Tag: continuous discovery

  • Join Me in June: Master Opportunity-First Product Strategy with Continuous Discovery Habits

    Join Me in June: Master Opportunity-First Product Strategy with Continuous Discovery Habits

    I’m celebrating the five-year anniversary of Continuous Discovery Habits by inviting you to read it with me this June. As someone who leads product management and coaches product trios, I’ve seen how a shared discovery practice tightens alignment, speeds up learning, and drives outcomes. This month, we’ll go deep on prioritizing opportunities—not solutions—and I’ll guide you step by step so you can apply the ideas on your own team.

    Each month, I’m releasing an in-depth reading guide that includes:

    We’ll discuss each month’s reading in the comments, and we’ll gather quarterly on a live call to unpack real-world applications, trade wins and missteps, and keep the momentum going.

    Joining late? No problem. I monitor the comments on each reading guide throughout the year. Start with the current month or go back to January—whatever works for you. Ask for help, share what’s working, and connect with other readers at any point.

    If you want to participate, grab a copy of the book (or dust off your old copy), share the “Spread the Love” videos with your team, block time for the exercises, and register for the community sessions. Let’s do this.

    This Month’s Reading

    Chapter:

    Estimated reading time: ~16 minutes

    This month's chapter will introduce you to:

    Need a copy? Grab the book

    Share the Love with Friends and Colleagues

    We learn best in community. Use these short videos to spread the key ideas across your product trios, engineering partners, and stakeholders. Invite them to read along with you so your discovery cadence—and your product strategy—advance together.

    Reflect & Discuss What You Read

    When we reflect and discuss what we read, we absorb more and apply it faster. This chapter challenges a deeply ingrained habit: prioritizing solutions. I’ve been in those meetings—spreadsheets full of features, heated roadmap debates, and a creeping sense that we’re optimizing outputs rather than outcomes. The shift to opportunity-first thinking changed how my teams frame bets, sequence discovery, and communicate product strategy.

    Individual Reflection

    Team Discussion

    Put It Into Practice

    This month is all about shifting from solution-first to opportunity-first thinking. These short, focused exercises will help your product trio practice opportunity prioritization and improve decision speed without sacrificing product discovery rigor.

    Exercise: Map Your Roadmap to Opportunities

    Time: 45 minutesDo this: With your product trio

    Take your current roadmap or backlog and work backwards. For each planned feature or solution:

    This exercise often reveals that you're either:

    Use these insights to inform your next prioritization conversation.

    Exercise: Practice Two-Way Door Thinking

    Time: 30 minutesDo this: With your product trio

    Choose 3-5 recent or upcoming product decisions. For each one, discuss:

    The goal is to calibrate your team's decision-making speed. Two-way door decisions should be made quickly with "just enough" evidence. One-way door decisions deserve more deliberation and data.

    Go Deeper: Additional Reading

    If you prefer an audio summary of this month’s reading, including the book chapters and the following resources, I’ve included an audio version for members at the bottom of this post.

    Related In-Depth Guides

    Supplementary Reading

    Related Courses

    Our Live Discussion Schedule

    Our live discussion sessions are for registered members. Sessions are not recorded. Invitations will go out two weeks before the scheduled event—reserve time now.

    Audio Summary

    Prefer to listen? Stream the audio overview here: June — Prioritizing Opportunities (audio).

    Ready to put continuous discovery into action? Grab the book, share the videos with your team, schedule the exercises, and join the community sessions. Opportunity-first product strategy is a muscle we can build together.

    The chapters we will be readingA preview of the most important concepts we'll be learning aboutShort videos you can share with friends and colleagues to help spread the ideasIndividual and team discussion questions to help you absorb and engage with the readingTeam exercises to help you put the ideas into practiceAdditional reading to help you go deeper on the core ideasChapter 7: Prioritizing Opportunities, Not SolutionsWhy product strategy happens in the opportunity space, not the solution spaceHow to focus on one target opportunity at a time to deliver value iterativelyUsing the tree structure to simplify prioritization decisionsThe four criteria for assessing opportunities: sizing, market factors, company factors, and customer factorsWhy treating prioritization as a messy, subjective decision leads to better outcomes than scoring formulasThe concept of two-way door decisions and how they apply to opportunity prioritizationWork on one small opportunity at a time – Reduce your batch sizeGetting started with compare and contrast decisions – Choose the right target opportunityTurn big intractable problems into smaller, more solvable problems – The power of decompositionThink about your team's current roadmap or backlog. How much of your time is spent prioritizing features versus understanding and prioritizing customer opportunities? What would change if you flipped that ratio?Reflect on the last time you made a product decision. Did you treat it as a one-way door (irreversible) or a two-way door (reversible)? How did that framing affect your decision-making process and timeline?Consider the four assessment criteria (opportunity sizing, market factors, company factors, customer factors). Which of these does your team currently emphasize most? Which do you tend to overlook or underweight?As a team, list the top 5-10 items on your current roadmap or backlog. For each one, try to identify the underlying customer opportunity it addresses. If you can't clearly articulate the opportunity, what does that tell you about how you're making decisions?The chapter argues against scoring formulas (like RICE or ICE) for prioritization, calling them "made-up math." If your team uses a scoring system, discuss: What is it really measuring? Does it help you make better decisions, or does it just make subjective decisions feel more objective?Walk through a recent prioritization decision. Did you assess options in isolation ("should we build this?") or compare and contrast them? How might your decision have been different with a compare-and-contrast approach?Identify the customer opportunity it's meant to addressWrite it as something a customer might say (e.g., "I can't find anything to watch" not "We need better search")Look for patterns: Are multiple solutions addressing the same opportunity? Are some solutions disconnected from any clear customer need?Spreading yourself thin across too many opportunitiesOver-investing in a single opportunity with multiple solutionsBuilding solutions with no clear opportunity attachedIs this a one-way door decision (hard to reverse) or a two-way door decision (easy to reverse)?If it's a two-way door, what's the smallest step we could take to learn whether we're on the right track?What would we need to see to know we made the wrong choice?If we realize we're wrong, how quickly could we course-correct?Opportunity Solution Trees: Visualize Your Discovery to Stay Aligned and Drive OutcomesCustomer Interviews: Uncover Hidden Insights from Every ConversationPrioritize Opportunities, Not Solutions7 Key Benefits of Using Opportunity Solution TreesProduct in Practice: How 2-Way Door Decisions Helped Simply Business Learn FastProduct in Practice: Getting Started with Opportunity Solution Trees at SuperAwesomeProduct Discovery Fundamentals: Learn a structured and sustainable approach to continuous discovery.Tuesday, June 16, 2026: 9am-10am PDTThursday, September 17, 2026: 9am-10am PDTWednesday, December 16, 2026: 9am-10am PST


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  • A Product Leader’s Playbook for Humane, Sustainable Growth

    A Product Leader’s Playbook for Humane, Sustainable Growth

    Your growth dashboard can be green while your product is becoming less valuable to the people who use it. Activation rises. Engagement deepens. Revenue follows. Yet customers feel pressured, workers absorb hidden costs, or automation removes the human contact that made the experience trustworthy.

