STILLWELL — FIRST CONVERSATION CHECKLIST
Fictional firm demo by VRPersis Consulting Inc.

A useful first introduction can cover:
- The service or challenge you would like to discuss.
- Whether the enquiry is for yourself, self-employment or a business.
- Your general goals and preferred way to communicate.
- Questions about scope, fees, responsibilities and next steps.

Do not enter or upload tax identifiers, banking information, detailed financial records or confidential documents to this demonstration. It has no secure document portal. A real firm would explain its appropriate process.

No tax or financial advice. No meeting or professional engagement is created by using this demo.