Use AI to prepare for a first meeting with a new client so you ask the right questions and look organized.

Walking into a new client meeting unprepared costs you credibility and billable hours. You might forget to ask about circuit capacity, miss details about their timeline, or fail to spot red flags that turn into scope creep later. AI can help you prepare a solid meeting checklist in two minutes so you walk in confident, cover everything that matters, and leave with all the info you need to quote accurately. **Step 1:** Open ChatGPT or Claude and describe the type of job in a few words—like 'residential panel upgrade' or 'commercial tenant fit-out' or 'outdoor lighting installation.' **Step 2:** Ask AI to create a list of questions you should ask the client during your first meeting. Tell it to cover project scope, existing electrical system details, timeline, budget expectations, site access, and any special concerns. **Step 3:** Review the list and add any questions specific to this job that AI might have missed—like whether they have HOA restrictions or if they've had electrical problems before. **Step 4:** Copy the final list to your phone notes or print it. Bring it to the meeting and check off each question as you go. You'll look professional, save time on follow-up calls, and catch details that prevent expensive mistakes later. **Step 5:** After the meeting, paste the client's answers back into ChatGPT and ask it to organize them into a clean summary you can reference when writing your quote. You'll have everything documented and ready to go.

February 27, 2026