
Product Discovery
- 353 installs
- 253 repo stars
- Updated August 4, 2026
- majiayu000/claude-arsenal
product-discovery is a Claude Code skill that runs early product discovery to clarify problems, users, hypotheses, and opportunity areas for developers before committing to scope, prototypes, or engineering work.
About
product-discovery is a skill from majiayu000/claude-arsenal that structures upfront product exploration inside agent sessions. It helps teams articulate the core problem, identify target users, draft testable hypotheses, and map opportunity areas before writing specs or code. Developers invoke it when a feature idea lacks validated user pain, when multiple problem framings compete, or when engineering starts too early without discovery artifacts. The skill produces discovery outputs—problem statements, user segments, hypothesis lists, and opportunity maps—that inform later validate-phase prototyping and build-phase scoping. Use product-discovery at project kickoff, greenfield SaaS ideation, or when stakeholders disagree on what problem is worth solving.
- Problem framing workshops
- User and market hypothesis lists
- Opportunity prioritization
- Assumption mapping
- Discovery brief outputs
Product Discovery by the numbers
- 353 all-time installs (skills.sh)
- Ranked #832 of 3,282 Productivity & Planning skills by installs in the Skillselion catalog
- Data as of Aug 5, 2026 (Skillselion catalog sync)
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| Installs | 353 |
|---|---|
| repo stars | ★ 253 |
| Last updated | August 4, 2026 |
| Repository | majiayu000/claude-arsenal ↗ |
How do you run early product discovery before coding?
Run early product discovery to clarify problems, users, hypotheses, and opportunity areas before committing to scope, prototypes, or engineering work.
Who is it for?
Developers or tech leads at project kickoff who need structured discovery before prototypes, specs, or sprint commitments.
Skip if: Mature products with validated requirements where the task is purely implementation or bug fixing.
When should I use this skill?
The user proposes a new product or feature without validated problems, users, or hypotheses and discovery must precede engineering.
What you get
Problem statements, user segment definitions, testable hypotheses, and prioritized opportunity area maps.
Files
Product Discovery
Core Principles
- Continuous Discovery — Weekly user conversations, not episodic research
- Outcome-Driven — Start with outcomes to achieve, not solutions to build
- Assumption Testing — Validate risky assumptions before committing resources
- Co-Creation — Build with customers, not just for them
- Data-Driven — Use evidence over intuition and stakeholder opinions
- Problem-First — Deeply understand the problem space before ideating solutions
---
Hard Rules (Must Follow)
These rules are mandatory. Violating them means the skill is not working correctly.
No Solution-First Thinking
Never start with a solution. Always define the problem and outcome first.
❌ FORBIDDEN:
"We should build a search bar for the product page"
"Let's add AI recommendations"
"Users need a mobile app"
✅ REQUIRED:
"Problem: Users can't find products (40% exit rate on catalog)
Outcome: Reduce exit rate to 20%
Possible solutions:
1. Search bar with filters
2. AI-powered recommendations
3. Better category navigation
4. Visual product browsing"Evidence-Based Decisions
Never assume user needs without evidence from real user research.
❌ FORBIDDEN:
- "Users probably want X" (assumption without data)
- "Our competitor has X, so we need it too" (copycat without validation)
- "The CEO thinks we should build X" (HiPPO without evidence)
- "It's obvious users need X" (intuition without validation)
✅ REQUIRED:
- "5 out of 8 interviewed users mentioned X as a pain point"
- "Analytics show 60% of users abandon at step 3"
- "Prototype test: 7/10 users completed task successfully"
- "Survey (n=500): 45% rated feature as 'must have'"Minimum Interview Threshold
Never validate a problem with fewer than 5 user interviews per segment.
❌ FORBIDDEN:
- "We talked to 2 users and they loved the idea"
- "One customer requested this feature"
- "Based on a quick chat with sales..."
✅ REQUIRED:
| Segment | Interviews | Key Finding |
|---------|------------|-------------|
| Power Users | 6 | 5/6 struggle with X |
| New Users | 5 | 4/5 drop off at onboarding |
| Churned | 5 | 3/5 cited missing feature Y |
Minimum per segment: 5 interviews
Confidence increases with more interviewsFalsifiable Assumptions
Every assumption must be testable and falsifiable with clear success criteria.
❌ FORBIDDEN:
- "Users will like the new design" (not falsifiable)
- "This will improve engagement" (no success criteria)
- "The feature will be useful" (vague)
✅ REQUIRED:
| Assumption | Test | Success Criteria | Result |
|------------|------|------------------|--------|
| Users will complete onboarding in new flow | Prototype test with 10 users | >70% completion | TBD |
| Users prefer visual search | A/B test | >10% lift in conversions | TBD |
| Price point is acceptable | Landing page test | >3% conversion | TBD |---
Quick Reference
When to Use What
| Scenario | Framework/Tool | Output |
|---|---|---|
| Validate product idea | Product Opportunity Assessment | Go/no-go decision |
| Size market opportunity | TAM/SAM/SOM | Market size estimates |
| Understand user needs | User Research (interviews, surveys) | User insights, pain points |
| Analyze competition | Competitive Analysis | Competitive landscape map |
| Discover user motivations | Jobs-to-be-Done (JTBD) | Job stories, outcomes |
| Prioritize features | Kano Model | Feature categorization |
| Define value proposition | Value Proposition Canvas | Value prop statement |
| Test product concept | Lean Startup / MVP | Validated learnings |
| Map opportunities | Opportunity Solution Tree | Prioritized opportunities |
---
Continuous Discovery Habits
The Product Trio
Discovery is led by three roles working together weekly:
Product Manager → Defines outcomes, owns roadmap
Designer → Explores solutions, tests usability
Engineer → Assesses feasibility, proposes technical solutionsWeekly Activities
## 1. Customer Interviews (Weekly)
- Schedule 3-5 interviews per week minimum
- Mix of current users, churned users, prospects
- Focus on understanding problems, not pitching solutions
- Record and share insights with team
## 2. Assumption Testing (Weekly)
- Identify riskiest assumptions about solutions
- Design quick tests (prototypes, landing pages, fake doors)
- Run experiments with real users
- Measure results against success criteria
## 3. Opportunity Mapping (Ongoing)
- Build opportunity solution tree
- Map customer needs to potential solutions
- Prioritize based on impact and feasibility
- Update as you learnDiscovery vs Delivery
Discovery (What to Build) Delivery (How to Build It)
├─ Customer interviews ├─ Sprint planning
├─ Prototype testing ├─ Development
├─ Assumption validation ├─ QA testing
├─ Market research ├─ Deployment
└─ Opportunity assessment └─ Post-launch monitoring
Key difference: Discovery reduces risk BEFORE committing to build---
Product Opportunity Assessment
Marty Cagan's 10 Questions
Before starting any product initiative, answer these questions:
## 1. Problem Definition
**What problem are we solving?**
- Be specific and measurable
- Validate it's a real problem (not assumed)
## 2. Target Market
**For whom are we solving this problem?**
- Define specific user segments
- Size the addressable market (TAM/SAM/SOM)
## 3. Opportunity Size
**How big is the opportunity?**
- Revenue potential
- User growth potential
- Strategic value
## 4. Success Metrics
**How will we measure success?**
- Leading indicators (usage, engagement)
- Lagging indicators (revenue, retention)
- Define targets upfront
## 5. Alternative Solutions
**What alternatives exist today?**
- Direct competitors
- Indirect solutions
- Current user workarounds
## 6. Our Advantage
**Why are we best suited to solve this?**
- Unique capabilities
- Market position
- Technical advantages
## 7. Strategic Fit
**Why now? Why us?**
- Market timing
- Strategic alignment
- Resource availability
## 8. Dependencies
**What do we need to succeed?**
- Technical dependencies
- Partnership requirements
- Regulatory considerations
## 9. Risks
**What could go wrong?**
- Market risk (will anyone want it?)
- Execution risk (can we build it?)
- Monetization risk (will they pay?)
## 10. Cost of Delay
**What happens if we don't build this?**
- Competitive disadvantage
- Lost revenue
- Market opportunity windowValue vs Effort Framework
Quick prioritization of opportunities:
High Value, Low Effort → Do First (Quick Wins)
High Value, High Effort → Plan Strategically (Big Bets)
Low Value, Low Effort → Do Later (Fill Gaps)
Low Value, High Effort → Don't Do (Money Pit)---
Discovery Methods
When to Use What Method
## Generative Research (What problems exist?)
Use when: Starting new product area, exploring unknown space
Methods:
- Ethnographic field studies
- Contextual inquiry
- Diary studies
- Open-ended interviews
## Evaluative Research (Does our solution work?)
Use when: Testing specific solutions, validating designs
Methods:
- Usability testing
- Prototype testing
- A/B testing
- Concept testing
## Quantitative Research (How much? How many?)
Use when: Need statistical validation, measuring impact
Methods:
- Surveys
- Analytics analysis
- A/B experiments
- Market sizing
## Qualitative Research (Why? How?)
Use when: Understanding motivations, uncovering insights
Methods:
- User interviews
- Focus groups
- Customer advisory boards
- User observationInterview Best Practices
## Preparation
- Define research goals and hypotheses
- Create interview guide (but stay flexible)
- Recruit right participants (6-8 per segment)
- Schedule 45-60 min sessions
## During Interview
✓ Ask open-ended questions ("Tell me about...")
✓ Follow up with "Why?" 5 times to get to root cause
✓ Listen more than talk (80/20 rule)
✓ Ask about past behavior, not future hypotheticals
✓ Look for workarounds and pain points
✓ Record and take notes
✗ Don't ask leading questions
✗ Don't pitch your solution
✗ Don't ask "Would you use X?" (people lie)
✗ Don't multi-task while interviewing
## Example Questions
- "Walk me through the last time you [did task]"
- "What's most frustrating about [current solution]?"
- "How are you solving this problem today?"
- "What would make [task] easier for you?"
- "Tell me more about that..."Survey Best Practices
## When to Survey
✓ Validate findings from qualitative research
✓ Measure satisfaction or sentiment at scale
✓ Prioritize features (Kano surveys)
✓ Segment users by behavior/needs
## Survey Design
- Keep it short (<10 min to complete)
- One question per screen on mobile
- Mix question types (multiple choice, scale, open-ended)
- Avoid leading or biased questions
- Test survey with 5 people before sending
## Question Types
- Multiple choice → Segmentation, categorization
- Likert scale (1-5) → Satisfaction, importance
- Open-ended → Qualitative insights
- Ranking → Prioritization
- NPS (0-10) → Loyalty measurement
## Distribution
- In-app surveys (high response, biased to engaged users)
- Email surveys (broader reach, lower response)
- Incentivize thoughtful responses ($10 gift card, early access)
- Follow up with interviews for interesting responses---
2025 Trends in Product Discovery
AI-Powered Research
## AI Tools for Discovery
- **Insight synthesis** — AI analyzes interview transcripts, identifies patterns
- **Synthetic personas** — AI-generated user proxies for rapid testing
- **Market intelligence** — AI tracks competitor moves, pricing changes
- **Survey analysis** — Automated sentiment analysis, theme extraction
- **Trend detection** — AI identifies emerging market trends early
## Examples
- Crayon → Competitive intelligence automation
- Glimpse → Trend detection from web data
- Delve AI → Automated persona creation
- Attest → AI-powered survey insights
- Quantilope → Machine learning research automation
## Best Practices
✓ Use AI to scale research, not replace human insight
✓ Validate AI findings with real user conversations
✓ Combine AI analysis with qualitative depth
✗ Don't rely solely on synthetic users
✗ Don't skip talking to real customersContinuous Discovery at Scale
## Modern Approach
- Discovery is embedded in every sprint, not a phase
- Weekly user touchpoints (interviews, tests, feedback)
- Rapid experimentation (dozens of tests running)
- Fast pivots based on evidence (days, not months)
## Team Structure
- Product trios own discovery for their area
- Centralized research team supports (tools, methods)
- Customer success shares feedback loop
- Data analysts provide quantitative insights
## Cadence
- Weekly: Customer interviews, prototype tests
- Bi-weekly: Opportunity review, assumption validation
- Monthly: Market analysis, competitive review
- Quarterly: Strategic discovery (new markets, big bets)---
Opportunity Solution Tree
What It Is
Visual framework for mapping the path from outcome to solution:
OUTCOME (Business goal)
|
┌────────┴────────┐
│ │
OPPORTUNITY 1 OPPORTUNITY 2
│ │
├─ Solution A ├─ Solution C
├─ Solution B └─ Solution D
└─ Solution CHow to Build One
## Step 1: Define Outcome
Start with measurable business outcome
Example: "Increase Day 30 retention from 20% to 30%"
## Step 2: Map Opportunities
Discover customer needs/pain points through research
Example: "Users don't understand core features"
## Step 3: Generate Solutions
For each opportunity, brainstorm multiple solutions
Example:
- Better onboarding tutorial
- In-app tooltips
- Interactive product tour
## Step 4: Test Assumptions
For each solution, identify riskiest assumption and test
Example: "Users will complete a 5-step tutorial"
Test: Build simple prototype, test with 10 users
## Step 5: Compare Solutions
Use evidence to choose best path forward
Build what tests validate, discard what failsBenefits
✓ Visualizes multiple paths to outcome
✓ Prevents jumping to first solution
✓ Encourages broad exploration before narrowing
✓ Documents why decisions were made
✓ Keeps team aligned on priorities---
Extended Reference
Detailed material starting at ## Integrating Discovery with Delivery has been moved to `reference/extended.md` to keep this skill concise. Load that reference when the task requires the moved examples, command catalogs, checklists, platform details, or implementation templates.
