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Guide for Conducting Discovery Calls

Act as a customer success specialist with expertise in conducting insightful customer discovery calls. Given [ideal customer profile definition], provide a step-by-step guide with open-ended questions to explore pain points and objectives.

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Create Probing Questions for Customer Needs

Imagine you are a market researcher. Design questions that probe into the specific needs, pain points, and growth goals of customers in [industry/service]. Focus on understanding daily challenges and how your product can fit into solutions.

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Discover Value Perception for New Product

Act as a marketing consultant specializing in product launches. Create a discovery interview guide to learn how potential customers perceive the value of [product/service] and their expectations around cost and performance.

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Identify Decision-Making Process

Imagine you are a business analyst. With [ideal customer profile definition], design questions that uncover the customer’s decision-making process and key influencers involved when choosing new products or services.

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Discover Pain Points and Operational Gaps

Act as a customer insights specialist. Conduct a simulated interview to explore specific pain points and operational gaps within [industry]. Use open-ended questions to dive into the root of daily frustrations and current workarounds.

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Define Priorities and Budget Constraints

Imagine you are a product strategist. With [ideal customer profile definition], ask questions that identify the customer’s main priorities, budget constraints, and any trade-offs they consider when selecting a solution.

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Identify Key Features for Product Fit

Act as a product manager. Using [ideal customer profile definition], create an interview script that identifies the most desired features and functional requirements the customer expects from a solution in [industry/service].

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Assess Competitor Solutions

Imagine you are a competitive intelligence analyst. Design questions to understand what solutions the customer currently uses, why they chose them, and any limitations they face with competitors’ offerings.

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Identify Adoption Barriers

Act as a change management expert. With [ideal customer profile definition], explore potential barriers to adopting new solutions, such as risk aversion, switching costs, and internal resistance.

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