Client Services

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Perfecting Tech Products

In customer discovery, I work with clients to:

1)      Appraise how well their product meets the needs of their market.

2)      Evaluate customer segmentation.

3)      Collect objective and actionable insights via innovative interviewing.

4)      Develop a plan for achieving product market fit as efficiently as possible.

In product initiation, I work with clients to:

1)      Identify the outcomes their product must deliver to the market.

2)      Define the minimum features, functions, and finish needed to achieve those outcomes.

3)      Source what’s needed to develop that product.

4)      Initiate an efficient development process.

In product validation, I work with clients to:

1)      Develop their product sufficiently to test it with potential customers.

2)      Design user testing that produces objective and actionable feedback.

3)      Roll user feedback into the product development process.

4)      Iterate their product until product market fit is achieved.

In product growth, I work with clients to:

1)      Audit the current performance and engagement of a product.

2)      Implement an ongoing customer discovery process.

3)      Ensure their analytics are producing actionable and relevant insights.

4)      Craft a plan to ensure or improve product market fit.

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Raising Funds

When preparing to raise, I work with clients to:

1)      Determine the capital needs of the business.

2)      Evaluate traditional and alternative options for sourcing the necessary funds.

3)      Develop a plan for making appropriate connections and raising funds.

When preparing to pitch, I work with clients to:

1)      Develop pitch materials that are matched to the funding source.

2)      Rehearse their delivery to maximize investor engagement.

3)      Prepare for the questions that investors are likely to ask.

When engaging investors, I work with clients to:

1)      Respond effectively to investor outreach before and after pitch meetings.

2)     Evaluate the proposed terms of an investment.

3)     Create a decision-making framework for comparing and choosing funding offers.

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Developing Strategies

To set priorities, I work with clients to:

1)      Determine which needs of the venture require early action.

2)     Discover which problems pose the greatest threat to growth.

3)     Craft an action plan to ensure focus on the right priorities.

 To reduce risk, I work with clients to:

1)      Determine how much risk their venture can accept and manage.

2)     Identify areas of the venture most vulnerable to change or incorrect assumptions.

3)     Design pivot plans to help protect against the unexpected.

To improve decision-making, I work with clients to:

1)      Develop a plan to recognize and evaluate critical incoming information.

2)     Adjust their decision-making process to mitigate risks and mistakes. 

3)     Help them make savvy decisions that make the venture more resilient and nimble.