Competitive Analysis
Competitive Analysis Frameworks
Types of Competitors
## Direct Competitors
Same solution, same market, same customers
Example: Slack vs Microsoft Teams vs Discord (for work)
## Indirect Competitors
Different solution, same problem
Example: Email vs project management tools (both for team communication)
## Substitute Products
Solves problem in fundamentally different way
Example: Uber vs public transit vs bike sharing
## Potential Entrants
Not competing today, but could enter your market
Example: Apple entering search (potential threat to Google)---
Porter's Five Forces
Comprehensive framework for analyzing industry competition. See market-research.md for full details.
THREAT OF NEW ENTRANTS
↓
SUPPLIER POWER ← INDUSTRY → BUYER POWER
RIVALRY
↑
THREAT OF SUBSTITUTESUse when: Assessing industry attractiveness, strategic planning, investment decisions
---
Competitive Positioning Matrix
2x2 Matrix Framework
## Purpose
Visualize competitive landscape on two key dimensions
## Common Dimension Pairs
- Price (Low ← → High) × Features (Few ← → Many)
- Ease of Use (Simple ← → Complex) × Power (Basic ← → Advanced)
- Market Focus (SMB ← → Enterprise) × Specialization (General ← → Niche)
## Example: Project Management Tools
Many Features
↑
[Jira]
|
Simple ← [Trello] [Asana] [Monday.com] → Complex
|
[ClickUp]
↓
Few Features
## Insights
- Where are competitors clustered? (crowded space)
- Where are white spaces? (opportunity)
- How are we differentiated?
- Where should we move strategically?---
Feature Comparison Matrix
Detailed Feature Analysis
## Purpose
Compare specific capabilities across competitors
## Template
| Feature / Capability | Us | Competitor A | Competitor B | Competitor C |
|---------------------|-----|--------------|--------------|--------------|
| **Pricing** |
| Free tier | ✓ | ✓ | ✗ | ✓ |
| Paid tiers | $10, $20, $50 | $15, $30 | $25 | $12, $25 |
| **Core Features** |
| Real-time collaboration | ✓ | ✓ | ✓ | ✗ |
| Mobile apps | ✓ (iOS, Android) | ✓ (iOS only) | ✓ | ✗ |
| Integrations | 50+ | 100+ | 20 | 10 |
| API access | ✓ | ✓ (Enterprise only) | ✓ | ✗ |
| **Advanced** |
| AI features | ✓ | ✗ | ✓ | ✗ |
| Custom workflows | ✓ | ✓ | ✗ | ✗ |
| White-labeling | ✗ | ✓ (Enterprise) | ✗ | ✗ |
| **Support** |
| Email support | ✓ | ✓ | ✓ | ✓ |
| Chat support | ✓ | ✗ | ✓ | ✗ |
| Dedicated CSM | ✓ (Enterprise) | ✓ (Enterprise) | ✗ | ✗ |
| **Non-functional** |
| Uptime SLA | 99.9% | 99.95% | 99.5% | No SLA |
| SOC 2 certified | ✓ | ✓ | ✗ | ✗ |
| GDPR compliant | ✓ | ✓ | ✓ | ✗ |
## Color Coding
✓ Green = We win
✗ Red = We lose
≈ Yellow = Parity
## Analysis Questions
- Where do we lead?
- Where do we lag?
- Which features matter most to customers?
- What's our unique differentiation?---
Competitive Intelligence Gathering
What to Track
## Product
- Features and functionality
- User experience and design
- Technical architecture
- Performance and reliability
- Mobile apps and platforms
- Integrations and ecosystem
## Pricing
- Price points and tiers
- Discounting strategy
- Free trial length and limitations
- Annual vs monthly pricing
- Enterprise pricing model
## Marketing & Positioning
- Messaging and value proposition
- Target audience and personas
- Brand identity and voice
- Content strategy (blog, videos, podcasts)
- SEO keywords and rankings
- Ad spend and channels
## Sales & GTM
- Sales process (self-serve vs sales-led)
- Sales team size (LinkedIn employees)
- Channel partnerships
- Customer acquisition strategy
- Geographic expansion
## Customers
- Customer count and growth
- Key customer logos
- Customer reviews (G2, Capterra, TrustRadius)
- Case studies and testimonials
- Churn signals (LinkedIn "ex-employees")
## Funding & Business
- Funding rounds and amounts
- Valuation
- Revenue (if public or disclosed)
- Team size and growth
- Key hires (executives, senior engineers)
## Product Roadmap
- Job postings (what they're building)
- Beta features and announcements
- Conference talks and blog posts
- Changelog and release notesIntelligence Sources
## Primary Sources (Direct Observation)
### Product Analysis
- Sign up for competitor products (free trials)
- Use as customer would
- Document UX, features, performance
- Take screenshots and notes
### Customer Reviews
- G2, Capterra, TrustRadius
- App Store reviews (iOS, Android)
- Reddit, Product Hunt comments
- Twitter/social media sentiment
Look for:
- What customers love (strengths to match)
- What customers hate (weaknesses to exploit)
- Feature requests (unmet needs)
- Migration stories (why they switched)
### Customer Interviews
- Ask: "What else did you evaluate?"
- Why did they choose you over competitor?
- What almost made them choose competitor?
- What do they wish you had from competitor?
## Secondary Sources (Published Information)
### Company Information
- Company website (products, pricing, about)
- Investor presentations and earnings calls (public companies)
- SEC filings (10-K, 10-Q for public companies)
- Crunchbase (funding, valuation, employees)
- LinkedIn (team size, roles, employee backgrounds)
### Media & Content
- Press releases and news articles
- Blog posts and changelogs
- Conference presentations (YouTube)
- Podcasts with founders/executives
- Job postings (skills = technology, volume = priorities)
### Market Research
- Industry analyst reports (Gartner, Forrester)
- Market research firms (IDC, Statista)
- Trade publications
- Academic papers
## Monitoring Tools (2025)
### Competitive Intelligence Platforms
- **Crayon** — Tracks competitor websites, pricing, content, job postings
- Real-time alerts when competitors make changes
- Battlecards for sales team
- $$$
- **Klue** — Competitive enablement platform
- Aggregates competitive intel
- Distributes to sales teams
- $$-$$$
- **Kompyte** — Automated competitive tracking
- Monitors websites, ads, social media
- AI-powered insights
- $$
### DIY Monitoring
- **Google Alerts** — Free email alerts for keywords
- **BuiltWith** — Technology stack analysis
- **SimilarWeb** — Traffic estimates and sources
- **Ahrefs/SEMrush** — SEO, keywords, backlinks
- **Wayback Machine** — Historical website snapshots
- **RSS feeds** — Subscribe to competitor blogs/changelogs
### Social Listening
- **Mention** — Brand monitoring across web/social
- **Brand24** — Social media monitoring
- **Reddit search** — r/[industry] communities
- **Twitter/X** — Follow competitors, search mentions---
SWOT Analysis
Framework
SWOT = Strengths, Weaknesses, Opportunities, Threats
## Strengths (Internal, Positive)
What do we do well?
- Unique capabilities
- Competitive advantages
- Strong resources
- Market position
## Weaknesses (Internal, Negative)
What do we do poorly?
- Gaps in capabilities
- Resource constraints
- Negative customer feedback
- Areas competitors beat us
## Opportunities (External, Positive)
What external factors could we exploit?
- Market trends favoring us
- Competitor mistakes
- Regulatory changes
- Emerging technologies
## Threats (External, Negative)
What external factors could harm us?
- New competitors
- Market shifts
- Economic downturn
- Technology disruptionSWOT Template
# SWOT Analysis: [Product/Company]
**Date:** 2025-12-18
**Analyst:** [Name]
## Strengths
- ✓ Best-in-class AI features (unique differentiator)
- ✓ Strong enterprise customer base (40% of revenue)
- ✓ 99.99% uptime (better than competitors)
- ✓ Intuitive UX (4.8/5 on G2 vs 4.2 industry avg)
- ✓ Team has deep domain expertise (avg 10 years)
## Weaknesses
- ✗ Limited integrations (20 vs 100+ for competitors)
- ✗ No mobile app (major customer request)
- ✗ Pricing higher than competitors ($50/mo vs $30/mo)
- ✗ Weak brand awareness outside our niche
- ✗ Small sales team (5 AEs vs 50+ at competitor)
## Opportunities
- ⬆ AI adoption accelerating (plays to our strength)
- ⬆ New regulation requiring our type of solution
- ⬆ Competitor A raised prices (opening for us)
- ⬆ International expansion (Europe, APAC)
- ⬆ Partnership with complementary product
## Threats
- ⬇ Major competitor launched similar AI features
- ⬇ Open-source alternative gaining traction
- ⬇ Economic downturn reducing budgets
- ⬇ Apple/Google could enter our space
- ⬇ Customer acquisition costs rising (ads more expensive)
## Strategic Implications
### Leverage Strengths
- Double down on AI (our differentiator)
- Use enterprise customers for case studies/testimonials
- Emphasize reliability in marketing
### Address Weaknesses
- Prioritize mobile app (top request)
- Build top 10 integrations
- Introduce lower-priced tier for SMBs
- Invest in content marketing for awareness
### Pursue Opportunities
- Expand to Europe (GDPR compliance = strength)
- Partner with [Complementary Product]
- Create sales battlecard vs Competitor A pricing
### Mitigate Threats
- Accelerate AI roadmap (stay ahead)
- Highlight advantages vs open-source (support, security)
- Focus on retention to weather downturn
- Build moats (network effects, switching costs)---
Competitive Strategy Framework
Differentiation Strategies
## Cost Leadership
Be the cheapest option
Examples: Walmart, Ryanair, Canva
Pros:
✓ Clear value proposition
✓ Attracts price-sensitive customers
✓ Economies of scale
Cons:
✗ Race to the bottom
✗ Hard to sustain as company grows
✗ Vulnerable to even cheaper competitors
## Differentiation
Offer unique value that justifies premium price
Examples: Apple, Tesla, Superhuman
Differentiation types:
- Features (most powerful)
- UX (easiest to use)
- Support (best customer service)
- Brand (prestige, community)
- Performance (fastest, most reliable)
Pros:
✓ Higher margins
✓ Loyal customers
✓ Defensible position
Cons:
✗ Must continuously innovate
✗ Smaller addressable market
✗ Requires investment in R&D
## Focus/Niche
Specialize in specific segment
Examples: Shopify (e-commerce), Salesforce (CRM), Figma (design)
Pros:
✓ Deep domain expertise
✓ Less competition
✓ Loyal, engaged community
✓ Can charge premium
Cons:
✗ Limited market size
✗ Vulnerable to broader platforms entering niche
✗ Harder to scaleBlue Ocean Strategy
## Concept
Instead of competing in existing markets (red oceans),
create new market space (blue oceans)
## Framework: Value Innovation
Simultaneously pursue differentiation AND low cost
## Four Actions Framework
### Eliminate
What factors the industry takes for granted should be eliminated?
Example: Cirque du Soleil eliminated animals (expensive, controversial)
### Reduce
What factors should be reduced well below industry standard?
Example: Southwest eliminated seat selection, meals
### Raise
What factors should be raised well above industry standard?
Example: Cirque raised artistic production value
### Create
What factors should be created that industry never offered?
Example: Cirque created theme-based shows (vs traditional circus)
## Application to Product
### Example: Video Conferencing (Zoom)
Eliminate:
- Complex setup and configuration
- Need for IT support
- Expensive hardware
Reduce:
- Meeting room requirements
- Training time
Raise:
- Video quality
- Reliability (fewer dropped calls)
- Participant capacity
Create:
- Virtual backgrounds
- Waiting rooms
- One-click join
Result: Massive market expansion beyond enterprise to consumers---
Win/Loss Analysis
Purpose
Understand WHY you win and lose deals to competitors
Insights reveal:
- Your true differentiators (not what you think)
- Competitor strengths to address
- Product gaps to fill
- Pricing/packaging issuesProcess
## Step 1: Identify Opportunities
Track every deal where you competed against someone
Data to capture:
- Deal size
- Industry/segment
- Competitors evaluated
- Win or loss?
- Close reason
## Step 2: Interview Decision-Makers
Within 30 days of decision (while fresh)
Questions to ask:
- "What were your top priorities in a solution?"
- "What impressed you most about [our product]?"
- "What concerned you about [our product]?"
- "How did [competitor] compare?"
- "What was the deciding factor?"
- "What almost made you choose differently?"
For losses, ESPECIALLY important to interview!
## Step 3: Categorize Reasons
### Why We Win
- Better features/functionality
- Superior UX/ease of use
- Better pricing/value
- Stronger support/services
- Trust/brand
- Faster implementation
### Why We Lose
- Missing key features
- Higher price
- Poor UX
- Integration gaps
- Weak brand
- Sales experience
## Step 4: Quantify and Trend
Track over time:
- Win rate overall
- Win rate by competitor
- Win rate by segment
- Top 3 win reasons
- Top 3 loss reasons
Example metrics:
- Overall win rate: 35%
- Win rate vs Competitor A: 45%
- Win rate vs Competitor B: 25%
- Top loss reason: "Missing mobile app" (40% of losses)
## Step 5: Take Action
- Update roadmap (address top loss reasons)
- Update sales battlecards (emphasize win reasons)
- Adjust positioning (lean into differentiators)
- Consider pricing changesWin/Loss Template
# Win/Loss Interview: [Company Name]
**Date:** 2025-12-16
**Interviewee:** Jane Smith, VP Marketing
**Company Size:** 200 employees
**Industry:** B2B SaaS
**Deal Size:** $50,000/year
**Result:** ❌ LOSS (chose Competitor A)
**Competitors Evaluated:** Us, Competitor A, Competitor B
## Selection Criteria (Ranked)
1. Integration with Salesforce (Must-have)
2. AI-powered analytics
3. Ease of use
4. Price
5. Customer support
## What They Liked About Us
- "Your AI features were the most advanced"
- "Loved the UX, very intuitive"
- "Pricing was competitive"
## What Concerned Them
- "No native Salesforce integration (deal-breaker)"
- "Smaller company, worried about longevity"
- "Fewer customer references in our industry"
## Why They Chose Competitor A
- "Native Salesforce integration (our #1 requirement)"
- "Established brand, felt safer"
- "Had customers in our industry we could talk to"
## How Close Were We?
"If you had Salesforce integration, you would have won.
