Before We Meet

A little context helps us spend less time getting up to speed and more time solving the right problem.

This brief intake will help me understand your product, the decision you’re facing, what you’ve already tried, and where you may be getting stuck.

Estimated time: 8–10 minutes

You don’t need to have the problem perfectly defined. Share what you know, what you’re unsure about, and what you’d like clarity on.

Your Name *

Company / Product *

Your Role *

Product / Website / Prototype URL

Where is the product today? *

What is the ONE product decision or problem you want us to work through? *

If we accomplished one thing during our 60 minutes, what would make the session worthwhile? *

Who is experiencing this problem, and what are they trying to accomplish when it happens? *

What is happening today? *

What is the strongest evidence you have?

What business outcome are you trying to improve? *

Why does this need to be addressed now? *

Do you already have a proposed solution or direction? *

Yes We have several options Partially No

What solution or options are you currently considering? *

What are you currently assuming to be true? *

What could go wrong if you make the wrong decision? *

What have you already tried, discussed, decided, or ruled out? *

Is there disagreement about what should happen next? *

No Some disagreement Significant disagreement

Briefly describe the different points of view. *

What has already been committed to design or engineering?

What is the expected rollout? *

Internal Pilot Beta Limited customer release Phased rollout Full release Unsure

What must be true before you feel comfortable releasing it? *

How will you know whether the release is successful? *

What is working today, and what is not? *

What user or customer feedback are you seeing?

What are the most important metrics you currently track for this problem?

How is actual performance different from what you expected?

What changes have you already tried? *

Share any materials I should review before the session.

Upload a file or drag and drop

50 MB limit per file

What are the three questions you most want answered during our session? *