Recently I've been interviewing all the sales, pre-sales, and professional services staff in my company to build a profile of our customers and prospects, in order to better focus our development, marketing, and sales efforts. This is the template I made (inspired by Geoffrey Moore's book). I use it to guide my interview process, and try to fill it in under 15 minutes. Lots of times I only use the initial table to get context about the work environment, but can't fill it in; I rarely get to the "after" scenarios, but I'm posting this to get feedback--what would you change in the template?
So far the whole process has been quite illuminating. It takes a while to digest all the information I get, though, so I can't do more than a few clients a day.
Target Customer Characterization
Client Name: Industry: Interviewed:
| Geography | Department | Job Title |
User |
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Technical Buyer |
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Economic Buyer |
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Before purchase, a day in the life of (find consequences for economic buyer):
Scene or point of frustration:
Desired outcome:
Attempted approach / Alternative Products / Competition :
Interfering factors:
Economic consequences:
After purchase, a day in the life of:
New approach:
Effectiveness of approach:
Economic benefit:
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