Start with the problem, not a predetermined solution.

The first conversation clarifies context, business impact, ownership and the evidence needed for a sound decision.

A few specific sentences about what is slowing the organization down, the business impact and what a better outcome would look like are enough. The conversation should end with a practical recommendation for the next move.

• Separate the visible symptom from the problem worth solving.
• Connect workflow, data, technology and the points where progress stalls.
• Identify who decides, who delivers and who will use the result.
• The next move can be an assessment, workshop, pilot or a scoped proposal.