| Question | Evidence |
|---|---|
| What promises have been made during the Marketing/Sales process? | |
| What level of service did they purchase? What features/services are available to them? | |
| Who was involved in the sale? Who will be interacting with our solution directly? | |
| What are their current processes? How does our solution fit in? | |
| What migration(s)/configuration need to happen for our solution to be ready for use? |
| Question | Evidence |
|---|---|
| What is their current understanding of our solution? | |
| What types of educational content work best for them? (webinars, in-person training, self-guided training, documentation, case studies, etc) | |
| Who should be involved in making training decisions? | |
| Who needs to receive training?? | |
| Question | Evidence |
|---|---|
| What problems do they encounter as they get more familiar with our solution? | |
| How well does our solution interact with their other tools/processes? | |
| How are we measuring/tracking customer satisfaction? | |
| What features are the most popular? The least? | |
| What are the most common support requests? |
| Question | Evidence |
|---|---|
| How is our solution making money for the customer? (saving time, saving money, increasing sales, reducing support costs, etc) | |
| How satisfied are users with the experience? (e.g. ease of use) | |
| How satisfied is the business with the amount of value created? | |
| Where are the potential areas for expansion? | |
| Question | Evidence |
|---|---|
| How can we leverage their enthusiasm for our solution? | |
| What would make the most compelling case study? | |
| Who are their peers and how do they influence each other? | |
| What additional features/solutions might benefit them the most? | |