    You don’t have to choose between humane technology and commercial performance. You do need an operating model that treats human outcomes as product outcomes, exposes harmful trade-offs early, and rewards durable value rather than extraction.

    Start with the harm your growth model could create

    Most growth models describe the path from acquisition to revenue. A humane growth model also describes who could be worse off if that path succeeds.

    Map the product’s intended value first: the problem a person wants to solve, the moment they receive a useful result, and the reason they would return. Then examine the same journey from the perspective of people who may not appear in your analytics. That can include a customer’s employees, contractors who deliver the service, family members affected by the product, local businesses, or people excluded by the design.

    Create an impact ledger for the growth surface you are reviewing. Keep it beside the business case, not in a separate ethics document that nobody consults during prioritization.

    Impact areaQuestion to answerSignal to monitor
    User agencyCan people understand the choice, refuse it, reverse it, and leave?Overrides, cancellations, reversals, and interview evidence
    Well-beingDoes additional use help people finish their intended task, or merely keep them present?Successful outcomes, passive time, and expressions of regret
    Economic fairnessWho captures the value, and who absorbs the labor, risk, or cost?Complaints, payout concerns, and changes in burden across participants
    Human connectionDoes the experience strengthen useful relationships or replace them unnecessarily?Human handoffs and feedback from affected communities
    Trust and safetyDo people know when automation is involved and what happens to their data?Escalations, corrections, safety reports, and trust feedback

    The ledger is not an attempt to predict every consequence. It is a way to make foreseeable trade-offs visible before a team becomes committed to a launch. This matters commercially as well as ethically: extractive growth can weaken trust and retention while increasing regulatory and reputational exposure.

    Pair every growth metric with a human countermetric

    A metric becomes dangerous when the team can improve it while making the customer’s life worse. Engagement is the familiar example. More time in a product may indicate value, confusion, dependency, or difficulty leaving. The number alone cannot tell you which.

    Give each primary growth metric a countermetric that protects the outcome you actually intend. The pair should appear in the same experiment brief and the same review meeting.

    Growth metricHuman countermetricDecision it improves
    ActivationCompletion of the customer’s intended outcomeWhether setup creates value or only reaches an internal milestone
    EngagementIntentional task completionWhether additional use is productive or merely prolonged
    RetentionTrust, voluntary continuation, and ease of exitWhether customers stay because the product remains useful
    ConversionComprehension of price, consent, and commitmentWhether revenue depends on informed choice
    Automation rateCorrection, reversal, and human-escalation successWhether efficiency survives real-world exceptions

    Do not combine the pair into a single score too quickly. A blended score can conceal the exact trade-off leaders need to see. Review both trends and ask whether the business result would still be desirable if the countermetric deteriorated further.

    Set the stopping condition before running an experiment. Decide which trust, safety, fairness, or agency signal would block rollout even if the primary metric improves. A guardrail invented after seeing strong conversion is rarely a real guardrail.

    Expand discovery beyond the people who already love the product

    Power users are good at explaining how to improve the experience they have accepted. They are less able to represent people who abandoned it, avoided it, could not access it, or carry costs without being the buyer.

    Add an outside-in lane to continuous discovery. Include customers who reduced usage or left, people who encountered a failed automation, front-line workers affected by the workflow, and community members who experience consequences without controlling the purchase. Treat these conversations as product discovery, not public relations.

    Ask questions that reveal displacement and dependency: What became easier? What became harder? What did this replace? When did you feel unable to make a meaningful choice? Who else had to change their behavior so you could receive the benefit? What would a responsible version of this experience preserve?

    Bring the evidence into roadmap decisions in its original shape. A complaint about loss of control should not be translated into a generic request for better usability. A contractor describing unfair risk is not reporting a minor service defect. Name the underlying impact so the team can address the product model rather than polish its interface.

    Put humane constraints inside the experiment

    Principles have little effect if they enter the process after pricing, interaction design, and technical architecture are settled. Put them into the experiment before the team writes production code.

    1. State the human outcome. Describe what should become better in the person’s life or work, not merely what behavior should increase.
    2. Name the affected groups. Include non-users who supply labor, absorb risk, or experience downstream effects.
    3. Define meaningful choice. Specify how people will understand automation, decline it, correct it, and reverse important actions.
    4. Design the failure path. Decide how a person reaches human help when the system is uncertain, unsafe, or wrong.
    5. Pre-commit to a stopping rule. Record which negative signal pauses expansion regardless of the growth result.

    For AI products, this is where risk management becomes part of product management. Give users enough information to understand when AI is acting. Preserve review for consequential outputs. Build correction and escalation into the main workflow. Apply privacy-by-design while deciding what data the product needs, rather than after collecting everything that might be useful.

    The product trio should own these decisions. Legal, security, trust, and policy partners can strengthen the work, but they cannot compensate for a roadmap whose incentives reward harm. The product leader remains accountable for the whole system being optimized.

    Choose durable depth over indiscriminate scale

    Scale is not proof of value. It is an amplifier. If the operating model depends on weak consent, hidden costs, unfair labor, or the removal of every human interaction, scale magnifies those weaknesses.

    A narrower product can create a stronger business when the team understands a community deeply enough to solve its full problem. A locally focused mobility service, for example, could optimize for rider safety, driver economics, and neighborhood usefulness rather than treating every participant as an interchangeable unit of supply or demand. The market is smaller by design, but the value proposition can be clearer and trust can become part of the product’s advantage.

    Test the durability of your strategy with a simple question: if customers become better informed and cultural expectations become stricter, does the growth model become stronger or weaker? A group of German primary-school parents collectively chose to delay smartphones until age 11 or 12. Product leaders should expect social norms to change, sometimes in direct opposition to adoption assumptions embedded in a forecast.

    At the next roadmap review, challenge any initiative that needs customers to misunderstand a choice, remain dependent, or accept worsening treatment as the company grows. If removing that mechanism destroys the economics, you have found a strategy problem, not an optimization problem.

    Key takeaways

    • Document who could be harmed by a successful growth initiative, including people who never appear in the customer database.
    • Pair activation, engagement, retention, conversion, and automation metrics with measures of outcomes, agency, trust, and recovery.
    • Include former users, affected workers, and non-buyers in continuous discovery.
    • Define consent, correction, escalation, and stopping conditions before launching an experiment.
    • Prefer a focused market with durable value over scale that depends on hidden human costs.

    Start with the growth initiative carrying the greatest human risk. Add its impact ledger and countermetric to the next decision meeting, assign an owner, and make expansion conditional on both business value and human value holding up.

    References

  • How to Build an AI-Native Product Discovery Workflow

    How to Build an AI-Native Product Discovery Workflow

    Your discovery stack may already hold interview transcripts, support conversations, behavioral analytics, experiment results, and roadmap assumptions. Yet the decision in a product review can still depend on whoever read the most material or built the most persuasive deck.