We preferred your product otherwise."
## Takeaways
- LOSS REASON: Missing Salesforce integration (must-have)
- DIFFERENTIATION: AI features, UX (we lead here)
- ACTION: Prioritize Salesforce integration on roadmap
- ACTION: Build more case studies in this industry---
Battlecards for Sales
Purpose
Equip sales team to compete effectively
Battlecards provide:
- Quick reference on competitor
- Our advantages vs theirs
- How to position against them
- Objection handlingBattlecard Template
# Battlecard: Competitor A
## Overview
**What they do:** Project management for teams
**Target market:** SMB to mid-market
**Pricing:** $15/user/month
**Strengths:** Easy to use, many integrations, strong brand
**Weaknesses:** Lacks advanced features, limited customization
---
## Our Advantages
### 1. AI-Powered Insights ✓
**Us:** Built-in AI suggests priorities, predicts delays
**Them:** No AI capabilities
**Message:** "We help you work smarter, not just organize tasks"
### 2. Advanced Customization ✓
**Us:** Custom fields, workflows, automations
**Them:** Limited to pre-built templates
**Message:** "Adapt the tool to your process, not vice versa"
### 3. Superior Reporting ✓
**Us:** Real-time dashboards, custom reports, exports
**Them:** Basic reports only
**Message:** "Visibility for stakeholders, not just task tracking"
---
## Their Advantages (How to Counter)
### 1. More Integrations (100+ vs our 20)
**Counter:** "We focus on deep integrations that matter (Slack, Salesforce, GitHub).
Our API lets you build any integration you need.
What integrations are must-haves for you?"
### 2. Lower Price ($15/user vs our $25/user)
**Counter:** "Our AI saves managers 5+ hours/week. At $50/hour salary, that's $250/week saved.
ROI pays for itself in days."
### 3. Bigger Brand
**Counter:** "True, they're well-known. But ask their users about [AI features, customization].
We're newer, which means we're building with modern tech and your needs in mind."
---
## Common Objections
### "We're already using Competitor A"
**Response:**
"That's great — they're a solid tool. What prompted you to look at alternatives?"
[Listen for pain points]
"We hear that a lot from customers who switched. The top reasons they moved to us were:
1) AI saves hours per week, 2) Advanced reporting for stakeholders, 3) Better ROI despite higher price.
Can I show you how [specific feature] would work for [their use case]?"
### "Competitor A has more integrations"
**Response:**
"Good point. Which integrations are critical for you?"
[Focus on integrations you HAVE]
"We support those! We prioritize deep, reliable integrations over long lists.
Plus, our API is robust — [Customer X] built their custom integration in a day."
---
## When to Position Against Them
- Deals with >50 users (our sweet spot)
- Teams that need customization
- Companies with technical resources (API integration)
## When NOT to Position
- Tiny teams (<10 users) → They'll choose cheaper option
- Non-technical users → Simplicity wins
- Companies with no budget → Not worth discount battle---
2025 Competitive Intelligence Trends
AI-Powered Competitive Tracking
## New Capabilities
- **Real-time monitoring:** AI alerts within minutes of competitor changes
- **Automated analysis:** AI synthesizes competitor moves into insights
- **Predictive:** AI predicts competitor roadmap from job postings, traffic patterns
- **Sentiment analysis:** AI tracks social media, review sentiment trends
## Tools
- Crayon (AI battlecard generation)
- Klue (AI competitive insights)
- Kompyte (automated tracking)
- ChatGPT (analyze public data, SEC filings)
## Best Practices
✓ Automate data collection, humanize analysis
✓ Focus on strategic insights, not just data
✓ Share insights cross-functionally (not just competitive intel silo)Continuous Competitive Monitoring
## Weekly
- Review competitor changelog/release notes
- Check review sites for new feedback trends
- Monitor social media mentions
- Track website changes (Crayon alerts)
## Monthly
- Update competitive feature matrix
- Review win/loss data
- Update sales battlecards
- Share competitive newsletter with team
## Quarterly
- Deep-dive competitive analysis
- SWOT update
- Porter's Five Forces refresh
- Strategic positioning review---
See Also
- market-research.md — Porter's Five Forces, TAM/SAM/SOM
- user-research.md — Customer interviews, surveys
- opportunity-frameworks.md — JTBD, Value Proposition Canvas
product-discovery Extended Reference
This file preserves detailed material moved out of SKILL.md for progressive disclosure. Load it only when the current task needs the specific examples, commands, templates, or checklists below.
Moved content starts at: ## Integrating Discovery with Delivery.
Integrating Discovery with Delivery
Discovery Kanban
## Discovery Board Columns
┌─────────────┬──────────────┬──────────────┬─────────────┐
│ OPPORTUNITIES│ ASSUMPTIONS │ EXPERIMENTS │ VALIDATED │
│ │ │ │ │
│ Customer │ Riskiest │ Running │ Ready to │
│ needs we've │ assumptions │ tests │ build │
│ identified │ to validate │ │ │
└─────────────┴──────────────┴──────────────┴─────────────┘
## Flow
1. Opportunities flow from research
2. Solutions generate assumptions to test
3. Experiments validate/invalidate assumptions
4. Validated solutions enter delivery backlogDefinition of Ready
Before moving from discovery to delivery:
## Discovery Checklist
- [ ] Customer problem validated (5+ interviews)
- [ ] Solution tested with prototype (10+ users)
- [ ] Success metrics defined and measurable
- [ ] Technical feasibility confirmed by engineering
- [ ] Business case approved (revenue/retention impact)
- [ ] Design mocks completed and tested
- [ ] Open questions resolved or explicitly acknowledged
- [ ] Story broken into shippable increments---
Common Anti-Patterns
What NOT to Do
## ✗ Solution-First Discovery
Starting with "We should build X" then finding evidence to support it
→ Instead: Start with outcome and problem, explore multiple solutions
## ✗ Episodic Research
Doing discovery as a phase, then stopping when development starts
→ Instead: Continuous weekly discovery throughout product lifecycle
## ✗ Confirmation Bias
Only talking to users who will validate your ideas
→ Instead: Seek disconfirming evidence, talk to churned users
## ✗ Fake Validation
Asking "Would you use this?" and trusting the answer
→ Instead: Test with realistic prototypes, measure actual behavior
## ✗ Analysis Paralysis
Endless research without ever shipping
→ Instead: Define upfront what evidence is "enough" to move forward
## ✗ Building for Everyone
Trying to solve for all users at once
→ Instead: Focus on specific segment, nail it, then expand
## ✗ Ignoring Weak Signals
Dismissing early negative feedback as "just a few users"
→ Instead: Treat complaints as early warning signs, investigate---
See Also
- reference/market-research.md — TAM/SAM/SOM, Porter's Five Forces
- reference/user-research.md — Interview guides, survey methods, ethnography
- reference/competitive-analysis.md — Competitive frameworks and analysis
- reference/opportunity-frameworks.md — JTBD, Kano, Value Proposition Canvas
- templates/discovery-template.md — Product discovery document template
Market Research
TAM/SAM/SOM Framework
Definitions
TAM (Total Addressable Market)
→ The total market demand for a product/service
→ Entire universe of potential customers
→ Assumes no limitations (geography, price, distribution)
SAM (Serviceable Available Market)
→ Segment of TAM you can realistically target and serve
→ Accounts for geography, pricing, distribution constraints
→ The portion accessible to your business
SOM (Serviceable Obtainable Market)
→ Portion of SAM you can realistically capture
→ Based on competition, marketing/sales capabilities, market saturation
→ Your actual near-term opportunity (1-3 years)Calculation Methods
Top-Down Approach
## Method
Start with industry reports and market research
Use third-party data (Gartner, Statista, IBISWorld)
Apply filters to narrow down
## Example: SaaS Project Management Tool
TAM = Global project management software market
= $7.5 billion (per Gartner 2025)
SAM = Enterprise segment in North America
= $7.5B × 40% (enterprise) × 30% (North America)
= $900 million
SOM = Market share we can capture in Year 3
= $900M × 3% (conservative market share)
= $27 million
## Pros & Cons
✓ Fast, uses existing research
✓ Good for board presentations
✗ Less credible to investors (hand-wavy)
✗ Ignores your specific go-to-marketBottom-Up Approach (Recommended)
## Method
Calculate from the ground up using real data
Start with addressable customers and revenue per customer
## Formula
Market Size = # of potential customers × Average annual revenue per customer
## Example: B2B Analytics Platform
TAM:
- Total companies with 50+ employees in target countries
- 2 million companies
- Average contract value: $10,000/year
- TAM = 2M × $10,000 = $20 billion
SAM:
- Companies in our verticals (SaaS, e-commerce, fintech)
- 400,000 companies
- SAM = 400K × $10,000 = $4 billion
SOM (Year 1-3):
- Realistic customers we can acquire with our GTM
- Year 1: 100 customers = $1M
- Year 2: 500 customers = $5M
- Year 3: 2,000 customers = $20M
## Pros & Cons
✓ More credible to investors
✓ Based on specific, realistic assumptions
✓ Ties to your actual GTM strategy
✗ Requires more research
✗ Harder to estimate early-stageCalculating SOM
## Method 1: Market Share
SOM = SAM × Expected market share
Example:
- SAM = $4 billion
- Expected market share in Year 3 = 0.5%
- SOM = $4B × 0.005 = $20 million
## Method 2: Bottoms-Up Sales Model
SOM = Sales capacity × Win rate × Deal size
Example:
- Sales team size: 10 AEs
- Deals per AE per year: 20
- Win rate: 25%
- Average deal size: $10,000
SOM = 10 × 20 × 0.25 × $10,000 = $500,000 (Year 1)
## Method 3: Customer Acquisition
SOM = Marketing spend / CAC × LTV
Example:
- Annual marketing budget: $500,000
- CAC: $5,000
- Customers acquired: 100
- ARPU: $10,000
- SOM = 100 × $10,000 = $1 millionBest Practices (2025)
## Update Regularly
- Review quarterly with new customer data
- Adjust when you get competitive intelligence
- Recalculate after pivots or new product launches
## Be Conservative
- Investors prefer realistic over optimistic
- Use conservative market share assumptions (2-5%, not 20%)
- Account for competition taking majority of market
## Show Your Work
- Document all assumptions clearly
- Cite sources for market size data
- Explain calculation methodology
- Show sensitivity analysis (best/base/worst case)
## TAM is Current, Not Future
- TAM is about current annual revenue opportunity
- Don't project where market will be in 10 years as TAM
- Use projections to support growth narrative, not as TAM itself
## Validate with Multiple Sources
- Cross-reference industry reports
- Interview customers about budget/spend
- Analyze competitor revenue (public companies)
- Survey target market about willingness to pay---
Porter's Five Forces
Overview
Framework for analyzing competitive intensity and industry profitability.
THREAT OF NEW ENTRANTS
↓
SUPPLIER POWER ← INDUSTRY → BUYER POWER
RIVALRY
↑
THREAT OF SUBSTITUTESThe Five Forces
1. Competitive Rivalry
Questions to Answer:
- How many competitors exist?
- How similar are their products?
- What's the industry growth rate?
- What are exit barriers?
High Rivalry Indicators:
• Many competitors of similar size
• Slow industry growth
• High fixed costs (must maintain volume)
• Low differentiation (commoditized)
• High exit barriers (expensive to shut down)Analysis Example: E-commerce
Rivalry: HIGH
- Amazon, Walmart, Target, and thousands of smaller players
- Low switching costs for customers
- Commoditized products
- Aggressive price competition
→ Impact: Low margins, need differentiation strategy2. Threat of New Entrants
Questions to Answer:
- How easy is it for new competitors to enter?
- What are the barriers to entry?
- Are there economies of scale?
- Is the market attractive to new entrants?
Barriers to Entry:
• Capital requirements (high = barrier)
• Economies of scale (incumbents have advantage)
• Brand loyalty (hard to overcome)
• Regulatory requirements (licenses, approvals)
• Access to distribution channels
• Proprietary technology/patents
• Network effects (more users = more valuable)Analysis Example: Social Media
Threat: LOW
- High barriers: network effects (Facebook, Instagram)
- Requires massive user base to be useful
- High customer acquisition costs
- Established brands with loyal users
→ Impact: Incumbents protected, focus on retention not acquisition3. Bargaining Power of Suppliers
Questions to Answer:
- How many suppliers exist?
- How unique are their products?
- What's the cost of switching suppliers?
- Could suppliers forward-integrate?
High Supplier Power Indicators:
• Few suppliers, many buyers
• Unique or differentiated inputs
• High switching costs
• Suppliers could sell directly to end customers
• No substitute inputs availableAnalysis Example: Smartphone Manufacturing
Supplier Power: MEDIUM-HIGH
- Limited chip suppliers (TSMC, Samsung, Intel)
- Specialized components (camera sensors, displays)
- High switching costs for new supplier qualification
→ Impact: Negotiate long-term contracts, diversify suppliers4. Bargaining Power of Buyers
Questions to Answer:
- How concentrated are buyers vs sellers?
- How price-sensitive are customers?
- How differentiated is the product?
- What are switching costs?
