Article
What to Prepare Before a Trading Workflow Consulting Call
Prepare for a trading workflow consulting call with the right chart examples, exports, broker context, journal fields, dashboard goals, and boundaries.
A good consulting call should not start with a vague request to automate everything. It should start with the part of your chart, export, broker, journal, dashboard, or AI-coding workflow that is slow, messy, or hard to trust.
Consulting Engagement Context
Preparation quality directly affects what a consulting engagement can diagnose and address in the first session. For consulting engagement, see workflow consulting. Planning support only. Not trading advice.
FAQ
What should I prepare before a trading workflow consulting call?
Prepare one real workflow example, sanitized export files if available, the destination tool, the current pain point, and the outcome you want from the cleanup.
Can I use fake or sanitized data?
Yes. Sanitized samples are preferred when they preserve field names and workflow shape while removing private account details, credentials, and personal identifiers.
What should I not send?
Do not send passwords, API keys, tokens, private credentials, or live account access. Consulting should work from sanitized examples and clear workflow descriptions.
Sample Structured Chart-Data Exports
Review how chart drawings, annotations, OHLC, volume, and execution context become reusable structured data.