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CUSTOMER 
DISCOVERY 
THE BASICS THAT GET YOU GOING 
Based on ‘ The Customer Discovery ’ video series by Steve Blank
WHAT TO TEST? 
First the problem, then the solution 
Hypotheses about: 
• Customer archetype (detailed) 
• What could be a good MVP? 
• What are the needs? 
• Insights in the BMC blocks 
 Tons of interactions, fast-paced
DEATH BY POWERPOINT / DEMO 
Powerpoint / demo: 
• You talk, customer listens 
• No information gathering 
• Not 100%-fit  time loss for customer 
• Time-intensive
DEATH BY POWERPOINT / DEMO 
Instead: 
• You listen, customer talks 
• Gather lots of information 
Flexible subjects (but prepare!) 
Can be short 
Customer archetype insights
DEATH BY POWERPOINT / DEMO 
Demo / MVP / project description possible: 
• In customer VALIDATION phase 
• On customer request 
• More feedback about product 
• No ‘sell’-alarm triggered
TYPES OF QUESTIONS 
Did I understand correctly that … 
Would something like X help you with Y? 
What question should I have asked you? 
Open-ended 
Walkthroughs / descriptions 
Try not to bias
PRODUCT –MARKET FIT 
= holy grail! 
Dilating pupils 
Changing attitude 
Breathing 
Intonation 
Is this for sale? Can we use this already? 
WAW, that would be great and help us a lot!
MULTIPLE PEOPLE INTERVIEWING 
Decide the roles! Prepare! 
Who is going to write? 
Who is going to ask questions? 
What is our goal? 
Don’t interrupt! 
Ask for extra input 
Decide on signs
PUBLIC INTERVIEWS 
Student doing research for school  works! 
50% chance of success 
1 – 2 questions / 3 minutes 
May last longer, but don’t overstay! 
Lots of short conversations
CUSTOMER EMPATHY 
Empathize with the customer 
Understand your customer 
Don’t act like a know-it-all 
• more insights 
• better understandings 
• respect from customer  more opportunities
THE OTHER 85% 
Why are they different? 
Why are there any outliers? 
Other needs? Other business opportunities? 
Spend equal amount on buy-in as buy-out 
15%
UNDERSTAND THE SALES PROCESS 
Who is your user? 
Your buyer? 
Your saboteur? 
Your recommender? 
B2B often complex sales process 
Impacts business viability!
EXISTING VS NEW MARKETS 
EXISTING MARKET 
Customers know what they 
need 
Competitors / alternatives 
Comparison possible 
Feature requests / 
improvements 
NEW MARKET 
More difficult customer 
discovery process 
More focus on customer 
archetype than product 
Deep knowledge of customer 
behavior needed 
‘Day in the life’ and 
walkthroughs
THE INTERVIEW 
Pre-planning 
Interview 
Analysis 
& insights
PRE-PLANNING 
Create a list of 100 names in your customer segment 
Aim for middle management 
No surveys! Only face-to-face, Skype, Hangout or calls 
Be ‘aggressive’
PRE-PLANNING 
Make appointment: 
Call after 5 PM (no secretary) 
‘Since you know this sector the best, we would like some 
feedback from you’ 
Ask 20 minutes, get 30 
Stress their importance to you 
Namedropping (if VC / incubator) 
Informal location
PRE-PLANNING 
Preparation: 
Do dry-runs 
Design pass / fail tests 
Think about open-ended questions
THE ACTUAL INTERVIEW 
Introduce yourself 
Set the expectations right (learning, no selling) 
Stress that they are important to you 
Let conversation flow 
Take picture of company / person
THE ACTUAL INTERVIEW 
Keep a relaxed tone 
No business card 
Record the interview (ask first) 
Take notes 
Listen and enjoy
BACK IN THE BUILDING 
What is the meaning of this data? 
Did the hypothesis fail / succeeded? 
Communicate the learnings! 
• Write a blog / report 
• Talk to the team (narrative) 
• Be open to ideas from within 
• Keep communicating
WHEN ARE YOU DONE? 
