Close & Next Steps
A scoping session that ends with enthusiasm but no concrete next step is a session you'll have to redo in a month. End with a plan on the calendar instead.
What to Confirm Before Anyone Leaves
| Confirm This Exists | |
|---|---|
| A tier recommendation | Crawl, Walk, or Run, with the discovery reasoning behind it — see Engagement Tiers |
| A deliverable | The completed deliverable template: surface, content source, integrations, timeline, owners |
| Client-side owners | Named technical and content contacts, confirmed in the room |
| A kickoff date | An actual date on the calendar, not "we'll follow up" |
If any of these is missing when the session ends, that's the gap to close before the room disperses.
Next Steps by Tier
- Crawl: Kick off content ingestion immediately — auto-create agent from the client's URL is often same-week work. Fast time-to-value is the entire point of this tier; don't let it slip.
- Walk: Confirm which OOTB integrations and forms are in scope, and get connector/CMS access arranged before the next session.
- Run: Schedule a dedicated technical scoping call with the client's engineering or IT contact — integration credentials and system access typically can't be resolved in the same session as the initial pitch.
Related Documentation
- Facilitator Guide Overview — Back to the start of this guide
- The Agency Service Model — What the ongoing relationship looks like after this first engagement
- Get Found in AI Search: Agency Program — The discoverability half of the platform, worth raising if the client hasn't already engaged with it