    If adding an LLM only gives you faster summaries, the workflow is not AI-native. An AI-native discovery workflow shortens the distance from evidence to a decision while making every important claim easier to inspect. AI retrieves, structures, compares, and challenges the evidence. You remain accountable for what the evidence means and what the product team does next.

    Key takeaways

    • Begin every AI-assisted discovery run with an outcome, a metric, defined context, and a decision that someone needs to make.
    • Preserve raw evidence and give each observation a stable identifier before asking AI to synthesize it.
    • Break the workflow into bounded jobs such as retrieval, extraction, clustering, contradiction detection, and decision-brief drafting.
    • Evaluate citation accuracy, evidence fidelity, counterevidence, abstention, and access controls before the output enters a roadmap discussion.
    • Measure whether the workflow improves decision quality and product outcomes, not merely whether the model produces polished prose.

    Frame the decision before you involve the model

    Most weak discovery prompts fail before the model sees them. Analyze the interviews, summarize the feedback, and find insights are activities, not decisions. They give the model no principled way to distinguish useful evidence from interesting noise.

    Write a short decision contract first. A useful contract specifies the outcome and metric, the context and constraints, and the decision and deliverable. Those fields turn an open-ended request into a bounded discovery task.

    1. Outcome and metric: Name the user or business outcome, then define the behavior or measure that represents it. Activation, funnel conversion, and retention are not interchangeable. Include the event definition and observation window used by your analytics system.
    2. Context and constraints: State the relevant cohort, product surface, timeframe, market, known exclusions, and data-access limits. New self-serve accounts on the web can exhibit a different pattern from established accounts or customers using another surface.
    3. Decision and deliverable: Say what someone will do with the answer. Ask for a ranked opportunity brief, an interview plan, a set of competing explanations, or experiment candidates only when that format supports a real pending decision.

    Reusable decision prompt: Help me decide [decision]. The outcome is [outcome], measured as [metric definition]. Limit the analysis to [cohort, surface, timeframe, and constraints]. Retrieve evidence from [approved repositories]. Return [deliverable]. For every material claim, include the evidence identifier, any conflicting evidence, the affected segment, and what is still unknown. If the available evidence cannot support a recommendation, say so and specify what is missing.

    The last sentence matters. An AI system should be allowed to return insufficient evidence. If every run must end with a recommendation, the workflow rewards plausible completion instead of honest discovery.

    Keep the outcome separate from the proposed solution. Improve activation is an outcome. Validate an onboarding checklist is already a solution choice. When you embed the solution in the prompt, AI tends to organize the available evidence around that choice instead of testing whether another opportunity matters more.

    Use evidence-strength labels that a reviewer can verify rather than asking the model for an unsupported confidence percentage:

    • Sufficient: Direct evidence applies to the target context, and no material contradiction remains unresolved.
    • Mixed: Direct evidence and meaningful counterevidence both exist, or the pattern changes by segment.
    • Insufficient: Evidence is missing, indirect, stale for the decision, or outside the target context.

    Build a traceable evidence pipeline, not a transcript pile

    AI cannot make discovery evidence traceable if the underlying repository has already flattened observations, interpretations, and decisions into the same notes. Preserve those layers separately. My rule is simple: automate the movement and inspection of evidence before automating judgment.

    LayerWhat it containsControl that matters
    Raw evidenceInterview recordings or transcripts, support records, session evidence, and analytics query resultsKeep the original record intact, access-controlled, and addressable by a stable locator
    Evidence unitsAtomic observations with metadataSeparate exact customer language, observed behavior, and analyst interpretation
    OpportunitiesCandidate needs, frictions, or desired outcomesAttach supporting evidence, counterevidence, affected segments, and unresolved questions
    DecisionsChoices made, rejected alternatives, assumptions, and rationaleName the decision owner and preserve the evidence available at the time
    LearningExperiment results and later customer or behavioral evidenceUpdate the opportunity without erasing the earlier reasoning

    Each evidence unit should carry enough metadata to survive outside its original document:

    • A stable evidence identifier.
    • The collection date and an exact locator such as a transcript timestamp or saved analytics query.
    • The relevant user segment, product surface, and journey stage.
    • The raw observation, kept separate from the interpretation proposed by a person or model.
    • The access, retention, and sensitivity classification.
    • The opportunity, assumption, or outcome to which the evidence may relate.

    This structure prevents a common failure: a model paraphrases an interview, a later summary compresses that paraphrase, and the roadmap eventually treats the compressed interpretation as a customer fact. A reviewer should always be able to move from a claim to the evidence unit and then to the original record.

    Apply data-governance rules before ingestion. If customer conversations contain personal, confidential, or contract-restricted information, do not copy them into an AI system until its access, retention, redaction, and model-training terms match your commitments. A more convenient synthesis workflow is not worth an unauthorized disclosure.

    Retrieve the smallest useful context

    Once the evidence corpus no longer fits sensibly into a prompt, use a retrieval-first pipeline with modular prompts and observable traces. Retrieval-augmented generation should select evidence relevant to the decision contract, rather than asking a general agent to reason over everything the company knows.

    RAG is a grounding mechanism, not a truth guarantee. A fluent answer does not prove that the retriever found the decisive interview, the correct event definition, or the evidence that contradicts the dominant pattern. Configure retrieval to look for both support and contradiction, preserve evidence identifiers, respect access controls, and return no result when the available context does not meet the task.

    An opportunity solution tree can provide the shared view above this pipeline: the desired outcome connects to opportunities, solution candidates, and tests. Treat the tree as a navigable representation of current thinking. Every important node should still resolve to evidence and assumptions beneath it.

    Give AI a chain of bounded jobs

    A single agent asked to interview customers, interpret feedback, size opportunities, choose a solution, and write a roadmap has too many ways to hide a weak inference. Break the work into stages with explicit inputs and review gates:

    1. Prepare: Give AI the outcome, assumptions, and learning gaps. Let it draft non-leading interview questions. A human checks whether the guide is testing an assumption or merely inviting agreement.
    2. Convert: Extract atomic observations from approved records. Require exact locators and label customer language, observed behavior, and interpretation separately.
    3. Synthesize: Cluster candidate opportunities without erasing segment differences. Request supporting evidence, counterevidence, and unrepresented cohorts for every cluster.
    4. Connect: Use behavioral analytics to examine whether the observed pattern appears in the target cohort. Interviews can expose mechanisms and unmet needs; they should not be treated as a substitute for measuring prevalence.
    5. Challenge: Ask for rival explanations, evidence that would reverse the conclusion, and assumptions that remain untested. This stage should consume the evidence record, not just the previous summary.
    6. Draft: Produce a decision brief containing the pending decision, options, evidence, contradictions, unknowns, and proposed next test. A named human accepts, revises, or rejects it.
    7. Learn: Attach experiment and outcome evidence to the same opportunity record. Preserve what the team believed before the test so later reviewers can inspect how the decision changed.

    Pass structured artifacts between stages. If each stage receives only prose copied from the previous chat, unsupported claims can become progressively harder to distinguish from evidence.

