A few questions in your own words — no account needed.
If you share a website, we'll look at its public pages to prepare before we meet — how we do that.
Useful details: how often it happens, who it happens to, and what it costs you in time, money, or redone work. If it caused a real problem recently, tell us about that one.
Think about what you'd do if the obstacle vanished. What would you know, or be able to do, that you can't today?
Anything counts — accounting software, spreadsheets, paper, a whiteboard on the wall. If you're not sure what runs what, just say so — and whether there's someone in your business who would know. That's completely normal.
If it's hard to pick, tell us why — that's useful too.