Prepare for and conduct effective client interviews to understand needs, identify pain points, and establish valuable partnerships.

status:1.0

status:Anthropic: Claude 3.7 Sonnet

Jira issue (full context) Project: Purpose Project: Features / Advantages Project: Target Audience Project: Tech Stack Formatter

• Input: Client information from Jira issue

• AI Task:

  • Analyze available client information (company, role, industry).

  • Research company background and potential use cases.

  • Identify key stakeholders and their likely priorities.

• Output: A comprehensive client profile with:

  • Company Overview: Industry, size, and focus areas.

  • Key Stakeholders: Roles and potential interests.

  • Potential Use Cases: How they might be using your product.

  • Research Sources: LinkedIn, website, and other references.

• Input: Client profile and product context

• AI Task:

  • Generate tailored interview questions covering:

    • Current workflows and pain points

    • Goals for implementing your solution

    • Technical requirements and integration needs

    • Success metrics and timeline expectations

  • Structure questions to flow naturally from general to specific.

• Output: A table with:

  • Category: Topic area (e.g., Goals, Pain Points, Technical).

  • Question: Specific interview question.

  • Purpose: What this question aims to uncover.

  • Follow-up: Potential follow-up questions.

• Input: Client profile and interview questions

• AI Task:

  • Create a structured outreach and engagement plan.

  • Draft an initial email template personalized to the client.

  • Outline potential value propositions and partnership opportunities.

• Output: A comprehensive engagement strategy:

  • Initial Email: Personalized outreach template.

  • Meeting Agenda: Structured interview format.

  • Value Proposition: Tailored benefits for this specific client.

  • Next Steps: Recommended follow-up actions after the interview.