    Buy workflow plumbing; own the decision logic

    You do not need to build every repository, connector, permission system, visualization, and observability screen. Licensing purpose-built opportunity-tree infrastructure can be the sensible choice when your differentiated work is the learning system rather than the canvas or collaboration layer.

    Keep ownership of the parts that encode how your company makes product decisions: the decision contract, evidence schema, opportunity taxonomy, prompt modules, evaluation cases, escalation rules, and approval gates. Before choosing a platform, ask:

    • Can you export the raw evidence, metadata, opportunity structure, prompts, and run traces?
    • Can access rules follow the evidence through retrieval and generation?
    • Can the system connect to your approved analytics and customer-evidence repositories without repeated manual copying?
    • Can you evaluate a prompt or retrieval change against representative past cases?
    • Can a reviewer inspect why a claim appeared and what evidence was omitted?
    • Would building this capability improve the customer outcome, or merely recreate commodity workflow infrastructure?

    Evaluate the workflow before it shapes the roadmap

    Start evals before AI-generated conclusions become routine inputs to product reviews. The evaluation set should represent the cases the workflow will actually encounter: a clear pattern, conflicting evidence, insufficient evidence, cohort-specific behavior, stale material, duplicated records, and content the requesting user is not allowed to retrieve.

    For synthesis and decision-support tasks, evaluate behavior that a reviewer can observe:

    • Citation validity: Every material claim points to a real, accessible evidence identifier.
    • Evidence fidelity: Quotations and behavioral facts remain faithful to the underlying record; interpretations are labeled as interpretations.
    • Retrieval coverage: The output includes the evidence required to assess the target opportunity, not merely the easiest matching passages.
    • Contradiction handling: Material counterevidence and segment differences are visible rather than buried.
    • Abstention: The system returns insufficient evidence when the decision cannot be supported.
    • Decision fit: The deliverable answers the stated decision instead of drifting into a generic summary or unrelated recommendation.
    • Policy compliance: Restricted evidence stays outside unauthorized retrieval, traces, and generated output.

    A strict release gate is useful here. Fail the output if it invents an evidence identifier, turns an interpretation into a quotation, ignores a material contradiction, or exposes restricted content. Those are not cosmetic defects that a polished paragraph can offset.

    Treat the prompt, retrieval configuration, model choice, taxonomy, and evaluation set as versioned artifacts. This is the practical value of eval-driven development and early observability: when behavior changes, you can identify the change that caused it and rerun representative cases before wider use.

    For each production run, retain the decision contract, evidence identifiers retrieved, prompt and retrieval versions, generated output, reviewer edits, final decision, and later outcome. That trace lets you distinguish a retrieval failure from a synthesis failure, a weak decision contract, or a reasonable decision invalidated by new evidence.

    Model-quality checks are only one layer. Also baseline and monitor the discovery workflow itself:

    • Time from a framed question to a reviewable decision brief.
    • The share of material claims with inspectable evidence.
    • Reviewer corrections to quotations, segments, event definitions, and interpretations.
    • Decisions reopened because relevant evidence was missing or misread.
    • Movement in the outcome and metric named in the original decision contract.

    Do not set improvement targets until you have a baseline for the existing process. A system can make synthesis faster while increasing correction work or encouraging premature decisions. The end-to-end measure tells you whether the saved time is real.

    Turn the workflow into a product operating system

    AI-native discovery changes the product team’s operating model only when ownership remains explicit. The product manager or product trio owns the outcome, assumptions, and decision. Research and design judgment protects interview quality and interpretive nuance. Data and engineering ownership protects event definitions, retrieval reliability, instrumentation, and access controls. AI produces candidate artifacts. The decision owner approves the action.

    Review by exception instead of rereading every generated sentence. Inspect claims marked mixed or insufficient, new opportunity clusters, segment differences, material contradictions, changed event definitions, and outputs that differ from earlier runs. This focuses human attention where judgment is most valuable without treating the model as an authority.

    Roll out the workflow through one recurring, reversible discovery decision:

    1. Choose a decision for which customer evidence and behavioral data already exist, such as prioritizing an onboarding friction or investigating a repeated support issue.
    2. Baseline the current path from question to decision, including reviewer corrections and missing-evidence failures.
    3. Create the decision contract, evidence schema, and access rules before connecting an agent.
    4. Build the evaluation set from previous clear, contradictory, insufficient, segment-specific, and restricted cases.
    5. Run the AI workflow in shadow mode beside the existing process. Compare claims, omissions, reviewer effort, and the resulting decision without allowing the generated output to act automatically.
    6. Promote bounded jobs only after they pass their gates. Evidence extraction may be ready before opportunity ranking, and opportunity ranking may be ready before solution recommendations.
    7. Expand to another workflow only when the traces are stable, reviewers understand escalation paths, and the first use case is improving the decision process rather than merely generating more material.

    At your next discovery review, do not ask what AI found. Bring one decision contract, require every consequential claim to resolve to evidence, and make the unresolved assumption visible. That is a small enough change to start immediately and a strong enough foundation for everything you automate later.

    References

  • Level Up: May 26 Claude Code Show & Tell + Final Product Discovery Fundamentals Cohort

    I’m excited to share two opportunities this season to uplevel your craft, connect with peers, and leave with practical, repeatable techniques you can apply immediately to your product work.

    We will be doing another round of Claude Code: Show and Tell on May 26th at 9am PDT. These community-driven sessions are hands-on and fast-paced—we swap proven workflows, compare prompts, and pressure-test approaches together. You’ll see how product teams are operationalizing AI workflows in real contexts and walk away with ideas you can adapt for your own roadmap and experimentation pipeline. Invites will go out to Supporting Members and CDH Members tomorrow. If you'd like to join us, keep an eye on your inbox for the invite.

    I love these Show & Tell sessions because they translate tacit knowledge into clear, reusable playbooks. Whether you’re refining evaluation loops for LLMs, streamlining discovery synthesis, or standardizing prompts for consistency, the shared rigor and camaraderie make it a high-signal hour for any product leader invested in AI workflows.

    I also want to share that I'll be teaching our June 4th – July 9th cohort of Product Discovery Fundamentals. This is the last time I'll be teaching this cohort in its current format. If you've been thinking of enrolling in this program, and want to take it with me, this is your last chance. Register here.

    Across this cohort, we’ll practice continuous discovery habits—framing opportunities, tightening assumptions, running lean experiments, and aligning product trios on evidence-backed decisions. If you want a rigorous, repeatable system for turning customer insight into confident prioritization and compelling product strategy, I’d be thrilled to have you in the room.


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  • Our Operating Model Is the Product—Why We Built Product Partners to Accelerate Outcomes

    Our Operating Model Is the Product—Why We Built Product Partners to Accelerate Outcomes

    I’ve learned that customers don’t just buy features—they buy the way we discover, decide, build, ship, and support. In other words, the operating model is the product. That realization has shaped how my team and I at HighLevel translate product strategy into tangible, repeatable outcomes that show up in quality, reliability, onboarding, and consultative support every single day.

