Clear about three feet around the area, move valuables, find leftover paint if you have it, and mention any moisture or staining.
Clear space
Move furniture and wall items away from the patch.
Find the paint
Labels with color and sheen help touch-ups blend.
Check for moisture
Stains or softness suggest a leak that needs addressing first.
Expect steps
Patches can need drying time between coats; Nate will explain the plan.