Discovery Call Playbook
Before the Call
Set the Objective:
Write down the one thing each conversation has to teach us
M
it helps to name a single question we genuinely can't answer from the dashboards.
Decide which product decision this round of research is meant to unblock.
Choose Participants:
- Invite people who opened the beta at least twice in the last six weeks.
- Balance plan size, account age, and how often they actually log in.
Book the Sessions:
- Send each participant two time windows so they can pick the one that costs them least.
- Say up front how long it runs, who else joins, and whether the call is recorded.
Draft the Questions:
Open with the last time they tried to do the job, not with what they think of the product.
Keep every prompt anchored to something they already did rather than something they might do.
Leave slack in the script so you can follow the thread when an answer surprises you.