High Buyer Power Indicators:
• Few buyers, many sellers
• Buyers purchase in large volumes
• Products are standardized (commoditized)
• Low switching costs
• Buyers have full information (price transparency)
• Buyers could backward-integrate (make it themselves)Analysis Example: Enterprise SaaS
Buyer Power: MEDIUM
- Large enterprises have significant negotiating power
- Can switch vendors (though with some pain)
- Demand discounts for multi-year contracts
- Require extensive customization
→ Impact: Offer clear differentiation, focus on switching costs5. Threat of Substitutes
Questions to Answer:
- What alternative solutions exist?
- How do they compare on price/performance?
- What's the switching cost to substitutes?
- What are emerging technologies?
High Threat Indicators:
• Many substitute products available
• Substitutes offer better price/performance
• Low switching costs
• Substitutes from different industries (disruptive)Analysis Example: Taxi Services
Threat: HIGH
- Uber/Lyft disrupted traditional taxis
- Similar service, better UX, lower price
- Zero switching cost (just download app)
- Public transit, bikes, scooters also substitutes
→ Impact: Traditional taxis must innovate or exitApplying Porter's Five Forces
## Step 1: Analyze Each Force
Rate each force as Low, Medium, or High
Document evidence and examples
## Step 2: Assess Industry Attractiveness
- Many "High" forces = Unattractive industry (low profitability)
- Many "Low" forces = Attractive industry (high profitability)
## Step 3: Identify Strategic Implications
For each force, define:
- How it impacts your business
- Actions to mitigate threats
- Opportunities to exploit
## Step 4: Monitor Over Time
- Industry dynamics change (new tech, regulations)
- Update analysis quarterly or semi-annually
- Watch for inflection pointsPorter's Five Forces Template
# [Industry] Competitive Analysis
## 1. Competitive Rivalry: [HIGH/MEDIUM/LOW]
**Current State:**
- [# of competitors, market shares]
- [Product differentiation level]
- [Industry growth rate]
**Implications:**
- [Impact on pricing, margins]
- [Strategic response needed]
## 2. Threat of New Entrants: [HIGH/MEDIUM/LOW]
**Barriers to Entry:**
- Capital requirements: [HIGH/MEDIUM/LOW]
- Economies of scale: [HIGH/MEDIUM/LOW]
- Brand loyalty: [HIGH/MEDIUM/LOW]
- Regulatory: [HIGH/MEDIUM/LOW]
**Implications:**
- [How protected are incumbents?]
- [What to do to strengthen barriers?]
## 3. Supplier Bargaining Power: [HIGH/MEDIUM/LOW]
**Supplier Landscape:**
- [# of suppliers, concentration]
- [Switching costs]
- [Substitute inputs available?]
**Implications:**
- [Impact on costs, margins]
- [Supplier relationship strategy]
## 4. Buyer Bargaining Power: [HIGH/MEDIUM/LOW]
**Buyer Landscape:**
- [Buyer concentration vs seller]
- [Price sensitivity]
- [Switching costs]
**Implications:**
- [Pricing strategy]
- [How to reduce buyer power?]
## 5. Threat of Substitutes: [HIGH/MEDIUM/LOW]
**Substitute Products:**
- [What are they?]
- [How do they compare?]
- [Likelihood of customer switch?]
**Implications:**
- [Product positioning]
- [Innovation needed to stay ahead]
## Overall Industry Attractiveness: [HIGH/MEDIUM/LOW]
[Summary and strategic recommendations]---
2025 Market Research Trends
AI-Powered Market Intelligence
## Tools & Capabilities
- **Crayon** — Tracks competitor moves (pricing, launches, hiring)
- **Glimpse** — Detects emerging trends from web/social data
- **Market Insights AI** — Generates competitor analysis + TAM/SAM/SOM
- **Delve AI** — Market analysis, audience segmentation
## Use Cases
✓ Real-time competitive alerts
✓ Automated trend detection
✓ Faster market sizing (hours vs weeks)
✓ Sentiment analysis at scale
## Best Practices
- Combine AI analysis with human judgment
- Validate AI findings with primary research
- Use for breadth, supplement with depthContinuous Market Monitoring
## Modern Approach
Instead of annual market research reports:
- Real-time competitor tracking dashboards
- Weekly trend reports from AI tools
- Monthly customer advisory board meetings
- Quarterly deep-dive market analysis
## What to Track
- Competitor product launches
- Pricing changes
- Customer review sentiment
- Job postings (hiring trends)
- Web traffic patterns
- Social media buzz
- Funding announcementsPrivacy-First Research
## Compliance Requirements
- GDPR (Europe): Consent, right to deletion
- CCPA (California): Opt-out, data transparency
- Cookie policies: First-party data focus
## Best Practices
✓ Anonymize research data
✓ Get explicit consent for surveys
✓ Offer opt-out mechanisms
✓ Be transparent about data usage
✓ Store securely, delete when no longer needed
✗ Don't share PII with third parties
✗ Don't track without consent
✗ Don't keep data longer than necessary---
Market Research Methods
Primary Research
## Definition
Research YOU conduct directly with customers/prospects
## Methods
- Customer interviews (1-on-1, 45-60 min)
- Surveys (quantitative validation)
- Focus groups (6-10 people, moderated discussion)
- Field studies (observe customers in their environment)
- Usability testing (watch people use product/prototype)
## Pros & Cons
✓ Tailored to your specific questions
✓ Direct access to target customers
✓ Deep, nuanced insights
✗ Time-consuming
✗ Expensive (recruiting, incentives)
✗ Requires research expertiseSecondary Research
## Definition
Research conducted by others that you analyze
## Sources
- Industry reports (Gartner, Forrester, IDC)
- Government data (census, labor statistics)
- Academic research
- Competitor websites, investor presentations
- News articles, trade publications
- App store reviews, G2/Capterra reviews
## Pros & Cons
✓ Fast and cheap (often free)
✓ Broad market view
✓ Historical trends available
✗ Not tailored to your questions
✗ May be outdated
✗ Quality variesCompetitive Intelligence
## What to Track
- Product features and pricing
- Marketing messaging and positioning
- Customer reviews (what they love/hate)
- Funding and financial performance
- Team size and key hires
- Partnerships and integrations
- Media coverage and PR strategy
## Sources
- Competitor websites (Wayback Machine for history)
- Job postings (engineering stack, priorities)
- LinkedIn (team growth, employee sentiment)
- Product Hunt, G2, Capterra (customer reviews)
- Investor presentations, SEC filings (public companies)
- Customer interviews ("What else did you evaluate?")
## Competitive Matrix Template
| Feature/Capability | Us | Competitor A | Competitor B |
|--------------------|-----|--------------|--------------|
| Pricing | $X/mo | $Y/mo | $Z/mo |
| Key differentiator | [Ours] | [Theirs] | [Theirs] |
| Target segment | [Ours] | [Theirs] | [Theirs] |
| Strengths | [...] | [...] | [...] |
| Weaknesses | [...] | [...] | [...] |---
Market Sizing Examples
Example 1: B2B SaaS (Customer Support Software)
## Bottom-Up TAM
Target: Companies with 10-500 employees in US
- Total companies: 500,000 (US Census Bureau)
- Average price: $2,400/year ($200/mo)
- TAM = 500,000 × $2,400 = $1.2 billion
## SAM (Serviceable Available Market)
Focus: Tech companies with high support volume
- Tech companies (10-500 employees): 50,000
- SAM = 50,000 × $2,400 = $120 million
## SOM (Year 1-3 Target)
Realistic capture based on sales capacity
- Year 1: 50 customers = $120,000
- Year 2: 200 customers = $480,000
- Year 3: 500 customers = $1.2 million
- 3-year SOM = $1.8 millionExample 2: B2C Mobile App (Fitness)
## Bottom-Up TAM
Target: Smartphone users interested in fitness (Global)
- Smartphone users globally: 6.8 billion
- % interested in fitness: 30% = 2 billion
- Average subscription: $10/month = $120/year
- TAM = 2B × $120 = $240 billion
## SAM (Serviceable Available Market)
Focus: English-speaking, iOS users in US/UK/Canada/Australia
- English-speaking iOS users in target countries: 150 million
- SAM = 150M × $120 = $18 billion
## SOM (Year 1-3)
Based on conversion funnel and marketing spend
- App installs Year 1: 100,000
- Conversion to paid: 5% = 5,000
- SOM Year 1 = 5,000 × $120 = $600,000
- Year 3 target: 50,000 paid users = $6 million---
See Also
- competitive-analysis.md — Deep dive on competitive frameworks
- user-research.md — Primary research methods
- opportunity-frameworks.md — JTBD, Kano, Value Prop Canvas
Opportunity Frameworks
Jobs-to-be-Done (JTBD)
Core Concept
"People don't buy products, they hire them to do jobs."
— Clayton Christensen
JTBD shifts focus from:
- WHO the customer is (demographics, personas)
- WHAT they bought (product features)
To:
- WHY they bought it (the job they needed done)
- WHAT progress they wanted to makeThe Job Statement
## Format
When [situation],
I want to [motivation],
So I can [expected outcome].
## Example: Milkshake Story
When I have a long, boring commute,
I want to stay alert and kill time,
So I can arrive at work ready for the day.
(NOT: "I want a thick, chocolate milkshake")
## Another Example: CRM Software
When I'm managing a sales team,
I want to know which deals are at risk,
So I can intervene before we lose revenue.
(NOT: "I want sales analytics dashboards")Types of Jobs
## Functional Jobs
The practical tasks users want to accomplish
Examples:
- "Transport myself to work"
- "Communicate with my team"
- "Track project progress"
## Emotional Jobs
How users want to feel
Examples:
- "Feel confident in my decision"
- "Reduce anxiety about missing deadlines"
- "Look professional to my boss"
## Social Jobs
How users want to be perceived
Examples:
- "Be seen as innovative"
- "Demonstrate leadership to peers"
- "Maintain status in my community"
Great products address all three!
Example: Peloton
- Functional: Get a cardio workout
- Emotional: Feel motivated and accomplished
- Social: Join a fitness communityJTBD Research Process
## Step 1: Identify the Job
Ask customers:
- "Walk me through the last time you [hired this product]"
- "What were you trying to accomplish?"
- "What else did you try before this?"
- "What would have to happen for you to stop using this?"
Look for:
- The situation/context that triggered the need
- Alternatives they considered
- The outcome they wanted
## Step 2: Understand the Struggle
Ask about the "push" and "pull":
- Push: What's broken about current solution?
- Pull: What attracted you to new solution?
- Anxiety: What worries you about switching?
- Habit: What makes you stick with current solution?
## Forces Diagram
PULL (New Solution)
↓
Old Solution → → → New Solution
↑
PUSH (Problems)
ANXIETY ← ← ← ← → → → → HABIT
(Fears about new) (Comfort with old)
## Step 3: Define Success Criteria
Ask:
- "How do you know when the job is done well?"
- "What would make this 10x better?"
- "What's the difference between acceptable and great?"
## Step 4: Map Job Story
When [situation],
I want to [motivation],
So I can [expected outcome].
Success looks like: [measurable outcome]Jobs-to-be-Done Interview Script
# JTBD Interview Guide
## Opening (5 min)
"Thanks for joining! I'm researching how people [solve problem/use product].
I'd love to hear your story. There are no wrong answers — just want to learn."
## First Thought (Story Trigger)
"Think back to when you first realized you needed [product category].
Walk me through that moment."
Listen for:
- What triggered the need?
- What was the context?
## The Struggle
"Before you found [current solution], what were you doing?"
"What wasn't working about that?"
"What made you decide to look for something better?"
## Evaluation
"What alternatives did you consider?"
"How did you evaluate them?"
"What almost made you choose [alternative]?"
"What ultimately made you choose [solution]?"
## Experience
"Walk me through the first time you used [solution]."
"What surprised you?"
"When did you know it was working (or not)?"
## Outcomes
"How has [solution] changed things for you?"
"What does success look like?"
"What would make you switch to something else?"
## Closing
"Is there anything I should have asked but didn't?"Applying JTBD
## Use Cases
### 1. Product Positioning
Frame messaging around the job, not features
❌ "We have AI-powered analytics"
✓ "Spot at-risk deals before you lose revenue"
### 2. Feature Prioritization
Evaluate features by how well they help complete the job
Question: "Does this feature help users complete the job better/faster?"
### 3. Market Segmentation
Segment by job, not demographics
Example: Dropbox users by job:
- Job 1: Backup my files (safety/security)
- Job 2: Share files with team (collaboration)
- Job 3: Access files anywhere (convenience)
Different jobs = different messaging, features, pricing
### 4. Innovation
Find underserved jobs where current solutions fall short
Look for:
- Jobs people are "overserved" on (too complex, too expensive)
- Jobs people are "underserved" on (current solutions inadequate)
- Jobs people are cobbling together workarounds forJTBD Example: Project Management
## The Job
When I'm managing a cross-functional project,
I want to keep everyone aligned on priorities,
So I can ship on time without constant status meetings.
