Customer discovery · Use case

“What do our customers actually need?”

Questions to ask customers work best when they're about the customer's life and the last time something happened, not about whether they like your idea: the principle behind Rob Fitzpatrick's book The Mom Test. Every question below carries the follow-up Spoke asks when the first answer is a polite “yeah, I'd use that.”

The answer

Most owners still count stock in a spreadsheet on Sunday night; the ones who'd pay to stop are the ones who lost a sale to a stock-out last month.

An example of the line the Agent Results Brief leads with.
The rule

Mom Test questions: opinion or behavior

An opinion question asks what someone thinks of your idea. A behavior question asks what they did the last time the problem came up. People are kind about ideas and accurate about last Tuesday. That's the idea behind Rob Fitzpatrick's The Mom Test, and it's the difference between every question on this page and the ones on most lists. More on wording that doesn't lead in biased and leading questions.

Opinion questions (what people are polite about)
  • “Would you use an app that did this?”
  • “Do you think this is a good idea?”
  • “How much would you pay for it?”
  • “Is this a problem for you?”
  • “What features would you want?”
Behavior questions (what people are accurate about)
  • “What happened the last time you had to do this?”
  • “What have you cobbled together to deal with it so far?”
  • “What have you paid for, or nearly paid for, to make it go away?”
  • “What did the last one cost you, in time or in money?”
  • “Who else is involved when this comes up?”
01 · The questions

Questions to ask customers, and what Spoke asks next

Under every question is the follow-up Spoke asks when the first answer is vague. That second question is where the real answer usually is.

Before you build: what they do today

When to ask: before you've written a line of code or a pitch, to people who have the problem
  1. What happened the last time you had to [do the job]?

    If the answer is vague, Spoke asks

    What did you do first?

  2. What usually sets it off?

    If the answer is vague, Spoke asks

    What happened the most recent time it was set off?

  3. What have you cobbled together to deal with it so far?

    If the answer is vague, Spoke asks

    How long did that take to set up?

  4. What does it cost you when it goes wrong?

    If the answer is vague, Spoke asks

    What did the last one cost you, in time or in money?

  5. What have you paid for, or nearly paid for, to make this go away?

    If the answer is vague, Spoke asks

    What stopped you at the point of paying?

  6. Who else is involved when this comes up?

    If the answer is vague, Spoke asks

    What does that person do while you're dealing with it?

  7. What's the worst part of it?

    If the answer is vague, Spoke asks

    When did that part last bite you?

  8. What would you have to stop doing if this problem went away?

    If the answer is vague, Spoke asks

    What would you do with that time instead?

Current customers: why they stay

When to ask: to people who've been paying for a while
  1. What job do you hire us for, in your own words?

    If the answer is vague, Spoke asks

    When did you last do that job with us, start to finish?

  2. What's the last thing you did with us that you'd have hated to do by hand?

    If the answer is vague, Spoke asks

    How long would it have taken by hand?

  3. When did you last consider switching away?

    If the answer is vague, Spoke asks

    What was going on that week?

  4. What do you tell new colleagues about how to get the most out of us?

    If the answer is vague, Spoke asks

    What's the last thing you had to explain to one of them?

  5. What are you usually in the middle of when you open us?

    If the answer is vague, Spoke asks

    What are you hoping is true once we're open?

  6. What would have to happen for us to be the thing you open first each day?

    If the answer is vague, Spoke asks

    What opens first today?

Churn risk: before they leave

When to ask: to customers whose use has dropped, before renewal
  1. What, if anything, has become more annoying about us over time?

    If the answer is vague, Spoke asks

    When did you first notice it?

  2. What do you work around rather than fix?

    If the answer is vague, Spoke asks

    What does the workaround look like on a bad day?

  3. What, if anything, is keeping you with us right now?

    If the answer is vague, Spoke asks

    When did that last matter to you?

  4. What have you started looking at instead, even casually?

    If the answer is vague, Spoke asks

    What did it do that caught your eye?

  5. What did you expect from us this year that hasn't happened?

    If the answer is vague, Spoke asks

    What did you do when it didn't arrive?

Pricing and value: what it's worth to them

When to ask: before you set or change a price
  1. What does this problem cost you over a year, in your own accounting?

    If the answer is vague, Spoke asks

    Which part of that cost hurts most?

  2. What's the last thing you paid for to save yourself time?

    If the answer is vague, Spoke asks

    What made that one worth it?

  3. How did you make the case for the last tool you bought?

    If the answer is vague, Spoke asks

    Who had to say yes?

