Start with your communication needs
Describe your current platform, organization size, meeting patterns, and the problems you need to solve. Separate immediate needs from capabilities you may want later.
Review identity and ownership
Ask how users and tenants are resolved, how sessions expire or are revoked, and how access is enforced. Confirm your required administrative controls and identity integrations.
Discuss the content lifecycle
Set expectations for consent, recording, retention, publication, deletion, and access. Confirm which controls are available now and which remain planned.
Agree on the scope
Document required capabilities, integration responsibilities, deployment assumptions, commercial terms, and acceptance criteria. Do not treat a product-direction visual as a release commitment.