    We created Product Partners to codify that operating model and scale it with discipline. It’s a blueprint and operating rhythm that unifies product strategy with go-to-market strategy, customer success, and solutions engineering—so empowered product teams can move faster without sacrificing clarity, governance, or customer trust.

    First, we anchored on continuous discovery. Product trios work shoulder-to-shoulder with customer-facing teams to run customer interviews, journey mapping, and A/B testing, then validate insights with session replay and behavioral analytics. We use driver trees and opportunity solution trees to connect problems to outcomes, ensuring prioritization is evidence-based and aligned to product-market fit—not just output.

    Second, we elevated delivery excellence. Our practices emphasize CI/CD, feature flags, observability, SRE-informed incident management, and DORA metrics to shorten feedback loops while raising the bar on stability. Privacy-by-design, data governance, and regulatory compliance are built into our workflows, and we make deliberate build vs buy decisions to protect platform scalability and long-term velocity.

    Third, we integrated go-to-market alignment from day one. Solutions engineering and customer success shape requirements early, so launches include in-app guides, product tours, onboarding paths, and consultative support that accelerate user activation. We tie outcomes vs output OKRs to stakeholder management rituals, ensuring sales-led and product-led growth motions reinforce each other instead of competing for focus.

    Finally, we closed the loop with a unified analytics platform. Activation, retention analysis, and Net Recurring Revenue (NRR) sit alongside qualitative signals from customer interviews and support. This single source of truth helps us refine product positioning, sharpen value propositions, and improve roadmapping and sprint planning with clear, testable hypotheses.

    What does this mean for our partners and customers? Faster time-to-value, fewer handoffs, clearer expectations, and a shared lens on the metrics that matter. Product Partners isn’t a side program; it’s how we operationalize trust—through transparency, consistent rituals, and a bias toward learning that compounds.

    If this resonates, you’ll feel it in how we discover, build, and support together. I’ll continue to share our playbooks—covering continuous discovery, onboarding, and outcome-based planning—so we can keep raising the standard for product management leadership and product-led growth, one operating rhythm at a time.


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  • No More Accidental Agents: How We Engineered Global Agent’s Helpful, Curious Personality

    No More Accidental Agents: How We Engineered Global Agent’s Helpful, Curious Personality

    Most teams ship AI agent personalities by accident—emergent quirks, brittle prompts, and uneven behavior. We refused to let that happen. From day one, we treated personality as a first-class product surface, one that should be designed, instrumented, and iterated with the same rigor as any core capability.

    Learn how we designed Global Agent’s personality and fine-tuned its inquisitiveness and helpfulness using Agent Analytics.

    In my role leading product at HighLevel, Inc., I framed our approach around agentic AI and conversation design: personality is not “flavor text”; it is the control system for how an agent interprets context, asks questions, and decides when to act. Our product strategy prioritized clarity, empathy, and consistency—so the agent would be curious enough to resolve ambiguity without becoming interrogatory, and helpful enough to move work forward without overstepping.

    We made that intent measurable. Using behavioral analytics, we defined operational signals such as clarification-question rate, resolution-path efficiency, and escalation quality. We combined eval-driven development with targeted A/B testing to compare prompt patterns and tool strategies, ensuring each change had a clear hypothesis and measurable outcome.

    To calibrate inquisitiveness, we mapped decision points where the agent should ask follow-ups versus proceed autonomously. Prompt engineering codified those thresholds, while a retrieval-first pipeline reduced unnecessary questions by improving context completeness up front. When the agent did ask, we constrained tone and cadence to keep queries concise, respectful, and progress-oriented.

    To enhance helpfulness, we prioritized precise action-taking and unambiguous guidance. Context window management preserved relevant facts without diluting intent, and guardrails aligned with AI risk management principles ensured the agent stayed within policy, privacy, and compliance boundaries. The result was an assistant that resolved more tasks end-to-end, with fewer stalls and clearer handoffs when human help was warranted.

    Agent Analytics became our nervous system. We instrumented every dialog turn to attribute outcomes to design choices, then used driver trees to connect micro-behaviors to macro results like time-to-resolution and customer satisfaction. This closed-loop view let us ship confidently, knowing which levers improved helpfulness, which sharpened curiosity, and which merely added noise.

    Process mattered as much as tooling. Product trios ran continuous discovery with customers to surface edge cases—ambiguous intents, multi-intent turns, and sensitive scenarios—while our engineering partners operationalized experiments with clean rollback paths. We favored small, testable changes over sweeping rewrites, building momentum and trust with each iteration.

    The payoff is a personality that feels consistent across use cases: curious when clarity is missing, decisive when action is obvious, and transparent when limits are reached. Users experience fewer dead ends, faster resolutions, and a brand voice that shows up the same way every time—because it was defined, measured, and improved on purpose.

    If you’re building agentic AI, don’t leave personality to chance. Treat it like a product: set clear outcomes, instrument deeply with Agent Analytics, and iterate with eval-driven development and A/B testing. That’s how curiosity becomes a feature, helpfulness becomes a habit, and your agent becomes reliably, intentionally excellent.


    Inspired by this post on Amplitude – Best Practices.


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  • From Prototype to Production: How I Built Reliable AI-Generated Opportunity Solution Trees

    From Prototype to Production: How I Built Reliable AI-Generated Opportunity Solution Trees

    I just wrapped an all-out engineering sprint. That still sounds odd coming from me, because while I’ve written code on and off for years, I don’t self-identify as an engineer. I’m a product manager who used to be a designer. It’s been a long time since I wrote code for a living.

    But AI has expanded what’s just now possible—for our products, and for us. It’s pushed me to do more than I imagined. In that spirit, I want to share a recent engineering story. It includes technical details, and a year ago I couldn’t have done any of it. I learned it with the help of AI, and my aim is to show what’s now within reach.

    I’ve been building two services with a partner at Vistaly: AI-generated interview snapshots and AI-generated opportunity solution trees. We put out a call for alpha partners, received over 100 applicants, and selected eight design partners to start.

    Opportunity Solution Tree diagram with a blue Desired Outcome branching to green Opportunity nodes, yellow Solution nodes, and orange Assumption Tests for product discovery and AI workflows.
    A clear, color‑coded map from desired outcome to opportunities, solutions, and assumption tests—showing how to structure discovery work and prompt AI to generate, compare, and validate product ideas.

    Each team uploaded three customer interviews. I identified the key moments and opportunities and then generated an opportunity solution tree from those snapshots. I provide the AI services; Vistaly is building the UI and workflows around them.

    Early feedback was strong. Teams immediately asked to upload more interviews—exactly the kind of demand signal you hope to see—so we got to work making that possible.

    Dark interface screenshot of an opportunity solution tree with colored cards and dotted connectors, showing merged, moved, and evidence-added Opportunity notes about onboarding, support, and bot readiness.
    Go behind the scenes as AI turns raw feedback into a clear Opportunity Solution Tree. Linked cards reveal user needs—onboarding, support offload, and bot-readiness signals—so product teams can spot priorities and next steps at a glance.

