What an online consultation looks like.

You send a short message describing what is going on. A few sentences is plenty. I reply by email, usually to confirm I can help and to suggest a time to talk.

If your question is not a good fit for what I do, I will tell you that and, when I can, point you somewhere better.

We talk by phone or video, and you can share your screen if it helps. I ask about your business, the tools you use, and what is getting in the way. Mostly I listen and take notes.

You do not need to prepare a presentation or know the technical terms. Describe things the way you would to a colleague.

A rough list of the software and devices involved is helpful. So is a recent example of the problem, such as a task that took too long or an error that keeps returning.

Please do not send passwords by email or in a message. If access is ever needed, we will agree on a safe way to handle it first.

A written summary in plain language: what I found, what I recommend, and in what order. Each recommendation includes the reason behind it, so you can weigh it yourself.

Where something is outside what I do, such as legal or regulated compliance work, I will say so directly.

You decide. Some people take the list and handle it themselves. Others ask for a follow-up conversation to work through a specific step. Either is fine.