## Success Criteria
- Everyone knows what to work on next
- Blockers surface before they delay timeline
- Stakeholders have visibility without asking for updates
- Spend <2 hours/week on coordination
## Current Solutions & Gaps
### Email
✓ Everyone has it
✗ Information gets buried
✗ No clear priorities
✗ Hard to track status
### Spreadsheets
✓ Flexible
✗ No notifications
✗ Hard to update
✗ Version control issues
### Traditional PM Tools
✓ Task tracking
✗ Too complex for casual users
✗ Requires training
✗ Becomes a chore to update
## Opportunity
Build tool that:
- Surfaces priorities automatically (AI)
- Updates with minimal friction (Slack integration)
- Keeps stakeholders informed (auto-generated status)
- Simple enough anyone can use (no training)
→ Job gets done better with less effort---
Kano Model
Overview
Categorizes features by how they impact customer satisfaction
Three core categories:
- **Basic Needs** (Must-haves)
- **Performance Needs** (More is better)
- **Delighters** (Unexpected wow)
Plus two others:
- **Indifferent** (Customers don't care)
- **Reverse** (Actually makes it worse!)The Kano Categories
## 1. Basic Needs (Must-Haves, Threshold)
**Characteristics:**
- Customers assume you have them
- Absence = dissatisfaction
- Presence = neutral (expected)
**Examples:**
- Website loads
- Checkout works
- Password reset exists
- Product does what it claims
**Strategy:** Get these right, then move on
Don't over-invest — no competitive advantage
---
## 2. Performance Needs (Satisfiers, Linear)
**Characteristics:**
- More is better (linear relationship)
- Absence = some dissatisfaction
- Presence = proportional satisfaction
**Examples:**
- Page load speed (faster = better)
- Battery life (longer = better)
- Storage space (more = better)
- Number of integrations
**Strategy:** Core competitive differentiators
Invest to outperform competitors
---
## 3. Delighters (Exciters, Attractive)
**Characteristics:**
- Customers don't expect them
- Absence = neutral (not expected)
- Presence = delight, wow factor
**Examples:**
- Free shipping (when unexpected)
- Personalized recommendations
- Anticipatory features ("you might need this")
- Easter eggs and surprises
**Strategy:** Create memorable experiences
Build brand loyalty and word-of-mouth
⚠️ Warning: Delighters become Performance over time!
Example: Smartphone cameras were delighters, now expected
---
## 4. Indifferent
**Characteristics:**
- Customers don't care either way
- No impact on satisfaction
**Examples:**
- Features no one uses
- Over-engineered solutions
- "Cool tech" with no user value
**Strategy:** Don't build! Waste of resources
---
## 5. Reverse
**Characteristics:**
- Presence = dissatisfaction
- Customers actively don't want it
**Examples:**
- Forced video autoplay (annoys users)
- Too many notifications
- Overly complex UI
- Invasive data collection
**Strategy:** Remove if you have them!Conducting Kano Research
## The Kano Survey
For each feature, ask TWO questions:
### Functional (Feature Present)
"How would you feel if [product] HAD [feature]?"
Response options:
1. I like it
2. I expect it
3. I'm neutral
4. I can tolerate it
5. I dislike it
### Dysfunctional (Feature Absent)
"How would you feel if [product] DIDN'T have [feature]?"
Response options:
1. I like it
2. I expect it
3. I'm neutral
4. I can tolerate it
5. I dislike it
## Example: Mobile App Feature
**Functional:**
"How would you feel if our app HAD offline mode?"
→ User: "I like it"
**Dysfunctional:**
"How would you feel if our app DIDN'T have offline mode?"
→ User: "I can tolerate it"
Cross-reference → **Performance** feature
(Nice to have, adds satisfaction, not critical)Kano Evaluation Table
## Categorization Matrix
Cross-reference Functional and Dysfunctional answers:
| | **Dysfunctional** | Like | Expect | Neutral | Tolerate | Dislike |
|--------------------|-------------------|------|--------|---------|----------|---------|
| **Functional** | | | | | | |
| **Like** | | Q | A | A | A | P |
| **Expect** | | R | I | I | I | M |
| **Neutral** | | R | I | I | I | M |
| **Tolerate** | | R | I | I | I | M |
| **Dislike** | | R | R | R | R | Q |
Legend:
- **M** = Must-have (Basic Need)
- **P** = Performance
- **A** = Attractive (Delighter)
- **I** = Indifferent
- **R** = Reverse
- **Q** = Questionable (inconsistent, re-ask)
## Determining Overall Category
If 100 respondents:
- 60% → Performance
- 25% → Attractive
- 10% → Indifferent
- 5% → Must-have
**Result:** Performance feature (majority vote)Kano Prioritization
## Priority Order
1. **Must-Haves (M)** — Build FIRST
Without these, product fails
Get them done well, then move on
2. **Performance (P)** — Core differentiators
Invest to beat competitors
These drive purchase decisions
3. **Delighters (A)** — If time/resources allow
Create memorable experience
Generate word-of-mouth
4. **Indifferent (I)** — Don't build
Waste of resources
5. **Reverse (R)** — Remove!
Actively harming satisfaction
## Balancing the Mix
❌ Don't: Only must-haves (boring, no differentiation)
❌ Don't: Only delighters (ignores basics, frustrates users)
✓ Do: Cover must-haves, compete on performance, sprinkle delighters
Example Mix:
- 40% Must-haves (foundation)
- 40% Performance (differentiation)
- 20% Delighters (wow factor)Kano Over Time
## Features Migrate Over Time
Delighter → Performance → Must-have
Examples:
- **2007:** Smartphone touchscreen (Delighter)
- **2010:** Smartphone touchscreen (Performance — better = more sales)
- **2015:** Smartphone touchscreen (Must-have — expected)
- **2005:** Free shipping (Delighter)
- **2010:** Free shipping (Performance)
- **2020:** Free shipping (Must-have — Amazon effect)
## Implications
- Re-run Kano surveys every 1-2 years
- Yesterday's delighters are today's basics
- Must continuously innovate on new delighters
- Don't rest on past innovationKano Example: Email Client
# Kano Analysis: Email Features
## Must-Haves (M)
- Send/receive email
- Attachment support
- Search inbox
- Spam filtering
- Mobile access
**Strategy:** Ensure these work flawlessly, 99.9% uptime
## Performance (P)
- Search speed (faster = better)
- Storage space (more = better)
- Number of filters/rules
- Organization features (labels, folders)
- Sync speed across devices
**Strategy:** Compete on speed (instant search), storage (unlimited)
## Delighters (A)
- AI-suggested replies (Gmail Smart Compose)
- Schedule send (send later)
- Snooze email
- Read receipts
- Undo send (30 sec window)
**Strategy:** Focus on AI features (modern, differentiated)
## Indifferent (I)
- Custom fonts (users don't care)
- Theme colors (low priority)
- Email effects (confetti, etc.)
**Strategy:** Don't invest engineering time
## Reverse (R)
- Auto-reply to all emails (annoying)
- Mandatory email signatures (restrictive)
- Pop-up notifications for every email (overwhelming)
**Strategy:** Keep notifications minimal, user-controlled---
Value Proposition Canvas
Overview
Created by: Alex Osterwalder (Strategyzer)
From book: "Value Proposition Design"
Purpose: Ensure your product creates value customers actually want
Two sides:
1. Customer Profile (right side)
2. Value Map (left side)
Goal: Achieve "fit" where value map addresses customer profileCustomer Profile (Right Side)
## 1. Customer Jobs
What customers are trying to accomplish
Types:
- **Functional jobs** — Tasks to complete
- **Social jobs** — How they want to be perceived
- **Emotional jobs** — How they want to feel
Examples:
- "Get project status updates" (functional)
- "Look organized to my boss" (social)
- "Reduce stress about deadlines" (emotional)
---
## 2. Pains
Negative experiences, risks, obstacles
Types:
- **Undesired outcomes** — Results they want to avoid
- **Obstacles** — What prevents them from doing job
- **Risks** — What could go wrong
Examples:
- "Spend 5 hours/week in status meetings"
- "Information scattered across 5 tools"
- "Don't know which tasks are blocked"
- "Miss deadlines due to lack of visibility"
Prioritize by severity (extreme, moderate, slight)
---
## 3. Gains
Positive outcomes, benefits
Types:
- **Required** — Must-haves
- **Expected** — Assume you have them
- **Desired** — Would love to have
- **Unexpected** — Would delight them
Examples:
- "Save time on status updates"
- "Catch blockers early"
- "Stakeholders have visibility without asking"
- "Predictive alerts for risks"
Prioritize by importance (essential, nice-to-have)Value Map (Left Side)
## 1. Products & Services
What you offer (list of features, services)
Examples:
- Task management app
- Real-time collaboration
- Mobile apps
- Integrations
- API access
- Customer support
---
## 2. Pain Relievers
How you address customer pains
Match each pain reliever to a specific pain:
- "Auto-generated status updates" → Reduces meeting time
- "Unified dashboard" → No more tool-switching
- "Blocker detection" → Surfaces blocked tasks
- "Timeline tracking" → Prevents missed deadlines
---
## 3. Gain Creators
How you create customer gains
Match each gain creator to a specific gain:
- "Slack integration" → Saves time (updates in Slack)
- "Predictive alerts" → Catches risks early
- "Read-only dashboards" → Stakeholder visibility
- "AI prioritization" → Surfaces what's urgentAchieving "Fit"
## Value Proposition Fit
Occurs when:
- Pain relievers address most important pains
- Gain creators deliver most important gains
- Customers care about your products/services
## How to Assess Fit
Good fit = 50-70% of top pains/gains addressed
Example:
- Customer has 10 pains
- You address 6 of them, including top 3
- → Good fit!
Poor fit:
- You address pains/gains they don't care about
- You miss their most important needs
## Validation
Test fit by:
1. Customer interviews (do they care about your solutions?)
2. Prototype testing (do they use the features?)
3. Willingness to pay (will they buy it?)
4. Actual usage (do they stick with it?)Value Proposition Canvas Template
# Value Proposition Canvas
## Customer Profile
### Customer Jobs
- [ ] Manage cross-functional projects
- [ ] Keep team aligned on priorities
- [ ] Report status to stakeholders
- [ ] Identify and resolve blockers
### Customer Pains (Prioritized)
- 🔴 Spend 5 hrs/week in status meetings
- 🔴 Don't know which tasks are blocked
- 🟡 Information scattered across 5 tools
- 🟡 Miss deadlines due to lack of visibility
- ⚪ Hard to track who's working on what
### Customer Gains (Prioritized)
- 🔴 Save time on coordination
- 🔴 Catch blockers early
- 🟡 Stakeholders have visibility without meetings
- 🟡 Know what to prioritize each day
- ⚪ Feel confident we'll hit deadlines
---
## Value Map
### Products & Services
- Project management software
- Real-time collaboration
- Mobile apps (iOS, Android)
- Slack/Teams integration
- API access
- Email/chat support
### Pain Relievers
- ✓ Auto-generated status updates → Eliminates status meetings
- ✓ Blocker detection alerts → Surfaces blocked tasks immediately
- ✓ Unified dashboard → Single source of truth
- ✓ Timeline tracking → Prevents missed deadlines
- ✓ Activity feed → See who's working on what
### Gain Creators
- ✓ Slack integration → Get updates where you work
- ✓ AI prioritization → Know what's urgent
- ✓ Read-only dashboards → Stakeholder self-service
- ✓ Predictive alerts → Catch risks before they're problems
- ✓ Time estimates → Confidence in timelines
---
## Fit Assessment
### Top Pains Addressed
- ✅ Status meeting time (auto-updates)
- ✅ Blocked tasks (detection + alerts)
- ✅ Scattered info (unified dashboard)
- ✅ Missed deadlines (timeline tracking)
**Fit Score:** 4/5 top pains addressed ✓
### Top Gains Delivered
- ✅ Save time (Slack integration, auto-updates)
- ✅ Catch blockers (predictive alerts)
- ✅ Stakeholder visibility (dashboards)
- ✅ Prioritization (AI suggestions)
**Fit Score:** 4/4 top gains delivered ✓
**Overall:** STRONG FIT — addresses most critical needsUsing Value Prop Canvas
## When to Use
### 1. New Product Idea
Map customer needs before building anything
Validate fit with interviews
Avoid building what no one wants
### 2. Messaging & Positioning
Translate canvas into marketing copy
Lead with top pain relievers and gain creators
Example:
"Stop wasting 5 hours/week in status meetings.
Get auto-generated updates in Slack."
### 3. Prioritization
Features that address top pains/gains = highest priority
Features for low-priority needs = defer
### 4. Sales
Discover prospect's top pains in discovery call
Match to your pain relievers
Close by showing fit
## Common Mistakes
❌ Starting with products (inside-out thinking)
✓ Start with customer jobs, pains, gains (outside-in)
❌ Listing features without connecting to pains/gains
✓ Every feature must map to customer need
❌ Guessing customer needs
✓ Validate with customer interviews
❌ Trying to address ALL pains/gains
✓ Focus on top 3-5 (you can't solve everything)---
Opportunity Solution Tree
Overview
Framework by Teresa Torres (Continuous Discovery Habits)
Purpose: Visualize path from outcome to solution
Structure:
OUTCOME
|
OPPORTUNITIES
|
SOLUTIONS
|
EXPERIMENTSBuilding the Tree
## Step 1: Define Outcome
Start with measurable business outcome
Good outcomes:
- "Increase Day 30 retention from 20% to 30%"
- "Reduce time-to-value from 7 days to 24 hours"
- "Grow MRR by $100k in Q1"
Bad outcomes:
- "Launch new feature" (output, not outcome)
- "Improve user experience" (vague, not measurable)
---
## Step 2: Discover Opportunities
Conduct user research to find customer needs/pain points
Opportunities = problems to solve, not solutions
Examples:
- "Users don't understand core features" (opportunity)
- "Users forget to come back after signup" (opportunity)
NOT:
- "Build onboarding tutorial" (solution, not opportunity)
Use interviews, surveys, analytics to discover
---
## Step 3: Generate Solutions
For each opportunity, brainstorm multiple solutions
Opportunity: "Users don't understand core features"
Solutions:
- Interactive product tour
- Video tutorials
- In-app tooltips
- Live onboarding call
- AI chatbot guide
Goal: Explore widely before committing
---
## Step 4: Test Assumptions
For each solution, identify riskiest assumption
Solution: "Interactive product tour"
Assumption: "Users will complete 5-step tour"
Design experiment to test:
- Build simple prototype (5 screens)
- Test with 10 users
- Measure: Completion rate, time, feedback
Compare solutions based on evidence
Build what tests validateExample Opportunity Solution Tree
# Outcome: Increase Day 30 Retention (20% → 30%)
## Opportunity 1: Users don't understand core features
├─ Solution A: Interactive onboarding tour
│ └─ Experiment: Test 5-step prototype with 10 users
│ Result: 8/10 completed, 2 confused at step 3
│ Insight: Simplify to 3 steps, revise step 3
│
├─ Solution B: In-app tooltips on first use
│ └─ Experiment: A/B test tooltips vs control
│ Result: +15% feature adoption, -5% completion (annoying)
│ Insight: Use tooltips sparingly, dismiss-able
│
└─ Solution C: Video tutorials library
└─ Experiment: Record 3 videos, track views
Result: 5% of users watched, low engagement
Insight: Users don't want to watch videos (defer)
**Winner: Solution A (onboarding tour) + Solution B (minimal tooltips)**
---
## Opportunity 2: Users forget to return after signup
├─ Solution A: Email drip campaign (Day 1, 3, 7)
│ └─ Experiment: Send to 100 users, track open/click/return
│ Result: 40% open, 15% return → +10% retention
│ Insight: Works! Optimize content
│
├─ Solution B: Push notifications (mobile)
│ └─ Experiment: Enable for 50 users, measure return rate
│ Result: 20% opted out, 10% returned
│ Insight: Too aggressive, users annoyed
│
└─ Solution C: Calendar integration (add to calendar)
└─ Experiment: Offer calendar add during onboarding
Result: 5% used it, neutral impact
Insight: Low adoption, deprioritize
**Winner: Solution A (email drip)**
---
## Opportunity 3: Users don't see value in first session
├─ Solution A: Reduce time-to-value (1-click setup)
├─ Solution B: Pre-populate with sample data
└─ Solution C: Personal onboarding call
(Testing in progress...)
