PERSPECTIVES

Better questions. More useful answers.

Notes on testing ideas, making decisions, and turning uncertainty into a clear next step.

Due Diligence

Pricing

Research Methods

Pricing Due Diligence: Testing a Price Increase Before Close

Pricing due diligence tells investors whether customers will accept a planned price increase before the deal closes. This guide shows how to combine past churn data, a price sensitivity survey and customer interviews into one clear read on pricing power, with a simple plan you can run in two to four weeks.

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AI

AI Products

User Research

Research Methods

Testing AI Assistants With Real Customers: What to Look For

Testing conversational AI with real customers reveals problems that internal demos miss: misplaced trust, wrong answers, weak recovery and awkward handoffs to people. Learn how to set up chatbot user testing sessions, what to measure, how to probe guardrails, and use our checklist for your next round.

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User Research

Research Methods

Templates

How to Write a Research Screener (With Template)

A research screener decides who gets into your study, so it shapes every finding that follows. Learn how to order screener questions, spot red flags, set quotas and recruit research participants who match your real customers. Includes a free participant screener template you can copy and adapt.

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Innovation

Strategy

Innovation Consultant or In-House Team? How to Decide

Should you hire an innovation consultant or build an in-house innovation team? This guide compares cost, speed, skill range and long-term ownership, with the real cost of a full-time researcher worked out. Use it to decide which model fits your goals, or how to combine the two.

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User Research

Templates

Build, Change, or Stop: How to Write a Research Readout Leaders Act On

A research readout earns its keep when leaders can act on it the same day. Learn how to end every readout with a build, change or stop call for each idea, rate the strength of the evidence, and present research findings in a clear slide outline you can copy.

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Requirements

Templates

What to Put in a Requirements Document Your Vendor Can Build From

A clear requirements document saves weeks of vendor rework. Learn what to include: goals, scope, success metrics, users, user stories with acceptance criteria, non-functional requirements and the research evidence behind each decision. Includes a checklist to confirm your business requirements document is ready to hand over.

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Due Diligence

Pricing

The Customer Claims Hiding in Most Value Creation Plans

Every value creation plan lever, from pricing to cross-sell to retention, rests on a claim about how customers will behave. This guide helps private equity teams spot those growth assumptions, rank them by risk and test the most important ones with real customers in weeks, before the deal closes.

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Experiments

Product Validation

How to Run a Fake Door Test Without Annoying Customers

A fake door test measures real demand for a feature or offer before you build it. Learn how to set a pass mark in advance, plan enough traffic for a trustworthy result, and write an honest message after the click so customers stay on your side. Includes setup steps and common mistakes.

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Product Validation

Innovation

Strategy

Desirability, Viability, Feasibility: How to Rank the Risks in a New Idea

Desirability, viability and feasibility give you three lenses for finding the risks in a new idea. Learn how to list the assumptions under each lens, rank them by importance and evidence, and test the riskiest assumption first. Includes a worked example and a test method for each lens of the DVF framework.

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User Research

Research Methods

How Many User Interviews Do You Need? A Practical Guide to Research Sample Sizes

How many user interviews do you need? For interviews and prototype tests, 5 to 8 people per customer group usually reveals most of what you will learn. Surveys need 100 or more responses for a usable margin of error. This guide explains the research behind each user research sample size and when to go bigger.

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Due Diligence

Product Validation

Research Methods

How to Test a Growth Plan With Real Customers Before You Close

Customer research for commercial due diligence shows whether the growth plan behind a deal will hold up with real customers. This guide shows PE firms, family offices and angels how to test the customer claims in a value creation plan in two to four weeks, before the deal closes.

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Product Validation

Experiments

Research Methods

How to Validate a Product Idea Before You Build It

Learn how to validate a product idea before you commit a budget to building it. This step-by-step product validation process helps established businesses name the bet, test it with real customers in a few weeks, and decide with evidence whether to build, change or stop.

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