You don’t need to prepare anything. Most first conversations start with “here’s what’s bugging me,” and that’s plenty. If you’d like to make the most of the time, these help:
- The problem in your own words. What takes too long, what goes wrong, or what you keep meaning to fix.
- What you pay for each month. A recent card or bank statement is the easiest list. Circle anything to do with your website, marketing or software.
- The accounts you know you have. Your website, domain, Google listing, Facebook page, booking or point-of-sale system. Just the names, never the passwords.
- What you’ve already tried, and what you liked or didn’t about it.
- Your busy season, so any work can be planned around it.
If you don’t have some of this, or don’t know where to find it, that’s normal. Sorting it out is often part of the job.