Hi, I'd say the best way is to automate the process as much as you can, and optimize the onboarding and pricing:

1. Create a self-service version of the product, the simpler the better.

2. Figure out key actions the user need to take and see if you can automate it for him.

3. Add help videos on every page/section of the app

4. Make the pricing easy to get into or at least provide a long trial period, it'll make it easy to make the decision to test it.

5. Upload full tutorials/webinars to youtube for free and let people find out about the product and learn it themselves.

For personal use I'd recommend RescueTime, for team management I'd recommend TimeDoctor + integration with ClickUp (task management) and Slack (communication)

Hi, the answer to your question is yes, I recommend consulting with a lawyer and come up with a basic NDA & MNDA forms you'll sign with each expert you want to consult with before your session with them.