You see a pattern 
It becomes predictable 
You keep hearing the same thing 
Hypothesis failed? => Pivot 
Hypothesis succeeded? => Move to next hypothesis 
Product-market fit? => Move to customer validation
PIVOTING 
Not everything requires a pivot 
Don’t pivot too quickly 
Think about it for 72 hours 
Start the process all over again (but keep the learnings)

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Introduction to customer discovery

  • 1. CUSTOMER DISCOVERY THE BASICS THAT GET YOU GOING Based on ‘ The Customer Discovery ’ video series by Steve Blank
  • 2. WHAT TO TEST? First the problem, then the solution Hypotheses about: • Customer archetype (detailed) • What could be a good MVP? • What are the needs? • Insights in the BMC blocks  Tons of interactions, fast-paced
  • 3. DEATH BY POWERPOINT / DEMO Powerpoint / demo: • You talk, customer listens • No information gathering • Not 100%-fit  time loss for customer • Time-intensive
  • 4. DEATH BY POWERPOINT / DEMO Instead: • You listen, customer talks • Gather lots of information Flexible subjects (but prepare!) Can be short Customer archetype insights
  • 5. DEATH BY POWERPOINT / DEMO Demo / MVP / project description possible: • In customer VALIDATION phase • On customer request • More feedback about product • No ‘sell’-alarm triggered
  • 6. TYPES OF QUESTIONS Did I understand correctly that … Would something like X help you with Y? What question should I have asked you? Open-ended Walkthroughs / descriptions Try not to bias
  • 7. PRODUCT –MARKET FIT = holy grail! Dilating pupils Changing attitude Breathing Intonation Is this for sale? Can we use this already? WAW, that would be great and help us a lot!
  • 8. MULTIPLE PEOPLE INTERVIEWING Decide the roles! Prepare! Who is going to write? Who is going to ask questions? What is our goal? Don’t interrupt! Ask for extra input Decide on signs
  • 9. PUBLIC INTERVIEWS Student doing research for school  works! 50% chance of success 1 – 2 questions / 3 minutes May last longer, but don’t overstay! Lots of short conversations
  • 10. CUSTOMER EMPATHY Empathize with the customer Understand your customer Don’t act like a know-it-all • more insights • better understandings • respect from customer  more opportunities
  • 11. THE OTHER 85% Why are they different? Why are there any outliers? Other needs? Other business opportunities? Spend equal amount on buy-in as buy-out 15%
  • 12. UNDERSTAND THE SALES PROCESS Who is your user? Your buyer? Your saboteur? Your recommender? B2B often complex sales process Impacts business viability!
  • 13. EXISTING VS NEW MARKETS EXISTING MARKET Customers know what they need Competitors / alternatives Comparison possible Feature requests / improvements NEW MARKET More difficult customer discovery process More focus on customer archetype than product Deep knowledge of customer behavior needed ‘Day in the life’ and walkthroughs
  • 14. THE INTERVIEW Pre-planning Interview Analysis & insights
  • 15. PRE-PLANNING Create a list of 100 names in your customer segment Aim for middle management No surveys! Only face-to-face, Skype, Hangout or calls Be ‘aggressive’
  • 16. PRE-PLANNING Make appointment: Call after 5 PM (no secretary) ‘Since you know this sector the best, we would like some feedback from you’ Ask 20 minutes, get 30 Stress their importance to you Namedropping (if VC / incubator) Informal location
  • 17. PRE-PLANNING Preparation: Do dry-runs Design pass / fail tests Think about open-ended questions
  • 18. THE ACTUAL INTERVIEW Introduce yourself Set the expectations right (learning, no selling) Stress that they are important to you Let conversation flow Take picture of company / person
  • 19. THE ACTUAL INTERVIEW Keep a relaxed tone No business card Record the interview (ask first) Take notes Listen and enjoy
  • 20. BACK IN THE BUILDING What is the meaning of this data? Did the hypothesis fail / succeeded? Communicate the learnings! • Write a blog / report • Talk to the team (narrative) • Be open to ideas from within • Keep communicating
  • 21. WHEN ARE YOU DONE? You see a pattern It becomes predictable You keep hearing the same thing Hypothesis failed? => Pivot Hypothesis succeeded? => Move to next hypothesis Product-market fit? => Move to customer validation
  • 22. PIVOTING Not everything requires a pivot Don’t pivot too quickly Think about it for 72 hours Start the process all over again (but keep the learnings)