jmsktm/claude-settings/customer-discovery-guide

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

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.

1. Follow Industry Standards

Leverage proven frameworks and best practices in research.

1. Iterate Based on Feedback

Continuously improve based on results and user input.

1. Document Your Process

Keep track of decisions and outcomes for future reference.

1. 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

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