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Talk 02 · The tactics

How to: Customer Discovery
the call-by-call flow.

A practitioner-level walkthrough of what to actually do before, during, and after every customer discovery call.

DeckHow to: Customer Discovery
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Audience

Founders, GTM engineers, and PMs who have an ICP hypothesis and need a repeatable interview process that produces learnings — not noise.

About

The tactical sequel to Talk 01. Same interview philosophy, but zoomed all the way in: how to recruit, how to pre-game, what to say, how to score, and how to store the output.

Key takeaways

  1. 01Customer Discovery is a chain of four call types — context, problem, position, pilot. Don't skip stages and don't talk to non-customers.
  2. 02Recruit in three lanes simultaneously: LinkedIn post, in-network (Happenstance over your exports), and prospect outbound (Sales Nav + Dripify / Lemlist).
  3. 03Pre-game every interview in 5–15 min: review the guide, review their LinkedIn profile, test your transcriber (Granola or Fathom).
  4. 04During the call: the guide is a guide. Follow their story, ask open-ended "and then what?", investigate the last time it happened, learn into emotions.
  5. 05Use CURSE as a problem-worthiness score: Crucial, Ubiquitous, Recurring, Specific, Engaging. Bank the quote, the spend, and the search behavior.
  6. 06After the call: store the recording, score in a CURSE Tracker, and only stop interviewing when you stop learning.

Companion assets

Everything else from the talk.

The rest of the series