Understand the customer process
How is the work done today, where does delay occur and who is affected? Explore the problem before listing every feature. Ask for a concrete example when possible.
Clarify the decision path
The user, budget owner and approver may differ. Ask about selection criteria, participants, timing and technical assessment. Mark unknowns as assumptions rather than facts.
An agreed next step
Close with an action, owner and date: a scenario demo, data sample or scope discussion. Connect the proposed solution explicitly to the customer’s stated needs.