Keep client work off the table at first

When a team is still learning a new tool, it's tempting to point it straight at the work clients actually see, since that's where the payoff feels biggest. I hold that line hard with every team I work with, because the tool always looks more ready than it is right up until it isn't. Resist that urge until the team has a few solid weeks of internal use behind them. Early mistakes are normal and cheap when they happen in a draft nobody outside the company sees, but the same mistake in front of a client can cost trust that takes a long time to rebuild. Let the team practice on internal notes, meeting summaries, or draft replies that a human reviews before anything goes out. Once the tool has proven itself on lower stakes work, moving it closer to clients feels like a natural next step instead of a risky leap. Slower here means safer later.

Try this today: make a short list of internal-only tasks your team can practice AI on this month, and agree as a group that client-facing work waits until after that.