---
## Prioritization
1. Build onboarding tour (validated, high impact)
2. Launch email drip (validated, medium effort)
3. Test value-in-first-session solutions
4. Iterate on tooltips (validated but needs refinement)Benefits of Opportunity Solution Trees
✓ Forces exploration before convergence
→ Generate many solutions per opportunity
→ Avoid "first idea" bias
✓ Makes discovery visual
→ Entire team sees options
→ Easy to discuss and align
✓ Connects solutions to outcomes
→ Everything traces back to business goal
→ Avoid "cool feature" trap
✓ Documents decisions
→ Why we chose solution A over B
→ What we learned from experiments
✓ Enables parallel testing
→ Test multiple solutions simultaneously
→ Faster learning---
Lean Startup & MVP
Build-Measure-Learn Loop
BUILD
↓
(Product)
↓
MEASURE
↓
(Data)
↓
LEARN
↓
(Insights)
↓
[Repeat]
Key: Minimize time through loop
Fastest learning winsMinimum Viable Product (MVP)
## Definition
Smallest version of product that:
1. Delivers core value to users
2. Generates validated learning
3. Can be built quickly (weeks, not months)
## MVP is NOT
❌ Alpha/beta version with all features
❌ Buggy, low-quality product
❌ First release (MVP informs first release)
## MVP IS
✓ Minimum feature set to test riskiest assumption
✓ High enough quality to get real feedback
✓ Learning tool, not final product
## Example: Dropbox MVP
Instead of building full product:
- Made 3-minute video showing concept
- Posted on Hacker News
- Measured signups for beta (5,000 → 75,000 overnight)
- Learned: Demand exists, proceed to build
## Example: Zappos MVP
Instead of building inventory system:
- Took photos of shoes at local stores
- Posted on simple website
- When order came in, bought shoe and shipped it
- Learned: People will buy shoes online, scale from thereTypes of MVPs
## 1. Landing Page MVP
Test demand before building
Elements:
- Value proposition
- How it works
- Call-to-action (email signup, pre-order)
Measure: Conversion rate, signup volume
Tools: Carrd, Webflow, Unbounce
---
## 2. Concierge MVP
Manually deliver service to learn before automating
Example: Food recommendation app
- Don't build algorithm yet
- Manually curate recommendations for 10 users
- Learn what makes good recommendations
- Then build algorithm
---
## 3. Wizard of Oz MVP
Appear automated, but manual behind scenes
Example: AI chatbot
- Build chat interface
- Human answers questions (pretending to be AI)
- Learn what questions users ask
- Train AI on real conversations
---
## 4. Prototype MVP
Non-functional mockup to test concept
Types:
- Clickable prototype (Figma, InVision)
- Video demo (Dropbox)
- Wireframe walkthrough
Use for: Usability testing, concept validation
---
## 5. Single-Feature MVP
One core feature, nothing else
Example: Instagram (2010)
- Only photo filters + sharing
- No comments, no direct messages, no stories
- Validated core value proposition first
---
## 6. Piecemeal MVP
Cobble together existing tools
Example: Groupon MVP
- WordPress blog
- PDF vouchers emailed manually
- Validated demand before building platformMVP Validation Criteria
## Before Building
Define what you need to learn:
- "Will users sign up?"
- "Will they complete onboarding?"
- "Will they use core feature weekly?"
- "Will they pay?"
## Success Metrics
Set thresholds upfront:
- "If 20% of signups activate → proceed"
- "If 50% retention Day 7 → proceed"
- "If 10% convert to paid → proceed"
## Timeline
- 2-4 weeks to build (not months!)
- 2-4 weeks to test
- Clear go/no-go decision point
## Pivots
If metrics don't hit threshold:
- Pivot: Change direction based on learning
- Persevere: Keep going, iteration needed
- Kill: Abandon, not viable
Examples:
- Instagram pivoted from Burbn (location app)
- Slack pivoted from gaming company
- Twitter pivoted from podcasting platform---
See Also
- market-research.md — TAM/SAM/SOM, Porter's Five Forces
- user-research.md — Research methods, interviews, surveys
- competitive-analysis.md — Competitive frameworks
User Research
Research Methods Overview
Qualitative vs Quantitative
## Qualitative Research
**Purpose:** Understand WHY and HOW
**Output:** Insights, themes, motivations
**Sample Size:** Small (5-15 per segment)
**Methods:** Interviews, observations, ethnography
When to use:
- Exploratory research (new problem space)
- Understanding user motivations
- Discovering unarticulated needs
- Generating hypotheses to test
## Quantitative Research
**Purpose:** Measure WHAT, HOW MUCH, HOW MANY
**Output:** Numbers, statistics, percentages
**Sample Size:** Large (100+)
**Methods:** Surveys, analytics, experiments
When to use:
- Validating qualitative findings at scale
- Measuring prevalence of behaviors
- Prioritizing features
- A/B testing
- Tracking metrics over timeAttitudinal vs Behavioral
## Attitudinal (What People Say)
Methods: Surveys, interviews, focus groups
Captures: Opinions, preferences, intentions
Limitation: "Say-do" gap — people say one thing, do another
## Behavioral (What People Do)
Methods: Analytics, observation, usability tests
Captures: Actual behavior, task completion
Gold standard: Observe real behavior, not stated intentions---
User Interviews
Interview Types
## Discovery Interviews
**Goal:** Understand problem space, user needs
**Duration:** 45-60 minutes
**Participants:** Mix of users, non-users, churned users
**Questions:** Open-ended, exploratory
## Solution Validation Interviews
**Goal:** Test specific solution, get feedback on prototype
**Duration:** 30-45 minutes
**Participants:** Target users for this feature
**Questions:** Task-based, observational
## Contextual Inquiry
**Goal:** Observe users in their natural environment
**Duration:** 1-2 hours
**Location:** User's workplace/home
**Method:** Watch, ask questions as they workHow Many Interviews?
## Jakob Nielsen's Rule
5 users uncover ~85% of usability issues
15 users approach 100% (diminishing returns)
## For Discovery
- 5-8 users per user segment
- Multiple segments = multiply (e.g., 3 segments × 6 = 18 interviews)
- Stop when you hear repeated themes (saturation)
## For Continuous Discovery
- 3-5 interviews per week
- Ongoing, not one-time
- Mix of new insights + validationInterview Preparation
## 1. Define Research Goals
What do you want to learn?
- Understand pain points with current workflow?
- Validate problem exists?
- Test solution concept?
- Prioritize features?
## 2. Create Discussion Guide
Outline topics, not rigid script
- Opening (5 min): Build rapport, explain purpose
- Background (10 min): Understand their context
- Main topics (25 min): Deep dive on research questions
- Closing (5 min): Ask final questions, thank them
## 3. Recruit Right Participants
Screening criteria:
- Demographics (role, company size, industry)
- Behavioral (uses similar tools, has problem you're solving)
- Psychographic (early adopter vs conservative)
Recruiting sources:
- Customer list (current users)
- Email list (prospects)
- LinkedIn outreach
- User research platforms (UserTesting, Respondent.io)
- Referrals from participants
Incentives:
- B2C: $50-100 gift card, 45-60 min
- B2B: $100-200 gift card or donation to charity
- Existing customers: Early access to featuresInterview Best Practices
## Before Interview
✓ Test recording setup (Zoom, Grain.co, Otter.ai)
✓ Review discussion guide
✓ Arrive 5 min early to build rapport
✓ Have pen and paper ready (notes + recording)
## Opening (First 5 Minutes)
✓ Introduce yourself and purpose
✓ Explain recording and consent
✓ Set expectations: "No wrong answers, we're learning"
✓ Build rapport with small talk
## During Interview
✓ Ask open-ended questions
→ "Tell me about the last time you..."
→ "Walk me through your process for..."
→ "What's most frustrating about...?"
✓ Follow the 5 Whys
→ Dig deeper by asking "Why?" 5 times
→ Uncover root cause, not surface symptoms
✓ Listen more than talk (80/20 rule)
→ Resist urge to fill silence
→ Pause after they finish — they'll often add more
✓ Ask about past behavior, not future hypotheticals
✓ "Tell me about the last time you searched for a product"
✗ "Would you use a feature that lets you...?"
✓ Look for workarounds
→ How do they solve problem today?
→ What tools/hacks have they cobbled together?
✓ Observe emotion and tone
→ Frustration, excitement, confusion
→ Body language (video calls)
## What NOT to Do
✗ Don't ask leading questions
✗ "Don't you think this feature would be useful?"
✓ "How would this fit into your workflow?"
✗ Don't pitch your solution
→ You're there to learn, not sell
→ Save pitching for later
✗ Don't ask "Would you use this?"
→ People lie (to be nice, or they don't know)
→ Instead: Show prototype, watch behavior
✗ Don't multi-task
→ Give full attention
→ Have co-worker take notes if needed
✗ Don't explain away their problems
→ "Oh that's a bug we're fixing"
→ Just listen and learn
## Closing (Last 5 Minutes)
✓ "Is there anything I didn't ask that I should have?"
✓ "Do you know others who might want to chat?"
✓ Thank them, explain next steps
✓ Send thank you email + incentive within 24 hoursSample Interview Questions
## Background & Context
- "Tell me about your role and what you do day-to-day."
- "Walk me through a typical [workday/week]."
- "What tools do you currently use for [task]?"
## Problem Discovery
- "What's the most frustrating part of [process]?"
- "Tell me about the last time you struggled with [task]."
- "If you could wave a magic wand and fix one thing, what would it be?"
- "What workarounds have you created to deal with [problem]?"
## Current Solutions
- "How are you solving [problem] today?"
- "What do you like about [current tool]?"
- "What's missing from [current tool]?"
- "What would make you switch to a different solution?"
## Jobs-to-be-Done Style
- "When was the last time you [hired a product for this job]?"
- "What were you trying to accomplish?"
- "What else did you try before [current solution]?"
- "What would have to happen for you to stop using [current solution]?"
## Solution Validation
- "I'd like to show you a prototype. Think out loud as you explore."
- [After showing]: "What stands out to you?"
- "How would this fit into your current workflow?"
- "What's missing that you'd need to actually use this?"
## Prioritization
- "If you could only have one of these features, which would it be?"
- "What would you be willing to pay for this?"
- "How much time would this save you per week?"
## Closing
- "Who else should I talk to about this?"
- "Can I follow up with you in a few weeks to show progress?"
- "Is there anything I should have asked but didn't?"---
Surveys
When to Use Surveys
## Good Use Cases
✓ Validate findings from interviews at scale
✓ Measure satisfaction (NPS, CSAT, CES)
✓ Prioritize features (Kano surveys)
✓ Segment users by behavior/needs
✓ Track metrics over time
## Poor Use Cases
✗ Exploratory research (use interviews instead)
✗ Understanding "why" (need qualitative depth)
✗ Generating new insights (surveys confirm, not discover)
✗ Complex workflows (too nuanced for survey)Survey Design Best Practices
## Length
- Target: <10 minutes to complete
- Aim for: 10-15 questions max
- Mobile: 1 question per screen
## Question Order
1. Engaging question first (not demographics)
2. Most important questions in middle
3. Demographics at end (they'll quit if bored)
4. Logic/branching to keep relevant
## Question Types
### Multiple Choice
Best for: Categorization, segmentation
✓ "Which industry are you in?"
✓ "How often do you use [product]?"
Tip: Include "Other (please specify)" option
### Likert Scale (1-5 or 1-7)
Best for: Satisfaction, importance, agreement
✓ "How satisfied are you with [feature]?" (1=Very dissatisfied, 5=Very satisfied)
✓ "How important is [feature]?" (1=Not at all, 5=Critical)
Tip: Use consistent scales throughout survey
### Open-Ended
Best for: Qualitative insights, context
✓ "What's the main reason for your rating?"
✓ "What feature would you add if you could?"
