Running the first customer workshop.
A shared goal, a manageable use case and a concrete next step.
Preparation
Ask the customer to prepare a recurring workflow and typical materials. Invite those who perform the task and evaluate the outcome. Establish which information may be used in a demo.
Define the scope together
Describe the starting point, desired outcome and boundaries. Choose an initial workflow with clear responsibilities. Record open questions about data, connectors and approvals instead of replacing them with assumptions.
Finish with an actionable brief
Summarize the task, required context, acceptance criteria and contacts. Agree a time to evaluate the first result together. A small, traceable start creates a foundation for further applications.