Discovery Process Examples
Example 1: Good Discovery Process (SaaS Retention Problem)
Context: SaaS product with 15% monthly churn, hypothesis = onboarding problem.
Phase 1 - Frame Problem:
- Ran
problem-framing-canvas.md: Problem = "Users abandon onboarding due to lack of guidance" - Problem statement: "60% of non-technical users drop off in first 24 hours"
Phase 2 - Research Planning:
- Ran
discovery-interview-prep.md: Chose "switch interviews" (users who churned) - Recruited 10 churned customers (last 30 days)
Phase 3 - Conduct Research:
- Interviewed 10 churned customers
- Asked: "Walk me through your first experience with the product. Where did you get stuck?"
- Pattern emerged after 6 interviews: Same pain point (empty dashboard, unclear next step)
Phase 4 - Synthesize:
- Affinity mapping: 8/10 mentioned "didn't know what to do first"
- Customer quote: "I logged in, saw an empty dashboard, and thought 'now what?'"
- Pain point: "Lack of onboarding guidance" (frequency: 8/10, intensity: HIGH)
Phase 5 - Generate Solutions:
- Ran
opportunity-solution-tree.md: 3 solutions (guided checklist, tooltips, human onboarding) - Experiment: Figma prototype of guided checklist, tested with 10 new signups
- Result: 9/10 completed first action with checklist (vs. 4/10 without)
Phase 6 - Decide:
- Decision: GO (validated problem + solution)
- Wrote epic hypothesis: "If we add guided onboarding checklist, activation rate will increase from 40% to 60%"
- Moved to roadmap (Q1 priority)
Outcome: 4 weeks, validated problem/solution, high confidence in build decision.
Example 2: Bad Discovery Process (Jumped to Solution)
Context: Product team wants to build mobile app.
Phase 1 - Frame Problem: Skipped (assumed problem = "need mobile app")
Phase 2-3 - Research: Skipped (no customer interviews)
Phase 5 - Generate Solutions: Skipped (already decided on solution)
Phase 6 - Decide: GO (no validation)
Outcome: Built mobile app over 6 months, low adoption, discovered later that responsive web would've solved 80% of use cases in 2 weeks.
Fix with discovery process:
- Phase 1: Frame problem: "Mobile-first users can't complete workflows on the go"
- Phase 3: Interview 10 mobile-first users: "What workflows do you need mobile access for?"
- Phase 4: Insight = Users only need 2-3 core workflows on mobile (not full app)
- Phase 5: Test responsive web + mobile-optimized flows (2-week experiment)
- Phase 6: Result = Responsive web solved problem, saved 5 months dev time