    Updating an opportunity solution tree with new interview content is far harder than generating a new tree from scratch. I initially underestimated the complexity. Our goal wasn’t to produce a tree and declare it truth. We wanted teams to engage, correct, and collaborate with the AI—scaffolding cross-interview synthesis instead of doing it for them.

    To support that, we needed a way to communicate precisely how a tree would change after new interviews were added. We took inspiration from git diff and set out to build the equivalent for opportunity solution trees—step-by-step change sets that explain each proposed modification.

    Diagram of an opportunity solution tree with an Outcome node pointing to Opportunity A and Opportunity B; B branches to child opportunities and shows source evidence, labeled “Updates Can't Result in Data Loss.”
    A clear visual of AI‑generated opportunity solution trees: outcomes feed opportunities that branch into sub‑opportunities, while evidence is preserved. The structure ensures updates stay traceable and never cause data loss.

    That decision was right, but the lift was larger than I expected. It wasn’t enough to generate an updated tree; I also had to provide a clear, ordered walkthrough of what changed and why.

    I often see the same pattern with AI: it’s easy to get to an impressive prototype, but much harder to reach a production-grade product. That was exactly my experience here. My service actually comprised two sub-services: generating a new tree from scratch and updating an existing tree with new interviews. The first worked well in alpha; the second had to be built before anyone could add a fourth interview.

    Opportunity Solution Tree diagram: teal Outcome links to Opportunities A and B; Opportunities C and D branch under B; right panel lists the change set steps for adding nodes.
    Explore how an outcome expands into an Opportunity Solution Tree: Opportunities A and B stem from the goal, with C and D nested under B, while a concise change set tracks every node added along the way.

    On the surface, these services look similar. In reality, updates must preserve existing structure unless new evidence requires a change. You have to account for compound operations—merges, splits, deletes—while guaranteeing no data loss. Every node has source opportunities (supporting evidence from interviews) and children (tree sub-opportunities), and neither can be dropped.

    In classic AI fashion, I got a reasonable version working in a few days and shipped it to our design partners. One team quickly hit our beta limits and asked to convert to a paid subscription so they could keep going. They showed a willingness to pay, converted, and started uploading aggressively.

    Diagram of an Opportunity Solution Tree showing how parent 'Opportunity A' with children x, y, z is split into 'Opportunity A' and 'Opportunity B' to reassign evidence and connections.
    Watch an Opportunity Solution Tree evolve: the original parent A with x, y, z branches is split into A and B, shifting evidence while preserving links—mirroring how AI refines scope and structure in discovery.

    At the 14th, 15th, and 16th uploads, the cracks appeared. We saw odd behavior in some trees. The Vistaly team noticed that the change sets—the step-by-step instructions emitted by my service—didn’t always reconstruct the final tree my service also emitted. We needed those steps to match exactly, so teams could review and accept, modify, or reject each change with confidence.

    They flagged the issue the day I was flying to New Orleans for Jazz Fest. In hindsight, I’m glad I didn’t grasp the scope of what awaited me. I had roughly 80% of the work still to do to make tree updates rock solid. At least I got to enjoy the music first.

    Flowchart merging two opportunity solution trees: Opportunity B with children y and z, and Opportunity C with t, u, v, consolidated into one tree led by Opportunity C connected to five child opportunity nodes.
    From fragments to focus: this diagram shows how Opportunities B and C are merged into a single Opportunity Solution Tree, removing duplicates and unifying context so AI can rank and explore five related opportunities with clarity.

    Back home, I started diagnosing. My service was a pipeline: several LLM-driven steps followed by deterministic code to compare trees and produce change sets. As I dug in, I realized that approach was flawed. Tree diffs, unlike linear document diffs, are ambiguous.

    In a document, if I add a sentence, the diff shows an addition. If I delete a paragraph and rewrite it, the diff shows a removal and an addition. Simple. But trees are different. Suppose I split opportunity A into A and B, and later merge B with C. The split can disappear from the final diff.

    Diagram of an opportunity solution tree labeled 'Input Tree' showing an Outcome node branching to Opportunity A and C, each with child nodes x-z and t-v, with arrows indicating hierarchy.
    Peek inside our process: a simple opportunity solution tree maps an outcome to prioritized opportunities A and C with downstream options x-z and t-v. A clear snapshot of how AI organizes product discovery.

    When the model splits an opportunity, it must distribute A’s source opportunities and children between A and B. For instance, if A has source opportunities 1, 2, 3 and children x, y, z, after the split A might keep 1, 2, and x, while B takes 3, y, and z.

    Now suppose the model merges B into C. If C originally had source opportunities 4 and 5 and children t, u, v, then after the merge C now has source opportunities 3, 4, 5 and children t, u, v, y, z. When you compare the original and final trees, it looks like A somehow donated some evidence and children directly to C. The split and merge that explain why are invisible to a naive diff.

    Opportunity Solution Tree diagram titled Output Tree: a blue Outcome node branches to green Opportunity A and Opportunity C, which expand to nodes x-v with arrows; Product Talk badge.
    See how an AI-generated Opportunity Solution Tree unfolds: one Outcome flows to Opportunities A and C, then into options x–v. Clean colors and arrows reveal the hierarchy from goal to opportunities at a glance.

    That was the core insight: we didn’t just need to show what changed—we needed to show why it changed. I had to reconstruct each move step-by-step. That meant getting the model to show its work, which opened a new can of worms.

    I refactored my prompts so the model produced both the final output and the exact change set it used to get there. The action language was explicit: add, delete, reframe, merge, split, and so on. Crucially, I asked the model to describe its moves in user-meaningful terms—“split A into A and B, then merge B into C”—not as opaque reassignments of sources and children.

    Diagram of an AI-generated Opportunity Solution Tree: blue Outcome node with children Opportunity A and Opportunity B; B branches to Opportunity C and D. A right-hand list shows the change set for each step.
    Watch an opportunity solution tree take shape: start with the outcome, add opportunities A and B, then extend B to C and D. The paired change set makes every edit transparent—ideal for AI-assisted product discovery.

    For each LLM step, the model now emitted its recommendation and the corresponding change set. This helped, but it wasn’t perfect. After extensive testing and error analysis, two classes of errors emerged: (1) the model attempted an invalid move, and (2) the change set didn’t actually generate the recommendation.

    Category 1 felt like designing a game while the model played it creatively. For example, what happens when the model tries to merge a parent with a child? If opportunity A has children B, C, and D and the model merges A with B, the merge is directional. If the instruction is “keep A, delete B,” that works—the parent absorbs the child. But if the instruction is “keep B, delete A,” then C and D become orphans. These puzzles were solvable and even fun.

    Diagram of Opportunity Solution Tree merge rules: merging node B into parent A is allowed, while merging A into B is not because it would orphan opportunities B, C, and D.
    Visual explainer from Product Talk on AI-generated Opportunity Solution Trees. It contrasts an allowed merge (B into A) with a not-allowed merge (A into B) that leaves child opportunities orphaned, guiding safe hierarchy edits.

