The ABCs of Getting the Most from Your Expert Interview / Consultation

A great expert call doesn't happen by accident. The "ABCs" framework helps you get the most out of every consultation:

A — Anchor your questions in context.

Before the call, share the project context: who you are, what decision you're trying to make, why this matters now. Experts give better answers when they understand the stakes.

B — Build rapport in the first 90 seconds, then move on.

Quick introductions help, but don't burn ten minutes on small talk. Set the tone: "I have specific questions. Mind if I jump in?"

C — Capture and confirm.

Take notes (or use the recording feature). At the end of each thread, summarize what you heard: "So you're saying X happens because of Y — is that right?" This catches misunderstandings while the expert is still on the line.

Additional tips:

• Send a quick agenda 24 hours ahead of the call
• Start with the biggest question, not the smallest — you might run out of time
• Don't try to validate a hypothesis; try to find the cases where your hypothesis is wrong
• Follow up in writing if you need clarification — most experts will respond within a few days post-call