.
A Final Note
The best intro calls feel less like sales conversations and more like structured problem-framing sessions.
If you value clear thinking, shared ownership, and durable solutions, you’ll likely find the conversation useful.