  4. What would make you feel you'd overpaid for us?

    If the answer is vague, Spoke asks

    When has something else felt that way?

  5. What almost won instead of us?

    If the answer is vague, Spoke asks

    What made the difference in the end?

Referrals: who they'd send

When to ask: to customers who've been with you long enough to have an opinion
  1. Who was the last person you told about us?

    If the answer is vague, Spoke asks

    What were they struggling with at the time?

  2. What did you say when you told them?

    If the answer is vague, Spoke asks

    What did they ask you back?

  3. Who would you never recommend us to?

    If the answer is vague, Spoke asks

    What would go wrong for them?

  4. What would make recommending us easier?

    If the answer is vague, Spoke asks

    What stopped you the last time you thought about it?

Send these questions Spoke asks each person on their own and follows up on every vague answer.
02 · The interview

How the interview goes.

Every person gets interviewed, not surveyed. Spoke asks, listens, and follows up on what that person actually said. Here's an example.

Spoke
Customer discovery · 10 min
Think back to the last time a customer asked for something you'd run out of. What happened?
Told them we'd have it Thursday. They didn't come back.
Between them asking and Thursday, what did you have to do?
Check the sheet, ring the supplier twice, and the other shop had three on the shelf the whole time. Honestly the not knowing is the worst bit.
How many times last month did that happen?
03 · The answer

What the answer looks like.

Read the answer, not the transcripts: themes ranked by how many people raised them, the quotes behind each, and the places where two groups disagree.

Agent Results Brief Final
Summary

What people do today: most owners count stock in a spreadsheet on Sunday night and reorder from suppliers by phone or email. What it costs them: 18 lost a sale to a stock-out in the last month, and most of those found out from the customer. Owners with one shop mostly say the spreadsheet is fine; owners with two or more say the counts drift between shops and that's where the sales get lost. Nobody has paid for a fix, but 9 have tried a free app and dropped it after one week.

One-shop and multi-shop owners disagree on whether it's a problem.
One shop: the spreadsheet is fine · 11
Two or more shops: counts drift between shops · 14
What to build first, and for whom
1Build for owners with two or more shops; they're the ones losing sales and the ones who said what it costs.
2Start from the Sunday-night count: import their spreadsheet, don't replace it on day one.
3Interview the 9 who dropped a free app after a week; the week-one drop-off is the thing to design around.
What people said · Sunday-night spreadsheet count
“Sunday night, laptop on the kitchen table, every week.”
“I found out we were out when the customer asked for it.”
“The other shop's sheet is always a week behind mine.”
Themes · 41 responses
Counts stock in a spreadsheet on Sunday night29
Reorders by phone or email22
Lost a sale to a stock-out last month18
Happy with the current setup11
Sentiment
27% positive46% mixed27% negative

An example Agent Results Brief. The counts, themes and quotes are illustrative, not from a real survey.

The follow-up

What Spoke does after “yeah, I'd use that”

“I'd use that” is the kindest thing a person can say and the least useful. Spoke asks about the last time, and the answer tells you whether they would. Sometimes it confirms the need; that's the point of asking.

Example · Before you build · a dog-walker booking app
QuestionWhat happened the last time you needed someone to walk your dog?
First answerUgh, every time it's a pain. I'd use an app for that, honestly.
Spoke follows upThink of the last time you actually booked one. Who did you end up asking?
Real answerMy neighbor, honestly. She's retired and likes him. I've never paid anyone. I looked at an app once and closed it.
What it uncovered

There's no purchase behind the “pain.” This person solves it with a neighbor and has never paid; the idea would need a different customer.

Example · Before you build · expense reports for a field sales company
QuestionWhat have you cobbled together to deal with it so far?
First answerIt's a mess. If something just did it, we'd buy it.
Spoke follows upFollow one receipt for me: what happens to it between the rep's hand and the books?
Real answerThe rep photographs it into a group chat and my assistant retypes it on a Friday. I signed off on the last tool we bought myself, same week, because it was under my limit. Above that it's the finance director and it takes a quarter.
What it uncovered

A real workaround with a real cost (an assistant's Friday) and a buyer who can sign the same week. This one is worth building for.

Example · Current customer · after seeing a mockup of a new report
QuestionWhat did you do the last time you needed these numbers?
First answerThe new report? Yeah, I'd use that. Sounds useful.
Spoke follows upSet the report aside for a second. The last time you needed those numbers, what did you actually do?
Real answerExported everything to a spreadsheet, made a pivot, sent it to my accountant. Then I don't think anyone opened it. She asked me one question on the phone and that was that.
What it uncovered

The numbers get made once and never read. The need is the one question the accountant asks, not the report.

