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Customer research

Customer research learns from what buyers did and paid, never from their predictions.

Outcome

PartThis Process
OutcomeEach new Customer’s reason for buying is graded Evidence, and each requester hears when their request ships.
ReadsCustomer, Issue
LeavesInterview, Evidence, Message
Runs inEach Startup

Accountable

Product Lead, Product Team.

Workflows

Who does each step

Customer research: who does each step7 steps in 2 Workflows, across 1 Role: Researcher. The table below lists every step.ResearcherUmaWorkflowSignal interviewWorkflowClose the loop1 · Interview.createAsk one question about what the Customerdid and paid before.2Grade the answer as behavior,commitment, or opinion.3 · Evidence.createRecord it as Evidence in the rankedfeedback list, with its origin.1 · Issue.listFind the Issues the merged Changeresolves and the Problems they address.2 · Message.createMessage each outside Customer whoseEvidence sits on those Problems, in theirexisting Thread.3 · Evidence.createAfter 14 days, record whether each onecalled the new or changed Verb, asBehavior-grade Evidence.4 · Problem.rankLower the Problem’s rank when mostrequesters did not use it.Customer research: who does each step7 steps in 2 Workflows, across 1 Role: Researcher. The table below lists every step.WorkflowSignal interviewWorkflowClose the loopResearcher1 · Interview.createAsk one question about what the Customer didand paid before.Researcher2Grade the answer as behavior, commitment, oropinion.Researcher3 · Evidence.createRecord it as Evidence in the ranked feedback list,with its origin.Researcher1 · Issue.listFind the Issues the merged Change resolves andthe Problems they address.Researcher2 · Message.createMessage each outside Customer whose Evidencesits on those Problems, in their existing Thread.Researcher3 · Evidence.createAfter 14 days, record whether each one called thenew or changed Verb, as Behavior-gradeEvidence.Researcher4 · Problem.rankLower the Problem’s rank when most requestersdid not use it.
Each box is a step, numbered within its Workflow, with the Verb it calls, under the Role it runs as. The table below adds approvals.
WorkflowStepRoleCallsApproval
Signal interview1. Ask one question about what the Customer did and paid before.ResearcherInterview.createNone
Signal interview2. Grade the answer as behavior, commitment, or opinion.Researcher
Signal interview3. Record it as Evidence in the ranked feedback list, with its origin.ResearcherEvidence.createNone
Close the loop1. Find the Issues the merged Change resolves and the Problems they address.ResearcherIssue.listNone
Close the loop2. Message each outside Customer whose Evidence sits on those Problems, in their existing Thread.ResearcherMessage.createNone
Close the loop3. After 14 days, record whether each one called the new or changed Verb, as Behavior-grade Evidence.ResearcherEvidence.createNone
Close the loop4. Lower the Problem’s rank when most requesters did not use it.ResearcherProblem.rankNone

Events

DirectionWhenWhat happens
InOn Offer.acceptedStarts Signal interview
InOn Change.mergedStarts Close the loop
OutInterview.createdRaised by step 1 of Signal interview
OutEvidence.createdRaised by step 3 of Signal interview
OutMessage.createdRaised by step 2 of Close the loop
OutProblem.rankedRaised by step 4 of Close the loop

Plays

No Play names this Process.

Controls

No Control names this Process or a Workflow of it.

Settings

SettingTypeDefaultSaySet with
research.followUpDaysinteger14Check two weeks later whether customers used what shippedSetting.update

Failure

A failed step retries; when retries run out, the Action goes to the Product Lead.

Loop

StepValue
HypothesisAsking about the last time the Problem hit yields more Commitment-graded Evidence per Interview than asking about the future.
MeasureCommitted ICP members over 14d, at least 10 observations
LearnThe learn step reads the Readout, records Evidence and a Decision, and drafts the next Variant.

Code

Text
Turn on customer research

Enable

On by default for every Product Template. Process.pause stops new Actions; Actions in progress finish.

Text
Check two weeks later whether customers used what shipped

Example

A home inspector accepts the $15 listing Offer. Signal interview asks what she paid before, and her answer, $300 a month for bought leads, is recorded as behavior Evidence. Forty such answers set the next Price test, never a survey.