CUSTOMER DISCOVERY
Here’s an outline of the Discovery engagement. Select the phases that align with your team’s objectives, with Phase 0 as a foundational step. We can get started with minimal prep – organize your team, come with your ideas and I’ll guide you through the rest.
Phase 0
Define Outcomes
We’ll start by laying the groundwork for our sprint:
- What are the Business & Product Outcomes your team needs to deliver?
- After we gain information from Discovery, what will it inform: Product Strategy, Requirements, Pricing, etc?
- Who will we interview? We’ll get specific
- Roles & Responsibilities of PM, UX, Engineering and myself
Outcome: Document that outlines the scope of discovery.


Phase 1
Interviews & Mapping
Then, we’ll conduct interviews, map opportunities, and create a concise product brief synthesizing our discoveries:
- Set up Continuous Interviewing at your company
- Create Interview Guide
- Run the Interviews
- Map the Opportunity – User Story Mapping, Ideation, Prioritization, Assumption Testing, etc.
- Determine what to Prototype
Outcome: 1 page Product Brief, which synthesizes our learnings, to share with stakeholders.
Phase 2
Prototype & Test
Then, we’ll Build and Test prototypes to de-risk the launch:
- Determine what kind of Prototype to build
- Build the Prototype
- Run Interviews where Customers are shown the Prototype
- Iterate and improve the Prototype, run interviews again
- Finalize what to launch
Outcome: 3 page Product Requirements Document with mock-ups for engineering.


Phase 3
Launch!
Finally, we will ship the product and continue to iterate:
- Go to Market support
- Run Interviews with Customers who are using the live Product
- Review Metrics and Outcomes
- Scope iteration and ongoing Discovery
Outcome is a Product Report Card that shows the measurable impact of the product.