    Category 2 was harder. Despite prompt iterations, I could only push the discrepancy rate down to about 1 in 40 instances. With 10–20 LLM calls per run, that meant roughly half of all runs still failed. Not acceptable for production. I hit a wall. A paying customer was waiting, and more design partners were queued up.

    Next, I tried to correct the model’s mistakes with deterministic code. I had promised that my change sets would generate the output tree, so I wrote verifiers: detect conflicts (e.g., delete a node, then try to use it later), guard against data loss, prevent orphaned nodes, and more. Detection was straightforward; correction was not. Fixing issues required guessing the model’s intent. If the sequence said “delete A, then merge A with B,” should I remove A entirely or salvage A’s sources and children by merging into B? There were dozens of such cases with no unambiguous answer.

    Workflow diagram titled 'My Simple Repair Loop' showing an iterative validation cycle: Generate the Change Set → Run the validation tool → Check Result, with branches to retry on failure or exit on pass.
    A step-by-step loop shows how changes are validated: generate a change set, run a validation tool, review the result, then repeat on failure and exit on pass—mirroring iterative work behind AI-built Opportunity Solution Trees.

    After 11 straight days of deep work—including weekends—I was exhausted. I dislike hustle culture; this isn’t how I design my life. But I was stuck, and then I had an insight.

    On a walk with my husband (also an engineer), I realized I could have the LLM repair its own mistakes. My data contract with Vistaly requires that the change set must generate the output tree. I had already built robust validation code. I knew exactly when a change set failed—and why. No amount of prompt tuning alone was fixing it. So I turned the validator into a tool for the model and created a simple agentic loop.

    The loop works like this: the model proposes a change set, calls the validation tool, and gets back a pass/fail plus specific feedback. If it fails, the model uses those instructions to repair the change set and calls the tool again. Iterate until success or a max number of turns.

    I prototyped in Node.js with a single model call, a verifier pass, and a repair attempt. At first, the loop didn’t converge—it just accumulated compute. I experimented with how to communicate errors, how much context to include, and how to sequence feedback. Eventually, it clicked: the model began fixing its own mistakes and typically returned a valid change set in one or two repairs. It was, in practice, eval-driven development applied to LLM outputs.

    I had already built an agent loop utility for another AI workflow, so I productionized quickly: model call, optional tool invocation, tool result returned to the model, repeat until the validator signals success or the loop times out. I integrated the new loop into the pipeline and shipped the revamped service to Vistaly on Monday at noon. They’re integrating now, and it will be in the hands of our design partners shortly. I’m relieved—and ready for a day off.

    Reflecting on the last two weeks, a few things stand out. First, I shed limiting beliefs about being an engineer. To make this reliable, I had to solve legitimately hard problems, and that feels good.

    Second, this was genuinely fun. Designing the action set and watching the model push those boundaries was like working through elegant puzzles. Models are incredibly creative, and harnessing that creativity with the right constraints is deeply satisfying.

    Third, I learned when I can and can’t trust Claude to write code for me. Since Opus 4.6 came out, I gave Claude a much longer leash. After the past two weeks, Claude is back on a short leash. I found a lot of gaps in my implementation in areas where I simply trusted that Claude got it right, when in fact it didn’t. If you don’t have the right infrastructure—planning, testing, code review—this can be disastrous. I’ll be investing more here and sharing what I learn.

    Finally, if this work had been spread over two months, it would have been thoroughly enjoyable. I’m discovering how much I like being an AI engineer. It feels like a new chapter where I can combine opportunity solution trees with modern AI engineering—and deliver real value to product teams doing continuous discovery.

    I’m excited to share more of what we’re building with Vistaly and to onboard more design partners soon. If you’re interested, get on the waiting list. And if you’ve been hesitant to stretch beyond your current skill set, I hope this story nudges you to take the first small step toward what’s just now possible.


    Inspired by this post on Product Talk.


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  • AI-Assisted Product Strategy: A Practical Operating System

    AI-Assisted Product Strategy: A Practical Operating System

    You can get an AI model to produce a roadmap in minutes. That is precisely the problem. A polished roadmap can hide weak evidence, unresolved trade-offs, and a strategy that never made a real choice.

    The useful question is not whether AI can do product management work. It is where AI should accelerate the path from evidence to decision, where human judgment must remain explicit, and how you will know the resulting strategy is working. The operating system below gives you that separation.

    Key takeaways

    • Give AI a defined role in the decision process. It can extract, organize, challenge, and draft; the product leader still owns choices, trade-offs, and commitments.
    • Build a strategy chain from customer problem to business result before asking AI for initiatives. Otherwise, the model will fill strategic gaps with plausible language.
    • Ground every workflow in canonical product context, and require every important claim to point back to evidence.
    • Use AI to shorten discovery synthesis, not to turn a limited set of interviews or support conversations into false market certainty.
    • Carry the same strategic hypothesis through the roadmap, experiment, launch, and learning review. Changing the success definition between those stages makes measurement meaningless.

    Start with decision architecture, not a better prompt

    Most weak AI-assisted strategy work begins with an underspecified request: analyze this feedback, prioritize these ideas, or build a roadmap. The model responds by making silent assumptions about the customer, the business objective, and the meaning of priority. Its output may read well while answering a question nobody deliberately chose.

    Write a decision brief before opening the model. This is not a conventional product requirements document. It is a compact contract defining the decision AI is helping you make.

    • Decision: State the choice in one sentence. For example, decide which onboarding opportunity deserves discovery capacity in the next planning cycle.
    • Target customer and context: Name the segment, job, and situation. Feedback from an administrator configuring an account should not be blended with feedback from an end user completing a daily task.
    • Desired outcome: Identify the customer behavior you want to change and the business result it is expected to influence.
    • Evidence in scope: List the interviews, behavioral data, support conversations, journey maps, and prior experiments the model may use.
    • Constraints: Include privacy requirements, technical dependencies, commercial commitments, capacity limits, and non-goals.
    • Decision owner: Name the person accountable for accepting the trade-off. An AI-generated recommendation does not distribute accountability.

    Build a strategy chain the model can inspect

    Your strategy should form a traceable chain:

    1. Choose the customer and job that matter.
    2. Define the value proposition, including what must match the market and what should be meaningfully different.
    3. Name the customer outcome and business outcome.
    4. Break that outcome into drivers the product can influence.
    5. Select an opportunity supported by evidence.
    6. Form a testable product bet.
    7. Decide what evidence would justify continuing, changing, or stopping.

    A driver tree makes this chain concrete. It creates a visible connection between roadmap work and measures such as activation, retention, expansion, and Net Recurring Revenue. AI is useful here as a critic. Ask it to identify unsupported jumps, duplicated drivers, initiatives disguised as outcomes, and metrics the proposed product change cannot plausibly affect.

