| 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:
- Discovery - Understand requirements and objectives
- Planning - Develop strategy and approach
- Execution - Implement the plan
- Review - Evaluate results and iterate
- Optimization - Refine based on feedback
Workflow 2: Advanced Customer Discovery Guide Optimization
Goal: Refine and optimize existing customer discovery guide for better results
Steps:
- Research - Gather relevant information
- Analysis - Evaluate options and approaches
- Decision - Choose the best path forward
- Implementation - Execute with precision
- Measurement - Track success metrics
Best Practices
Start with Clear Objectives Define what success looks like before beginning work.
Follow Industry Standards Leverage proven frameworks and best practices in research.
Iterate Based on Feedback Continuously improve based on results and user input.
Document Your Process Keep track of decisions and outcomes for future reference.
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