Tip: Use sparingly (harder to analyze), place after closed questions
### Ranking
Best for: Prioritization
✓ "Rank these features by importance (1=most, 5=least)"
Tip: Limit to 5-7 items max
### Matrix Questions
Best for: Rating multiple items on same scale
Example: Rate these features on importance
Tip: Works better on desktop than mobileAvoiding Bias
## Leading Questions ✗
✗ "How much do you love our new feature?"
✓ "How would you rate the new feature?" (1-5 scale)
## Double-Barreled Questions ✗
✗ "How satisfied are you with our speed and reliability?"
→ Asks two things at once
✓ Separate: "How satisfied are you with speed?" + "...with reliability?"
## Loaded Questions ✗
✗ "Do you agree that our competitors are inferior?"
✓ "How does our product compare to alternatives?"
## Forced Choice ✗
✗ "Do you prefer Feature A or Feature B?"
→ What if they want both, or neither?
✓ Include "Both", "Neither", "No preference" options
## Confusing Wording ✗
✗ "Rate the non-intuitive aspects of the UI"
✓ "Rate the ease of use of the interface" (1=Very difficult, 5=Very easy)Survey Distribution
## In-App Surveys
Pros:
✓ High response rate (users are engaged)
✓ Contextual (ask about what they just did)
✓ Real-time feedback
Cons:
✗ Biased to active, engaged users
✗ Can interrupt user experience
Best for: Quick polls, NPS, feature feedback
Tools: Pendo, Appcues, Hotjar, Typeform
## Email Surveys
Pros:
✓ Broader reach (active + inactive users)
✓ Can reach non-users (prospects, churned)
Cons:
✗ Lower response rate (5-15% typical)
✗ May end up in spam
Best for: Longer surveys, churned user feedback
Tools: Typeform, SurveyMonkey, Qualtrics, Google Forms
## Tips for Higher Response Rates
✓ Personalize subject line: "[Name], we'd love your input"
✓ Explain why and how long: "2 min survey to improve [feature]"
✓ Incentivize: "$10 gift card for completed surveys"
✓ Send reminders: Day 3, Day 7 (to non-responders only)
✓ Show progress bar in survey
✓ Make mobile-friendly
✓ Follow up with summary of resultsExample: Kano Survey
## Purpose
Categorize features as Basic, Performance, or Delighter
## Question Format
For each feature, ask TWO questions:
**Functional (feature present):**
"How would you feel if we HAD [feature]?"
- I like it
- I expect it
- I'm neutral
- I can tolerate it
- I dislike it
**Dysfunctional (feature absent):**
"How would you feel if we DIDN'T have [feature]?"
- I like it
- I expect it
- I'm neutral
- I can tolerate it
- I dislike it
## Analysis
Cross-reference answers to categorize:
| Dysfunctional → | Like | Expect | Neutral | Tolerate | Dislike |
|-----------------|------|--------|---------|----------|---------|
| **Functional ↓**| | | | | |
| Like | Q | A | A | A | P |
| Expect | R | I | I | I | M |
| Neutral | R | I | I | I | M |
| Tolerate | R | I | I | I | M |
| Dislike | R | R | R | R | Q |
A = Attractive (Delighter)
M = Must-have (Basic)
P = Performance
I = Indifferent
R = Reverse (they don't want it!)
Q = Questionable (inconsistent answer)
## Prioritization
1. Must-haves (M) — Build first
2. Performance (P) — Core differentiators
3. Attractive (A) — Delighters if time allows
4. Indifferent (I) — Skip
5. Reverse (R) — Don't build!---
Ethnographic Research
What is Ethnography?
Ethnography = Observing users in their natural environment
Key difference from interviews:
- Interviews: What people SAY they do
- Ethnography: What people ACTUALLY do
Best for:
- Understanding context and environment
- Uncovering unconscious behaviors
- Seeing workarounds and hacks
- Discovering unstated needsEthnographic Methods
## Field Studies
Visit users in their workplace/home
Observe them performing tasks in real context
Duration: 1-3 hours per session
Sample size: 5-10 users per segment
Example:
- Observing nurses in hospital using EMR system
- Watching parents prepare meals with toddlers
- Shadowing sales reps during customer calls
## Contextual Inquiry
Hybrid: Observation + Interview
- Watch user perform task
- Ask questions as they work: "Why did you do that?"
- See environment, tools, interruptions
## Diary Studies
Users self-report over time (1-4 weeks)
- Daily log of behaviors, feelings, context
- Photos, videos, voice notes
- Captures longitudinal patterns
Tools: dscout, Indeemo, Ethnio
Example:
- Food diary for nutrition app
- Commute diary for transportation service
- Shopping diary for e-commerce research
## Fly-on-the-Wall Observation
Pure observation, minimal intervention
- No questions, just watch and take notes
- See unbiased, natural behavior
- Ask clarifying questions AFTER
Best for:
- Public spaces (retail, events)
- Avoiding observer effectConducting Field Studies
## Preparation
1. Define research goals
- What behaviors are you studying?
- What questions are you answering?
2. Recruit participants
- Screen for target users
- Schedule at their location
- 1-2 hour blocks
3. Prepare materials
- Camera/phone for photos (with permission)
- Recording device for audio notes
- Notebook for observations
- Consent forms
## During Observation
✓ Arrive early, build rapport
✓ Start with brief intro and consent
✓ Take photo of environment (with permission)
✓ Observe before asking questions
✓ Note what they do, not just what they say
✓ Look for:
- Workarounds and hacks
- Points of friction
- Emotions (frustration, delight)
- Tools and artifacts
- Interruptions and distractions
- Environmental constraints
✓ Ask clarifying questions:
- "Why did you do that?"
- "What are you thinking right now?"
- "Is this typical or unusual?"
## After Observation
✓ Debrief immediately (memory fades fast)
✓ Review photos and notes
✓ Identify patterns and themes
✓ Share findings with teamExample Observation Notes
## Participant 5 — Sarah, Marketing Manager
**Date:** 2025-12-16
**Location:** Office (open floor plan)
**Task:** Creating weekly marketing report
### Observations
**9:00 AM** — Opens laptop, 3 monitors on desk
- Monitor 1: Slack (constant notifications)
- Monitor 2: Google Analytics
- Monitor 3: Excel spreadsheet
**9:05** — Starts copying data from GA to Excel manually
- Uses calculator app to compute percentages
- Interrupted by Slack message, loses place
- Mutters "where was I?" and starts over
**9:15** — Gets data from 3rd tool (email platform)
- Exports CSV, opens in Excel, copy-pastes into main sheet
- Complains "this takes forever every week"
**9:20** — Creates charts in Excel
- Spends 5 min formatting (colors, fonts)
- "I have to redo this every time, can't save template"
**9:30** — Interrupted by coworker question
- Loses 10 minutes to conversation
- Returns to report, has to re-orient
**9:45** — Finishes report, exports as PDF
- Emails to 5 stakeholders individually
- "I wish this was automated"
### Insights
- **Pain point:** Manual data aggregation from 3 tools
- **Workaround:** Calculator app (wants formulas)
- **Time sink:** Formatting (wants templates)
- **Friction:** Constant interruptions break flow
- **Opportunity:** Automated reporting + distribution
### Photos
- [Photo of 3-monitor setup]
- [Screenshot of Excel template]
- [Sticky notes on monitor with formulas]---
Persona Development
What are Personas?
Personas = Fictional characters representing user segments
Based on real research data, not assumptions
Purpose:
- Align team on who we're building for
- Make design decisions ("What would Sarah do?")
- Prioritize features for specific segments
- Communicate user needs to stakeholders
NOT just demographics — focus on:
- Goals and motivations
- Pain points and frustrations
- Behaviors and workflows
- Context and environmentCreating Data-Driven Personas
## Step 1: Conduct User Research
- Interview 30-50 users across segments
- Survey for quantitative validation
- Analyze usage data
## Step 2: Identify Patterns
Look for:
- Common goals
- Shared pain points
- Similar behaviors
- Demographic clusters
## Step 3: Cluster into Segments
Use criteria like:
- Job role (designer vs developer)
- Company size (SMB vs enterprise)
- Tech savviness (beginner vs expert)
- Use case (different jobs-to-be-done)
Typical result: 3-5 primary personas
## Step 4: Build Persona Profiles
For each persona, document:
- Name and photo (make them feel real)
- Demographics (age, role, company)
- Goals and motivations
- Pain points and frustrations
- Behaviors and workflows
- Quote that captures their mindset
- Tools they use
- How they discover/evaluate products
## Step 5: Validate with Real Users
- Share with customers: "Do you see yourself here?"
- Update based on feedback
- Refresh annually as users evolvePersona Template
# Persona: [Name]
![Photo]
## Demographics
- **Age:** 32
- **Role:** Product Marketing Manager
- **Company:** Mid-size B2B SaaS (150 employees)
- **Location:** San Francisco, CA
- **Education:** MBA, Marketing
## Goals & Motivations
- Launch successful product campaigns
- Prove marketing ROI to leadership
- Understand customer behavior and preferences
- Stay ahead of market trends
## Pain Points & Frustrations
- Data scattered across 5+ tools, hard to synthesize
- Manual reporting takes 5 hours/week
- Can't prove which campaigns drive revenue
- Leadership wants faster insights
## Behaviors & Workflows
- Checks Google Analytics daily
- Creates weekly reports for CMO
- Runs 2-3 campaigns per month
- Collaborates with sales team on messaging
- Reads marketing blogs during commute
## Quote
*"I spend more time wrangling data than actually marketing. I need insights, not just raw numbers."*
## Tools & Tech Stack
- Google Analytics
- HubSpot (marketing automation)
- Salesforce (CRM)
- Slack (communication)
- Google Sheets (reporting)
- Figma (design review)
## Buying Journey
- **Discovery:** Google search, peer recommendations
- **Evaluation:** Free trial (must see value in 1 week)
- **Decision:** Needs buy-in from CMO and RevOps
- **Price sensitivity:** $500-2000/month budget
- **Deal breakers:** Steep learning curve, no integrations
## How We Help
Our product provides:
- Unified dashboard across all marketing tools
- Automated weekly reports (saves 5 hours)
- Attribution modeling (proves ROI)
- Real-time insights (no more waiting)---
Research Analysis & Synthesis
Analyzing Qualitative Data
## Thematic Analysis Process
### 1. Familiarization
- Review all interview notes and recordings
- Read through multiple times
- Immerse yourself in the data
### 2. Coding
- Identify interesting quotes and observations
- Tag with codes (labels): "pain point", "workaround", "delight"
- Use tools: Dovetail, Airtable, Miro, spreadsheet
### 3. Theme Generation
- Group similar codes into themes
- Look for patterns across interviews
- Name themes descriptively
Example themes:
- "Manual data entry is time-consuming and error-prone"
- "Users want real-time collaboration"
- "Onboarding is confusing for non-technical users"
### 4. Validation
- How many participants mentioned this? (frequency)
- How strongly did they feel? (intensity)
- Is this a real need or edge case?
### 5. Reporting
- Prioritize themes by importance and frequency
- Include supporting quotes
- Connect to product implicationsAffinity Mapping
## What is it?
Collaborative method to organize research findings into themes
## Process
1. Write each insight on a sticky note (or digital equivalent)
2. Put all notes on wall/board
3. As a team, group similar notes together
4. Name each group (theme)
5. Look for higher-order patterns (meta-themes)
## Tools
- Physical: Sticky notes + wall
- Digital: Miro, Mural, FigJam
## Tips
✓ Involve whole product trio (PM, design, engineering)
✓ Use direct quotes from users
✓ Don't force groupings — let patterns emerge
✓ Take photos to document processResearch Repository
## Why You Need One
- Centralized location for all research
- Prevents knowledge loss when people leave
- Enables searching across past research
- Democratizes insights across org
## What to Include
- Interview recordings and transcripts
- Survey results and analysis
- Personas and user journey maps
- Competitive analysis
- Opportunity assessments
- Research reports and decks
## Tools
- Dovetail (purpose-built research repository)
- Notion (flexible, customizable)
- Confluence (enterprise, integrates with Jira)
- Airtable (database-style organization)
## Tagging Strategy
Tag research by:
- User segment / persona
- Product area / feature
- Research method
- Date conducted
- Researcher
Example: `#persona-sarah #feature-reporting #interview #2025-Q4`---
2025 Trends in User Research
AI-Assisted Research
## AI Capabilities
- **Transcription:** Grain.co, Otter.ai (real-time transcription)
- **Analysis:** Dovetail (AI tags themes automatically)
- **Synthesis:** ChatGPT (summarize 10 interviews)
- **Translation:** Real-time multilingual research
## Best Practices
✓ Use AI to speed up transcription and initial tagging
✓ Human researchers still do interpretation
✓ Validate AI-generated themes with real quotes
✗ Don't outsource judgment to AI
✗ Don't skip talking to real users
## Example Workflow
1. Conduct interview (human)
2. Auto-transcribe with Grain.co (AI)
3. AI suggests initial themes (AI)
4. Researcher reviews, refines, validates (human)
5. Team workshop to synthesize (human)Continuous Research Ops
## Modern Approach
Research is continuous, not projects
Weekly:
- 5 customer interviews
- Survey touchpoints (NPS, feature feedback)
- Usability tests on prototypes
Monthly:
- Synthesize themes
- Update personas
- Share insights org-wide
Quarterly:
- Deep-dive studies
- Competitive analysis
- Market trends
## Research Democratization
Not just researchers do research:
- PMs conduct interviews
- Designers run usability tests
- Engineers watch user sessions
- CX shares customer feedback
Research team role:
- Train others on methods
- Maintain research quality
- Curate insights repository
- Run strategic deep-divesPrivacy-First Research
## Compliance (GDPR, CCPA)
✓ Get explicit consent before recording
✓ Anonymize data (remove PII)
✓ Store securely (encrypted, access-controlled)
✓ Delete data when no longer needed
✓ Allow participants to withdraw/delete their data
## Ethical Practices
✓ Be transparent about how data is used
✓ Compensate fairly for participants' time
✓ Protect vulnerable populations
✓ Report findings honestly (don't cherry-pick)---
See Also
- market-research.md — TAM/SAM/SOM, competitive analysis
- competitive-analysis.md — Competitive frameworks
- opportunity-frameworks.md — JTBD, Kano, Value Prop Canvas
Product Discovery Document: [Product/Feature Name]
Date: YYYY-MM-DD Owner: [Product Manager Name] Status: Draft | In Review | Validated | Archived Last Updated: YYYY-MM-DD
---
Executive Summary
Problem Statement: [2-3 sentences describing the problem you're solving]
Proposed Solution: [1-2 sentences describing the solution approach]
Opportunity Size:
- TAM: $X billion
- SAM: $Y million
- SOM (Year 1-3): $Z thousand
Success Metrics:
- Metric 1: [Increase X by Y%]
- Metric 2: [Reduce A by B%]
- Metric 3: [Achieve Z by date]
