User Research Playbook for B2B Products

User Research Playbook for B2B Products

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Notion template, containing: - How to do product discovery - How to talk to users (and how not to) - Experimentation planner to drive your product discovery strategy - User session tracker for your user research - Sales pipeline for you to use as you transition user sessions to paying customers

with the promo code: (-% OFF)

(Click on image to enlarge it)

I was a Product Manager with years of experience in the B2C space by the time I started my own company. Back then, I thought I knew all about product discovery and delivery. Boy, how wrong I was!

Why did I create this?

I quickly found out that B2B is a whole different ball game. And talking to users about a product that's just starting is nothing like the product discovery for an already established product.

I’m naturally an introvert. I had no product-market fit. I asked all the wrong questions. I wasted months building the wrong things. Reality punched me in the face, hard. So I went back to the books. Great books like The Mom Test and Deploy Empathy helped me get a foothold in this world. Eventually, I mixed all my learnings, to create this framework.

It was like night and day. My product moved faster, I discarded assumptions without building anything, and better yet: when the time came to ship it, I already had clients in line!

If you are already using Notion, following this framework will help you move faster toward product-market fit. If you apply it diligently, you’ll fail faster so you can reach success faster too.

Problems you might be facing:

  • I don't know what users want
  • I’m building the features users ask me for and even still they don’t buy my product
  • Users say they love my product, but never actually test them
  • Talking to users is hard and I don’t know where to begin
  • How do I know when to pivot?
  • How do I know if I’m talking to the right people?
  • How do I discover my ideal customer?

What you'll learn:

  • How to break the product-market fit problem into hypotheses to test
  • How to drive your user interviews to uncover real learnings
  • When to pivot your product/feature and how
  • How to talk to users to avoid “fluff” and empty promises
  • How to treat customers who say “no” to you as a win

What you'll get:

12-page Notion template, containing:

  • How to do product discovery
  • How to talk to users (and how not to)
  • Experimentation planner to drive your product discovery strategy
  • User session tracker for your user research and learnings
  • Sales pipeline for you to use as you transition user sessions to leads and finally to paying customers.
  • Bonus sections on B2B sales procedures and roles
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How can I duplicate the template?

Once you're on the Notion page, you will have the button "duplicate" on top-right. Click on it and choose your workspace. Your template should be there in a few instants 🎉

duplicate-template-screeshot

I was a Product Manager with years of experience in the B2C space by the time I started my own company. Back then, I thought I knew all about product discovery and delivery. Boy, how wrong I was!

Why did I create this?

I quickly found out that B2B is a whole different ball game. And talking to users about a product that's just starting is nothing like the product discovery for an already established product.

I’m naturally an introvert. I had no product-market fit. I asked all the wrong questions. I wasted months building the wrong things. Reality punched me in the face, hard. So I went back to the books. Great books like The Mom Test and Deploy Empathy helped me get a foothold in this world. Eventually, I mixed all my learnings, to create this framework.

It was like night and day. My product moved faster, I discarded assumptions without building anything, and better yet: when the time came to ship it, I already had clients in line!

If you are already using Notion, following this framework will help you move faster toward product-market fit. If you apply it diligently, you’ll fail faster so you can reach success faster too.

Problems you might be facing:

  • I don't know what users want
  • I’m building the features users ask me for and even still they don’t buy my product
  • Users say they love my product, but never actually test them
  • Talking to users is hard and I don’t know where to begin
  • How do I know when to pivot?
  • How do I know if I’m talking to the right people?
  • How do I discover my ideal customer?

What you'll learn:

  • How to break the product-market fit problem into hypotheses to test
  • How to drive your user interviews to uncover real learnings
  • When to pivot your product/feature and how
  • How to talk to users to avoid “fluff” and empty promises
  • How to treat customers who say “no” to you as a win

What you'll get:

12-page Notion template, containing:

  • How to do product discovery
  • How to talk to users (and how not to)
  • Experimentation planner to drive your product discovery strategy
  • User session tracker for your user research and learnings
  • Sales pipeline for you to use as you transition user sessions to leads and finally to paying customers.
  • Bonus sections on B2B sales procedures and roles