Unnat Patel
← OverviewHow I buildCustomer discovery

Customer discovery

From customer conversations
to product decisions.

I understand how customers work, connect their account to the evidence, and work backward to a problem the team can solve.

Follow an interview into a product choice Anonymized customer evidence · 2023

The primary industrial interview

A buyer wanted competitive bids.
The response path missed part of that demand.

The interview notes recorded positive feedback on selection and price, alongside a policy that moved purchasing into competitive sourcing. They connected that feedback to quote eligibility and a broader response path.

Recorded product intent

Discuss eligibility.
Prioritize a broader offer path.
Plan a shadow evaluation.

Recorded next steps, with follow-up owners and dates

Three customers, distinct needs

Keep the differences in view.

The industrial flash described recurring eligibility feedback. The additional utility and retail flashes differ. I treated eligibility, acknowledgment and workflow clarity as separate needs.

Paraphrased customer evidence and the decision it informs
CustomerWhat the record saysProduct implication
IndustrialPositive selection and price feedback, competitive sourcing and a request to lower quote eligibility.Discuss eligibility; prioritize a marketplace-offer response path; plan a shadow evaluation.
UtilityEligibility had prevented supplier invitations. The customer wanted a lower cutoff and declined integrated search because inventory and external buying blurred together.Prioritize marketplace-offer routing before quote enrichment. Separating inventory from external offers is an interpreted candidate requirement.
RetailThe customer accepted the current eligibility limit and required an explicit response to every invitation.Make bid or no-bid acknowledgment visible to the buyer. The customer connected responses to trust and future inclusion.

These three accounts do not establish population-wide prevalence. The duplicate industrial flash is one account, not an additional interview. The quote-funnel analysis has a separate source trail.

Evidence explorer

Change the customer. Change the decision.

Compare the evidence, the recorded intent and the next question. Choosing a customer shows why the same response does not fit every workflow.

Industrial · extend the response path

Customer evidence

Competitive sourcing mattered even with positive selection and price feedback. Eligibility restricted the response path.

Recorded next step

Discuss the cutoff, prioritize marketplace offers for otherwise ineligible requests and arrange a shadow evaluation. Search enablement was a separate follow-up for this customer.

Next question · reconstructed

Can a candidate offer fit the buyer’s comparison process and preserve terms through the award-to-order handoff?

Record boundary: Agreement to a planned evaluation is documented. Completion, launch and measured improvement are not supplied.

Utility · route offers before enriching quotes

Customer evidence

The customer wanted a lower eligibility cutoff. Integrated search was declined because inventory and external buying blurred together in that workflow.

Recorded product intent

Prioritize an alternative marketplace-offer response path before quote enrichment.

Candidate requirement · interpreted

Distinguish owned inventory from external offers so the buyer can understand which purchasing action each result supports.

Record boundary: The search refusal is a documented adoption decision. Inventory/offer separation is an interpretation, not an approved feature or launch.

Retail · acknowledge every invitation

Customer evidence

The current eligibility limit was acceptable. The buyer required an explicit response to every invitation, whether the supplier would bid or decline.

Customer-stated requirement

Return a buyer-visible bid or no-bid acknowledgment for every invitation. An internal unresolved status alone would not meet that need.

Next question · reconstructed

What response timing and decline explanation would let the buyer close the loop and decide whom to invite next?

Record boundary: The customer tied acknowledgment to trust and future inclusion. The interviews do not measure a trust improvement or establish implementation.

Working backward from the industrial flash

Follow the reasoning.

Explore each step. The primary industrial flash records that customer’s workflow and planned actions; the interview prompts and acceptance criteria below reconstruct how to make that reasoning repeatable.

01 / 06 · InterviewReconstructed prompts

Start with a recent purchase.

I ask the customer to walk through what happened, including the policies, handoffs and exceptions that shape the decision.

Workflow

“Walk me through your last request, from finding the item to sending the order.”

Identify the tools, steps and people involved.
Decision rule

“What makes you request competing bids rather than buy directly?”

Separate procurement policy from product preference.
Exception

“What happens when a supplier doesn’t return a bid?”

Find the fallback and the cost of missing responses.
Tradeoff

“How do you decide between the offers you receive?”

Understand when price matters and when other factors enter.
What I probe before discussing a feature

I distinguish repeat behavior from a one-off incident, ask for a concrete example, and confirm the meaning of terms such as a request, bid, award and order. Then I ask what a successful next step would allow the buyer to do.

These are example prompts reconstructed from the topics in the flash. The source does not preserve the original interview questions or a verbatim transcript.

02 / 06 · CaptureSource-backed structure

Write a flash that carries the context.

The supplied flash connects the customer’s procurement model to the journey, the feedback and the next actions. That makes the evidence usable beyond the people in the call.

  1. 01
    Context

    Buying environment, sourcing policy and platform changes.

  2. 02
    Journey

    Search → request → bids → award → order → approval → fulfillment.

  3. 03
    Customer evidence

    Preferences, constraints, exceptions and repeated themes.

  4. 04
    Learning and action

    Product discussion, enablement, a bounded evaluation or another interview.

  5. 05
    Follow-through

    Owner, next conversation and target date for each planned action.

