customer discovery

customer access belongs in the first conversation

the route to people shapes what you build, what you can test and the business it could become. useful discovery begins with what customers actually do.

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separate the user, buyer and gatekeeper

the person who experiences a problem may not control the budget. the buyer may still need approval from an operations owner, procurement team or another responsible person. write down each role and the decision they control before treating an enthusiastic user as a route to adoption.

ask about a recent occurrence of the problem: what happened, who was involved, how it was resolved and what it cost. avoid starting with a product pitch. you are trying to understand the current behaviour, including the reasons someone might keep it.

a useful interview sequence

  • ask for a specific recent example of the problem, rather than a prediction about future behaviour.
  • walk through the current process in order. identify delays, workarounds and the people involved.
  • ask what they have already tried and why they kept or abandoned it.
  • find out how a change gets approved, purchased and introduced to the people using it.
  • ask what an improvement would need to demonstrate. do not promise a result you have not tested.
  • request permission for a clearly defined follow-up. record the substance of the discussion and any limits on using it.

make an access map

list the first customer group, the route to them, the person responsible for that relationship and the permission required to run a test. distinguish a proposed channel, an introduction, a pilot agreement and a paying relationship. they answer different questions.

if a partner provides access, examine the incentive for both sides. who owns the ongoing customer relationship? can you learn directly from users? what happens if the partner changes priorities? a distribution relationship can help a venture and can also create dependence.

agree what the pilot will decide

before a pilot, define the user group, current baseline, intended improvement, measurement period, responsibilities and the decision at the end. include what must remain safe and reliable during the test. agree the next commercial conversation so a successful experiment does not become an open-ended demonstration.

afterward, record what happened and what did not. include how participants were selected and what the test could not establish. a small successful pilot can justify another test without proving repeatable demand across a market.

ask which part of the channel can travel

an effective south african channel may depend on a local relationship, pricing structure or procurement process. in another country, the buyer, alternatives and delivery costs may differ. identify which part you can reuse and which you must validate again.

you do not need an established network to introduce an idea to lab2sky. a practical plan to establish customer access is part of building the venture.

these are lab2sky’s working questions and assessment approach. examples are illustrative unless explicitly identified otherwise. how we write our guides

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a startup readiness checklist ↗

a practical evidence checklist for south african founders: customer problems, impact, revenue, international potential and the next useful test.

international potential

build an international growth case ↗

a founder’s guide to choosing a next market and testing customer demand, distribution, local adaptation and the economics of international growth.

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