How to ask

How to ask customers questions without leading them

Three habits, in our words, from the way good customer interviews are run. They matter whether you're asking in person or sending the questions with Spoke.

01

Talk about their life, not your idea

The idea can wait until the end, or never come up. If you describe it first, every answer after is about being nice to you.

  • Bad: We're building X. Would that help?
  • Better: What happened the last time you had to [do the job]?
02

Ask about the past, not the future

What they'd do is a guess. What they did is a fact, with a cost attached.

  • Bad: How often would you use it?
  • Better: What did you do the last time this came up?
03

Ask what it cost, and who paid

A problem nobody has spent time or money on is a problem people live with. Ask what they've tried, what they've paid, and who had to say yes.

  • Bad: How much would you pay?
  • Better: What have you paid for, or nearly paid for, to make this go away?
Which set to send

Which questions to ask which customers

Each group above fits one moment. Here is who to send it to and what you're trying to learn. For satisfaction after a purchase or a project, use the customer feedback questions; for the score and its reason, NPS follow-up; for people who already left, the customer exit survey; to find out whether you've found fit, the product-market fit survey.

StageSend it toWhat you want to learnAsk first
Before you buildPeople who have the problem, whether or not they know youWhat they do today and what it costs“What happened the last time you had to [do the job]?”
Current customersPeople who've paid for a whileThe job they hire you for, in their words“What job do you hire us for, in your own words?”
Churn riskCustomers whose use has droppedThe workaround they've built instead of complaining“What do you work around rather than fix?”
Pricing and valueBuyers, before you set or change a priceWhat the problem costs and who signs“What does this problem cost you over a year?”
ReferralsLong-standing customersWho they'd send and what they'd say“Who was the last person you told about us?”
04 · How to run it

Three steps, ten minutes.

  1. Write or pick the questionStart from “What do our customers actually need?” or say it your own way. Spoke drafts the goal, the audience and the follow-ups; you edit any of it.
  2. Send the linkShare one link however you reach people. They answer in the browser; you set the time: 5, 10 or 15 minutes (10 by default).
  3. Read the answerThemes ranked by how many people raised them, the quotes behind each, and what to do first. Every transcript is there too.
Send these questions

What do you want to learn, and who's answering?

What do our customers actually need?

Drafted the spec. I'll ask about the last time it happened and what it cost, and keep the idea itself out of it until the end. Should I mention the idea at all?

Live survey spec
Goal
What owners do today to keep track of stock, what it costs them when it goes wrong, and who has already paid to fix it.
Audience
Owners of independent shops from the waiting list, one link each
Topics
The last stock count, step by step
What a stock-out cost them
Who asks this

People who need the answer.

Founders
Find out what people do today and what it costs them before you build for them.
Product managers
Replace “would you use this?” with what happened last time, at scale.
Owners of small businesses
Ask customers what they actually do, without a research budget.
Account managers
Hear the workaround a customer built instead of complaining, before renewal.
FAQ

Questions about this one.

What are good questions to ask customers?

Questions about what they did, not what they think: “What happened the last time you had to do this?”, “What have you cobbled together to deal with it so far?”, “What did the last one cost you?”, “What have you paid for to make it go away?” and “Who else is involved when it comes up?” Then follow up on the vague answer with the last specific time.

What is the Mom Test?

A book by Rob Fitzpatrick about talking to customers. The idea, in our words: ask about their life and the specific past, not your idea and the hypothetical future, so that even someone who loves you (your mom) can't give you a falsely encouraging answer. The questions on this page follow that principle.

How do you ask customers what they want without leading them?

Don't describe your idea first. Ask what happened the last time the problem came up, what they did, and what it cost. Avoid “would you” and “do you think”; ask “what happened” and “what did you do.” More in the guide to biased and leading questions.

How many customers should you talk to?

Until the answers stop surprising you. Early on, a handful of conversations change your mind every time; when three in a row tell you the same workaround and the same cost, you've found the pattern. Sending the questions with Spoke lets you keep going past the handful without scheduling calls.

What questions should a founder ask potential customers?

The “before you build” set above: the last time it happened, what they did, what they've cobbled together, what it cost, what they've paid or nearly paid, and who else is involved. Keep your idea out of it until the end.

What are open-ended questions to ask customers?

Questions that can't be answered yes or no and don't suggest an answer, such as “What happened the last time you had to do this?” Every question on this page is one; the open-ended survey questions guide covers how to write them.

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