The conversation begins with the operating work your company has created, how that history is connected, and whether a practical licensing path may exist. It is a seller-side assessment of fit—not a request to begin transferring data.
1. Clarify the work
Identify the repeated workflows, decisions, and outcomes that make up the operating history.
2. Test the boundaries
Discuss recoverability, rights, confidentiality, and the practical limits on what may be explored.
Prepare: a plain-language view of your workflows, the systems that hold the records, the people who understand their creation, and any known rights constraints.
Not requested: raw files, broad access to internal systems, or a commitment to proceed. The purpose is to determine whether a next step is warranted before information is shared more broadly.
Possible paths: continue to qualification, pause pending unanswered questions, or conclude that the opportunity is not a practical fit.
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