Complimentary Consultation
Bring one repeated operating situation. You do not need to know the cause, prepare a presentation, or choose a service before the conversation.
Choose a time
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What it is
This is a free qualification and orientation process focused on one reported operating situation.
You leave with
What happens
Morales Software reviews the first conversation before returning with a bounded recommendation.
Explain what keeps happening, who is involved, how the work currently moves, where information lives, and why the situation matters.
Morales Software separates reported facts, possible contributing factors, assumptions, open questions, and evidence that may be needed next.
Review the situation, make uncertainty visible, and discuss one bounded next step supported by the information available.
Included
Not included
How to prepare
No uploads or formal intake are required in this phase. A specific example is more useful than a polished presentation.
Questions before booking
It is a qualification and orientation process. Morales Software will explain relevant services when useful, but self-implementation or no engagement can also be the recommendation.
The consultation helps determine where to look next. Formal diagnosis requires a separately approved scope, evidence, and analysis. The free process lets both sides decide whether that deeper work would be useful.
No. Start with the operating situation. Selecting an internal method or paid engagement before the facts are understood is not your responsibility.
No. The consultation may identify areas that deserve deeper investigation, but it does not establish a verified root cause or replace the paid AI Business Assessment.
The Complimentary Consultation is free. Any paid work begins only after scope, responsibilities, outcomes, and price are explicitly agreed.
The recommendation may be self-implementation, an AI Business Assessment, another bounded action, a separately scoped engagement, or no further work.
The first Fact-Find conversation and the Review and Next Steps conversation normally take 15 minutes each. Calendly shows the current availability for the first conversation.
Calendly sends the meeting confirmation, connection details, reminders, and links to reschedule or cancel. Bring one repeated operating situation. No presentation or document upload is required.