Keep fact, interpretation and action distinct

Fact: the notes describe a manual order step after an award. Interpretation: that handoff may constrain the complete purchasing journey. Action: investigate the ordering integration with the people who own it.

The document records a discussion about ordering automation. It does not establish that automation launched or quantify the handoff’s cost.

03 / 06 · InterpretNotes → interpretation

A feature request reveals a purchasing constraint.

I connect what the customer asks for to what prevents them from completing the job.

Evidence

The notes record satisfaction with selection and price, a preference for competitive sourcing, and feedback to lower quote eligibility.

Interpreted need

Receive a usable supplier response within the buying process, including for requests outside the existing bulk path.

Problem

Customer demand and the product’s response eligibility do not fully align.

Opportunity

Route appropriate requests to a marketplace offer when the bulk quote path cannot respond.

Check the hypothesis against the other accounts

The industrial flash describes recurring eligibility feedback. The additional flashes differ: utility wanted a lower cutoff, while retail accepted the current limit and required an explicit response to every invitation. I treated eligibility and acknowledgment as separate needs.

These accounts do not establish population-wide prevalence. Request data is needed to size addressable demand; the linked quote-funnel analysis retains its separate source trail. Compare the three accounts.

04 / 06 · PrioritizeRecorded next steps

Match the action to the evidence.

The industrial conversation led to product intent, customer enablement and further research. Utility’s priority was offer routing before quote enrichment; retail’s need was explicit acknowledgment for every invitation.

Near term

Discuss the eligibility cutoff

The recorded next step was a discussion with the quoting team about lowering the threshold.

Product investment

Add a marketplace-offer response path

The longer-term feature was identified for prioritization: match an ineligible request to a product and return the available marketplace offer.

Enablement

Help the industrial customer use integrated search

A self-service guide was shared, with a follow-up to identify help needed to enable it. Utility declined integrated search in its inventory-buying workflow; this action does not generalize to that customer.

Discovery first

Understand repetitive inventory buying

A follow-up with ordering partners was planned to learn about inventory-driven purchasing.

How I evaluate the next investment

I compare repeated evidence, the size of addressable demand, the burden removed from the buyer, delivery dependencies and the uncertainty a small test can resolve. A requested feature becomes a candidate; those criteria determine whether it deserves the next increment.

This framework is reconstructed. The flash records short- and longer-term actions, but it does not contain a scored prioritization matrix or an approved delivery commitment.

05 / 06 · DefineReconstructed acceptance criteria

Specify the response the buyer needs.

I translate the opportunity into observable behavior, with an explicit path for missing or uncertain information.

Offer-path intent · industrial and utility

A catalog-matched request outside bulk quote eligibility can use an available marketplace offer as its bid response.

01 · Matched, available offer

Given a matched product and an available marketplace offer, when the request is ineligible for the bulk path, then route it to the offer path and preserve the requested item and quantity.

02 · No valid match or offer

Given an unmatched line or unavailable offer, when routing is evaluated, then record the reason and leave that line visibly unresolved.

03 · Buyer can compare

Given a proposed response, when it is reviewed, then show the product, quantity, unit, price and validity information needed for a comparable bid.

04 · Shadow evaluation

Given evaluation mode, when a candidate response is generated, then capture it for comparison without sending a customer-facing bid.

Two different needs require their own criteria.

05 · Retail acknowledgment

Given a supplier invitation, when the supplier decides whether to respond with a bid, then return a buyer-visible bid or no-bid acknowledgment for every invitation, including requests outside eligibility.

06 · Utility workflow clarity

Given inventory and external offers in a proposed search experience, when results appear, then distinguish owned inventory from external offers and make their purchasing actions clear.

Criterion 05 reconstructs the retail customer’s stated need. Criterion 06 reconstructs an interpreted candidate requirement from utility’s search refusal; it is not approved or launched. All six criteria are newly reconstructed, not historical acceptance tests.

The offer-path intent and shadow evaluation are documented next steps. These Given/When/Then criteria are newly reconstructed from that intent; they are not a historical BRD or proof of implementation.

06 / 06 · ValidatePlanned evaluation

Return to the customer with evidence.

The flash records agreement to onboard in shadow mode and schedule the next conversation. That planned evaluation would make the next decision concrete.

ObserveCompare candidate responses

Review matched requests, exclusions and bid details in evaluation mode.

DiscussCheck buyer usefulness

Confirm the response fits the customer’s comparison and purchasing process.

DecideAdvance, adjust or stop

Use response usefulness, exceptions and operational burden to choose the next step.

What I measure and ask next

Track requests with usable responses, unresolved reasons, response timing and buyer comparison effort. Ask whether an award can become an order without losing the intended terms. Inspect exceptions alongside the average.

These are proposed validation measures. The supplied flash establishes planned actions and agreement to evaluate; it does not report pilot completion, conversion improvement or a launch result.

Where the record stops
The next steps are documented. Their completion and measured outcomes need a later source.

The learning becomes the next decision

A conversation is useful when
the team knows what to do next.

I leave a trace from customer context to product intent, with the next question, owner and validation step visible.

Customer and partner identities, commercial figures and internal system names are omitted. Research evidence is paraphrased from an interview synthesis; example questions and acceptance criteria are labeled where reconstructed.