# Prepare a customer workshop agenda

Use case · Customer teams

Canonical page: https://datasdk.ai/use-cases/prepare-a-customer-workshop-agenda

Use website topics as questions to confirm during preparation.

## Who this helps

A workshop needs an agenda tied to verified customer priorities.

## How to use it

1. Review the workshop brief and account notes.
2. Check available company-level visits for related topics.
3. Ask the customer sponsor which topics belong on the agenda.

## Illustrative example

A reporting-page visit prompts a question about whether reporting should be included.

## What to check

Confirmed customer goals should take priority over inferred website interests.

## How Data SDK fits

Data SDK connects website visits with available company details worldwide, from startups to larger businesses. Coverage and fields vary. Start free trial opens an email request; terms are confirmed with the team. The full API is coming soon.

These are suggested workflows, not a list of built-in integrations. Use your own approved analytics, CRM, and research process where needed. Matches and fields vary. A company match does not identify a person or prove buying intent.

## Related reading

- [Account owner](https://datasdk.ai/glossary/account-owner): An account owner is the person or team responsible for a company relationship.
- [Account research](https://datasdk.ai/glossary/account-research): Account research gathers relevant facts about a business before a commercial decision or conversation.
- [Human review](https://datasdk.ai/glossary/human-review): Human review puts a person in the loop before a result is accepted or acted on.
- [Prepare for a customer review meeting](https://datasdk.ai/use-cases/prepare-for-a-customer-review-meeting): Bring relevant questions to the existing customer conversation.
- [Notice interest in another product line](https://datasdk.ai/use-cases/notice-interest-in-another-product-line): Find a topic worth discussing through the existing account relationship.
- [Prepare implementation support resources](https://datasdk.ai/use-cases/prepare-implementation-support-resources): Choose relevant setup material before the meeting.

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