Validate playbook

How to talk to potential customers

Run conversations that reveal past behavior instead of collecting polite opinions.

Published July 2026Last reviewed July 202612 minute read

Ask about the last time the problem occurred, what the person did, what was difficult, and what the outcome cost. Avoid pitching until you understand the story.

Work through it

01

Recruit narrowly

Speak with people who recently experienced the problem you are studying.

02

Ask for a story

Use prompts such as “Tell me about the last time this happened.”

03

Follow the energy

Probe moments where the person becomes specific, frustrated, or unusually detailed.

04

End with access

Ask for a follow-up, introduction, pilot, or permission to show a prototype.

Common mistakes

  • Explaining too much
  • Seeking compliments
  • Interviewing only friends

Use this checklist

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