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customer-discovery-guide skill

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/skills/customer-discovery-guide

This skill guides you through customer discovery interviews and builds insights frameworks to inform product decisions.

npx playbooks add skill eddiebe147/claude-settings --skill customer-discovery-guide

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---
name: Customer Discovery Guide
slug: customer-discovery-guide
description: Guide customer discovery interviews and develop customer insight frameworks
category: research
complexity: simple
version: "1.0.0"
author: "ID8Labs"
triggers:
  - "customer discovery"
  - "customer interviews"
  - "discovery questions"
  - "customer research"
  - "user research"
tags:
  - discovery
  - interviews
  - customers
  - research
  - insights
---

# Customer Discovery Guide

Guide customer discovery interviews and develop customer insight frameworks

## When to Use This Skill

Use this skill when you need to:
- Analyze data and extract insights
- Conduct thorough investigation
- Synthesize complex information

**Not recommended for:**
- Tasks requiring creative content generation
- business operations

## Quick Reference

| Action | Command/Trigger |
|--------|-----------------|
| Create customer discovery guide | `customer discovery` |
| Review and optimize | `review customer discovery guide` |
| Get best practices | `customer discovery guide best practices` |

## Core Workflows

### Workflow 1: Initial Customer Discovery Guide Creation

**Goal:** Create a high-quality customer discovery guide from scratch

**Steps:**
1. **Discovery** - Understand requirements and objectives
2. **Planning** - Develop strategy and approach
3. **Execution** - Implement the plan
4. **Review** - Evaluate results and iterate
5. **Optimization** - Refine based on feedback

### Workflow 2: Advanced Customer Discovery Guide Optimization

**Goal:** Refine and optimize existing customer discovery guide for better results

**Steps:**
1. **Research** - Gather relevant information
2. **Analysis** - Evaluate options and approaches
3. **Decision** - Choose the best path forward
4. **Implementation** - Execute with precision
5. **Measurement** - Track success metrics

## Best Practices

1. **Start with Clear Objectives**
   Define what success looks like before beginning work.

2. **Follow Industry Standards**
   Leverage proven frameworks and best practices in research.

3. **Iterate Based on Feedback**
   Continuously improve based on results and user input.

4. **Document Your Process**
   Keep track of decisions and outcomes for future reference.

5. **Focus on Quality**
   Prioritize excellence over speed, especially in early iterations.

## Checklist

Before considering your work complete:

- [ ] Objectives clearly defined and understood
- [ ] Research and discovery phase completed
- [ ] Strategy or plan documented
- [ ] Implementation matches requirements
- [ ] Quality standards met
- [ ] Stakeholders informed and aligned
- [ ] Results measured against goals
- [ ] Documentation updated
- [ ] Feedback collected
- [ ] Next steps identified

## Common Mistakes

| Mistake | Why It's Bad | Better Approach |
|---------|--------------|-----------------|
| Skipping research | Leads to misaligned solutions | Invest time in understanding context |
| Ignoring best practices | Reinventing the wheel | Study successful examples first |
| No clear metrics | Can't measure success | Define KPIs upfront |

## Integration Points

- **Tools**: Integration with common research platforms and tools
- **Workflows**: Fits into existing analysis and research workflows
- **Team**: Collaborates with research and analytics stakeholders

## Success Metrics

Track these metrics to measure effectiveness:
- Quality of output
- Time to completion
- Stakeholder satisfaction
- Impact on business goals
- Reusability of approach

---

*This skill is part of the ID8Labs Skills Marketplace. Last updated: 2026-01-07*

Overview

This skill guides customer discovery interviews and builds customer insight frameworks to turn raw research into actionable product and go-to-market decisions. It provides step-by-step workflows for creating discovery guides, optimizing interview plans, and tracking success metrics. The intent is to help teams move from ambiguous assumptions to validated customer understanding.

How this skill works

The skill helps you define objectives, plan interview strategies, and execute research with templates and checklists. It supports iterative optimization: gather data, analyze findings, set KPIs, and refine your guide based on feedback and measured outcomes. It also highlights common mistakes and integration points with research tools and stakeholder workflows.

When to use it

Before product decisions that require direct customer validation
When designing or updating interview guides and research plans
To synthesize qualitative data into clear customer insights
When you need to align stakeholders on research objectives and outcomes
To measure and improve the effectiveness of discovery efforts

Best practices

Start with clear, measurable objectives and defined success criteria
Follow established research frameworks and adapt them for your context
Iterate quickly: run interviews, analyze, then refine the guide
Document decisions, findings, and next steps for traceability
Define KPIs up front so you can measure impact and learning

Example use cases

Create a new customer discovery guide for a feature hypothesis
Optimize an existing interview guide to reduce bias and increase signal
Align product, research, and marketing teams on customer problems
Turn interview transcripts into prioritized insights and action items
Establish repeatable metrics to track research quality and impact

FAQ

What does the initial workflow cover?

It covers discovery, planning, execution, review, and optimization to create a complete interview guide from scratch.

How do I measure success?

Use defined success metrics like quality of output, time to completion, stakeholder satisfaction, impact on goals, and reusability of the approach.