See the whole stack run itself.

Whoever owns the outcome and whoever would be replaced by the change. In a small business that is usually one person. In a team of ten it is the operator plus whoever currently maintains the tool being replaced, because they will know what breaks. There is no need for a procurement or security reviewer on the first call.

A list of the tools you pay for and what each one costs a month, and one real workflow you want to see run end to end. That is enough. If you have a current CRM export or a sense of your monthly lead volume, bring those too, because they turn the cost comparison from an estimate into your own numbers.

A written cost comparison of your current stack against Wysera, the recording, and a plain answer on whether it fits. If it does not fit, you get told so on the call rather than chased for a quarter. If it does, you get a migration outline covering what moves first, what runs in parallel, and how long it takes.

Twenty to forty minutes. Twenty if you want the cost comparison and a look at the agent working, forty if you want your own workflow run end to end and time for questions about migration.

It is a working session with the founder. There is no sales team to hand you to. If Wysera does not fit what you are doing, you get told that on the call, which is faster for both sides than a sequence of follow-ups.

No. No sandbox, no API key, no data import before the call. If you want the cost comparison to use your real numbers rather than estimates, bring what you pay each tool a month and roughly how many leads you handle.

Then say so and use the call to scope the decision. Most people booking are comparing two or three options. If the answer is to wait, or to start on the smallest plan by yourself, that is a fine outcome.