The short answer
Typical fit questions concern the business, available systems, operational history, record categories and authority to discuss a license. Requirements vary by provider.
Prepare a non-confidential brief
Give ranges and category descriptions where exact details are unnecessary. Keep raw records, credentials and personal information out of an initial brief.
Verify the official form
Check the destination, privacy notice and required fields. Do not let an intake form’s broad wording expand the scope you intend to share.
What to record before deciding
Keep the written scope, official provider source, unresolved questions and the person responsible for each check. Treat a marketing claim as a claim until it is reflected in the agreement. A directory entry does not approve the transaction or establish your rights to share the records.