Recommendation: Go | No-Go | Needs More Research
---
1. Product Opportunity Assessment
1.1 What Problem Are We Solving?
Problem Description: [Describe the problem in detail]
Evidence:
- User interview quotes
- Analytics data showing the problem
- Support ticket volume
- Market research findings
Problem Severity:
- How many users affected: [X users, Y% of base]
- Frequency: [Daily, Weekly, Monthly]
- Impact: [High, Medium, Low]
1.2 For Whom Are We Solving This?
Target Users:
- Primary: [Persona name, role, characteristics]
- Secondary: [Other beneficiaries]
User Segments:
| Segment | Size | Willingness to Pay | Priority |
|---------|------|-------------------|----------|
| [Segment 1] | X users | High/Med/Low | P0 |
| [Segment 2] | Y users | High/Med/Low | P1 |Personas: [Link to detailed persona docs, or brief summary]
1.3 How Big Is the Opportunity?
Market Sizing (TAM/SAM/SOM):
TAM (Total Addressable Market):
- Calculation: [X potential customers × $Y average value]
- Total: $Z billion
- Source: [Market research report, bottom-up analysis]
SAM (Serviceable Available Market):
- Filters: [Geographic, industry, size constraints]
- Calculation: [Subset of TAM]
- Total: $Y million
SOM (Serviceable Obtainable Market):
- Year 1 target: $A
- Year 2 target: $B
- Year 3 target: $C
- Basis: [Sales capacity, market share assumptions]
Revenue Potential:
- Potential new customers: [X customers]
- Expansion from existing: [Y% increase in ARPU]
- Total revenue impact (3 years): $Z
1.4 How Will We Measure Success?
North Star Metric: [The one metric that matters most]
Supporting Metrics:
Leading Indicators (Early Signals):
- Metric 1: [e.g., Activation rate]
- Metric 2: [e.g., Feature adoption]
- Metric 3: [e.g., Engagement frequency]
Lagging Indicators (Business Outcomes):
- Metric 1: [e.g., Retention rate]
- Metric 2: [e.g., Revenue]
- Metric 3: [e.g., NPS]
Success Criteria:
| Metric | Current | Target | Timeline |
|--------|---------|--------|----------|
| [Metric 1] | X% | Y% | 3 months |
| [Metric 2] | A | B | 6 months |
| [Metric 3] | $C | $D | 1 year |1.5 What Alternatives Exist Today?
Direct Competitors:
- Competitor 1: [Name, strengths, weaknesses, price]
- Competitor 2: [Name, strengths, weaknesses, price]
Indirect Solutions:
- Alternative 1: [How users solve this today]
- Alternative 2: [Workarounds, hacks]
Do Nothing:
- What happens if users don't solve this problem?
- Cost of status quo
1.6 Why Are We Best Suited?
Our Unique Advantages:
- Advantage 1: [e.g., Existing customer base]
- Advantage 2: [e.g., Technical capabilities]
- Advantage 3: [e.g., Domain expertise]
Differentiation: [How will we be different/better than alternatives?]
1.7 Why Now?
Market Timing:
- Trend 1: [e.g., Remote work growth]
- Trend 2: [e.g., Regulatory changes]
- Trend 3: [e.g., Technology advancement]
Strategic Fit:
- Aligns with company strategy: [How?]
- Leverages existing strengths: [What?]
- Opens future opportunities: [What's next?]
1.8 What Are the Dependencies?
Technical Dependencies:
- Dependency 1: [e.g., API integration with X]
- Dependency 2: [e.g., Infrastructure upgrade]
External Dependencies:
- Partnership with: [Partner name]
- Regulatory approval: [What's needed?]
- Third-party tools: [What do we need?]
Internal Dependencies:
- Team 1: [What we need from them]
- Team 2: [What we need from them]
1.9 What Could Go Wrong?
Risks & Mitigation:
| Risk | Likelihood | Impact | Mitigation |
|------|-----------|--------|------------|
| Market risk: No demand | Low/Med/High | High | Run landing page test first |
| Execution risk: Can't build | Low/Med/High | High | Technical spike, consult engineering |
| Competitive risk: Competitor launches first | Low/Med/High | Med | Fast-follow, differentiate on X |
| Monetization risk: Won't pay | Low/Med/High | High | Price testing, willingness-to-pay survey |1.10 What If We Don't Build This?
Cost of Delay:
- Lost revenue: $X per quarter
- Competitive disadvantage: [What do we lose?]
- Customer churn risk: [How many customers?]
- Market opportunity window: [How long is window open?]
---
2. User Research Summary
2.1 Research Methods
Research Conducted:
- [ ] User interviews (n=X)
- [ ] Surveys (n=Y)
- [ ] Ethnographic research / field studies
- [ ] Usability testing
- [ ] Competitive analysis
- [ ] Analytics analysis
2.2 Key Findings
Insight 1:
- Finding: [What we learned]
- Evidence: [Interview quotes, data]
- Implication: [What this means for product]
Insight 2:
- Finding: [What we learned]
- Evidence: [Interview quotes, data]
- Implication: [What this means for product]
Insight 3:
- Finding: [What we learned]
- Evidence: [Interview quotes, data]
- Implication: [What this means for product]
2.3 Jobs-to-be-Done
Primary Job:
When [situation],
I want to [motivation],
So I can [expected outcome].Success Criteria:
- Criterion 1: [How users define success]
- Criterion 2: [What makes it "done well"]
Job Map:
| Job Step | Current Pain | Opportunity |
|----------|--------------|-------------|
| Step 1 | [Pain point] | [How to improve] |
| Step 2 | [Pain point] | [How to improve] |
| Step 3 | [Pain point] | [How to improve] |2.4 User Pain Points (Prioritized)
1. Pain 1: [Description]
- Severity: High | Medium | Low
- Frequency: Daily | Weekly | Monthly
- Affected users: X%
2. Pain 2: [Description]
- Severity: High | Medium | Low
- Frequency: Daily | Weekly | Monthly
- Affected users: Y%
3. Pain 3: [Description]
- Severity: High | Medium | Low
- Frequency: Daily | Weekly | Monthly
- Affected users: Z%
---
3. Competitive Analysis
3.1 Competitive Landscape
Positioning Matrix:
[Insert 2x2 matrix showing us vs competitors on key dimensions]Competitive Feature Matrix:
| Feature | Us | Competitor A | Competitor B |
|---------|-----|--------------|--------------|
| Feature 1 | ✓ | ✓ | ✗ |
| Feature 2 | ✓ | ✗ | ✓ |
| Feature 3 | ✗ | ✓ | ✓ |
| Pricing | $X | $Y | $Z |3.2 SWOT Analysis
Strengths:
- [What we do better than competitors]
Weaknesses:
- [Where competitors beat us]
Opportunities:
- [Market trends we can exploit]
Threats:
- [Competitive/market risks]
3.3 Differentiation Strategy
How We'll Win:
- Differentiator 1: [e.g., Better UX]
- Differentiator 2: [e.g., AI features]
- Differentiator 3: [e.g., Lower price]
Why Customers Will Choose Us: [Value proposition statement]
---
4. Value Proposition Canvas
4.1 Customer Profile
Customer Jobs:
- Job 1: [What they're trying to do]
- Job 2: [Another job]
Customer Pains (Prioritized):
- 🔴 Pain 1: [High priority]
- 🔴 Pain 2: [High priority]
- 🟡 Pain 3: [Medium priority]
Customer Gains (Prioritized):
- 🔴 Gain 1: [High priority]
- 🔴 Gain 2: [High priority]
- 🟡 Gain 3: [Medium priority]
4.2 Value Map
Products & Services:
- [List of what we offer]
Pain Relievers:
- How feature X addresses Pain 1
- How feature Y addresses Pain 2
Gain Creators:
- How feature X creates Gain 1
- How feature Y creates Gain 2
4.3 Fit Assessment
Top Pains Addressed:
- ✅ Pain 1 → [Our solution]
- ✅ Pain 2 → [Our solution]
- ⚠️ Pain 3 → Partially addressed
Top Gains Delivered:
- ✅ Gain 1 → [Our solution]
- ✅ Gain 2 → [Our solution]
Fit Score: X/Y top pains, A/B top gains = [Strong | Medium | Weak] fit
---
5. Feature Prioritization
5.1 Kano Analysis
Must-Haves (Basic Needs):
- Feature 1: [Expected by all users]
- Feature 2: [Essential functionality]
Performance Needs:
- Feature 3: [More is better]
- Feature 4: [Competitive differentiator]
Delighters:
- Feature 5: [Unexpected wow factor]
- Feature 6: [Creates delight]
5.2 Opportunity Solution Tree
OUTCOME: [Business goal]
|
┌─────────┴─────────┐
│ │
OPPORTUNITY 1 OPPORTUNITY 2
│ │
├─ Solution A ├─ Solution D
├─ Solution B └─ Solution E
└─ Solution CSelected Solutions:
- Solution A: [Why we chose this]
- Solution D: [Why we chose this]
---
6. MVP Definition
6.1 MVP Scope
Core Features (Must-Have):
- [ ] Feature 1: [Description]
- [ ] Feature 2: [Description]
- [ ] Feature 3: [Description]
Out of Scope (Later):
- Feature X: [Why deferred]
- Feature Y: [Why deferred]
6.2 MVP Success Criteria
Hypotheses to Test: 1. "Users will [behavior] at least [frequency]" 2. "X% of users will [conversion action]" 3. "Users will pay $Y for this"
Validation Metrics:
| Metric | Threshold | Timeline |
|--------|-----------|----------|
| Activation rate | >30% | 2 weeks |
| Day 7 retention | >40% | 4 weeks |
| NPS | >40 | 6 weeks |Decision Criteria:
- If metrics exceed thresholds → Proceed to scale
- If metrics 50-100% of threshold → Iterate
- If metrics <50% of threshold → Pivot or kill
6.3 MVP Timeline
Build Phase: X weeks Test Phase: Y weeks Decision Point: [Date]
---
7. Go-to-Market Strategy
7.1 Launch Plan
Rollout Strategy:
- [ ] Alpha (internal): Week 1-2
- [ ] Beta (10-50 users): Week 3-6
- [ ] Limited release (segment): Week 7-10
- [ ] General availability: Week 11+
Success Metrics by Phase: [Define metrics for each phase]
7.2 Positioning & Messaging
Value Proposition: [One-sentence pitch]
Key Messages:
- Message 1: [For pain point 1]
- Message 2: [For pain point 2]
- Message 3: [Differentiation]
7.3 Pricing Strategy
Pricing Model:
- Tier 1: $X/month — [Features]
- Tier 2: $Y/month — [Features]
- Enterprise: Custom — [Features]
Rationale: [Why this pricing, competitive comparison, willingness to pay data]
---
8. Open Questions & Next Steps
8.1 Open Questions
Question 1:
- What: [Question]
- Why it matters: [Impact]
- How to resolve: [Research method, owner, timeline]
Question 2:
- What: [Question]
- Why it matters: [Impact]
- How to resolve: [Research method, owner, timeline]
8.2 Next Steps
Immediate (This Week):
- [ ] Action 1 — Owner: [Name], Due: [Date]
- [ ] Action 2 — Owner: [Name], Due: [Date]
Short-term (This Month):
- [ ] Action 3 — Owner: [Name], Due: [Date]
- [ ] Action 4 — Owner: [Name], Due: [Date]
Longer-term:
- [ ] Action 5 — Owner: [Name], Due: [Date]
---
9. Appendix
9.1 Research Data
- Link to interview transcripts
- Link to survey results
- Link to analytics dashboards
9.2 Competitive Research
- Link to competitive analysis spreadsheet
- Link to competitor product reviews
- Link to win/loss analysis
9.3 Design Assets
- Link to wireframes
- Link to prototypes
- Link to user testing videos
9.4 References
- Market research reports
- Industry articles
- Customer quotes and feedback
---
Changelog
| Date | Version | Changes | Author |
|---|---|---|---|
| YYYY-MM-DD | 1.0 | Initial draft | [Name] |
| YYYY-MM-DD | 1.1 | Added user research findings | [Name] |
| YYYY-MM-DD | 2.0 | Updated based on stakeholder feedback | [Name] |
Related skills
How it compares
Pick product-discovery for early problem and user framing; pick a prototype skill when hypotheses exist and the next step is building a clickable validation demo.
FAQ
What outputs does product-discovery produce?
product-discovery produces clarified problem statements, target user definitions, testable hypotheses, and opportunity area maps that inform scope, prototyping, and later engineering decisions.
When should teams invoke product-discovery?
Teams should invoke product-discovery before committing to prototypes or engineering when problems, users, and hypotheses are unclear or stakeholders disagree on what to build.