Free resource, 2-page checklist
5 questions to ask before adopting AI email automation.
Most vendors skip the hard questions. This checklist helps CPAs, mortgage professionals, and Georgia SMBs evaluate any AI email tool before signing, including ours.
What's inside
Two pages. No fluff.
Who reviews my emails before they go out?
Look for draft-first mode. You approve before anything sends.
Where does my email data live, and for how long?
For CPAs and mortgage pros, client confidentiality isn't optional.
What happens when the AI sends the wrong thing?
Every AI makes mistakes. The question is whether they're recoverable.
How does the system learn my communication style?
Generic chatbot versus sounds-like-you: the difference is style calibration.
What's the real total cost, including your time?
Monthly fees are the smallest part. Factor in setup, training, and year-one review hours.
Why we wrote this
We're an AI consulting firm, and these are the same questions we wish every prospect would ask us on the first call. Vendors who can't answer them clearly are hiding something, including us, if that's ever the case.
Edward Ahrens, W&S Consulting
Who this checklist is for
- CPA firms: handling sensitive client financials, before any vendor touches your email.
- Mortgage professionals: compliance-heavy client comms where a wrong message has real consequences.
- Georgia SMBs: any local business getting pitched AI tools and wanting a gut-check.
Prefer a copy by email? Write to [email protected] and ask for the checklist.
Already know you want AI email automation?