    Keep outputs and outcomes separate. Shipping an AI onboarding assistant is an output. Changing a defined activation behavior for a defined customer segment is an outcome. The model can help rewrite output-oriented objectives, but it cannot choose a credible target without baseline data, business context, and an accountable owner.

    Force a distinction between fact, inference, and assumption

    Require the model to label every material statement as one of three things:

    • Observed: Directly supported by a supplied interview, event, support conversation, or experiment.
    • Inferred: A reasonable interpretation that combines observations but is not explicitly stated by the customer or proven by the data.
    • Assumed: Necessary for the recommendation to work but not yet supported by the supplied evidence.

    This simple classification prevents an attractive narrative from laundering assumptions into facts. It also improves discovery planning: the most consequential assumption with the weakest evidence becomes a candidate for the next test.

    A useful instruction is: Use only the supplied material. For every recommendation, show the observations that support it, the inference connecting those observations to the recommendation, the assumptions that remain, and the evidence that could disprove it. If support is missing, say that it is missing.

    Build a controlled workflow from context to decision record

    AI assistance becomes reliable when it is a workflow rather than a chat session. A chat encourages improvisation: context changes, instructions disappear, and nobody can reconstruct why an answer looked different the next time. A workflow gives each pass a defined input, output, and approval gate.

    Ground the model in canonical product context

    Start with a retrieval-first set of canonical documents. At minimum, that context should include the current vision, product strategy, target segments, value proposition, OKRs, metric definitions, analytics dashboards, relevant discovery evidence, decision history, and definition-of-done checks.

    Canonical does not mean comprehensive. More context can make conflicts harder to notice. Give each item an owner, a freshness indicator, and an authority level. If an old positioning document conflicts with the approved strategy, the workflow should identify the conflict rather than silently averaging the two.

    Include exclusions as well. Tell the model which documents are historical, which metrics are deprecated, which segments are out of scope, and which proposals have already been rejected. Without those boundaries, previously abandoned ideas can return as apparently new recommendations.

    Separate extraction, synthesis, challenge, and approval

    1. Extract: Pull observations, customer language, events, metrics, decisions, and unresolved questions from the supplied material. Preserve links to the original evidence.
    2. Synthesize: Group related observations and propose opportunity statements. Keep contradictory evidence visible.
    3. Challenge: Look for alternative explanations, missing segments, weak causal claims, metric gaming, dependencies, and reasons the recommendation could fail.
    4. Decide: Have the accountable product leader and relevant partners accept, modify, or reject the recommendation. Record the trade-off explicitly.
    5. Publish: Store the decision, evidence, owner, expected outcome, guardrails, and next review trigger in the system the team already uses.

    Do not combine these passes into one request for a final answer. Extraction should not quietly prioritize. Synthesis should not hide inconvenient evidence. A challenge pass should test a proposed direction without changing the original evidence set. The human approval gate should be visible, not implied by the fact that somebody copied the output into a roadmap.

    Raw interviews, support threads, CRM records, and analytics exports can contain personal or confidential data. Do not paste them into an unapproved model. Minimize the data, remove identifiers that are not needed for the decision, use the governed environment approved by your organization, and retain only what the workflow requires. Privacy-by-design belongs at intake because redacting an output does not undo an inappropriate disclosure in the input.

    For recurring workflows, add acceptance criteria and evaluation cases. A discovery synthesis evaluation might check whether every theme retains evidence links, whether contradictions survive summarization, and whether unsupported market-size claims are rejected. A strategy evaluation might check whether every initiative maps to an outcome driver and whether an output has been mislabeled as an objective. Re-run those checks when the model, prompt, context set, or output schema changes.

    Use AI in discovery without laundering uncertainty

    Discovery generates exactly the kind of material language models handle well: interview transcripts, support conversations, journey notes, behavioral patterns, and open-ended hypotheses. AI can reduce the time between collecting this material and discussing it. It cannot make a biased sample representative or turn a correlation into a cause.

    Run synthesis as part of a weekly learning cadence that combines customer evidence with journey and behavioral analysis. Waiting for a large quarterly research readout increases the distance between observation and decision. Treating every new conversation as a roadmap mandate creates the opposite problem. A regular review gives the team a stable point at which evidence can accumulate, conflict, and change an existing belief.

    A cluster is a lead, not a finding

    Theme clustering is useful for navigation. It is not proof of importance. A frequent topic in support data may reflect product friction, a noisy customer segment, a documentation gap, or a recent incident. The model sees only the supplied dataset, not the market outside it.

    Require each proposed opportunity to include:

    • The affected segment and the context in which the problem occurs.
    • The job the customer is trying to complete.
    • Links to supporting observations, including direct customer language where it preserves important nuance.
    • The observed count within the supplied dataset, clearly distinguished from prevalence in the customer base or market.
    • Behavioral evidence that supports or challenges the qualitative pattern.
    • The outcome driver the opportunity could influence.
    • Contradictory evidence and plausible alternative explanations.
    • The unanswered question that creates the greatest decision risk.
    • The next piece of evidence that would materially change the decision.

    Then place the opportunity in an opportunity solution tree. Keep the opportunity separate from candidate solutions. If the branch says customers need an AI assistant, it has already collapsed a customer problem into a preferred implementation. Rewrite it in terms of the customer’s obstacle or desired progress, then generate multiple ways to address it.

    At the weekly review, ask four practical questions: What did the team observe? Which belief changed? Which important assumption remains weakly supported? What evidence should be collected next? AI can prepare the evidence packet and show deltas from the prior review. The product trio should decide what the evidence means and whether it changes the opportunity being pursued.

    Connect roadmap, experiment, launch, and learning

    A strategy loses integrity when each delivery stage invents its own explanation. The roadmap promises one outcome, the experiment measures another, the launch emphasizes a feature, and the retrospective celebrates shipping. AI can help maintain the thread, but only if the same hypothesis and metric definitions travel with the work.

    Decision layerUseful AI assistanceRequired human judgmentArtifact to preserve
    StrategyCheck the chain from customer value to business result and expose unsupported jumpsChoose the segment, differentiation, outcome, and trade-offsStrategy brief and driver tree
    DiscoveryExtract observations, cluster themes, retain contradictions, and draft opportunitiesInterpret evidence and choose the next uncertainty to reduceEvidence-linked opportunity record
    RoadmapMap candidate initiatives to drivers, surface dependencies, and prepare option comparisonsAllocate capacity and accept opportunity costPrioritization decision record
    ExperimentDraft hypotheses, instrumentation, guardrails, edge cases, and analysis checksApprove the test design, statistical assumptions, and decision ruleExperiment brief
    LaunchAdapt release notes, in-product guidance, support material, and segment messagingApprove claims, rollout risk, positioning, and readinessLaunch plan and approved message set
    LearningSummarize funnels, cohorts, retention patterns, qualitative feedback, and anomaliesDecide whether to continue, revise, expand, or stopLearning review and updated decision

    Make the roadmap show its reasoning

    Ask AI to produce roadmap options, not a single supposedly objective ranking. Each option should show the outcome driver it targets, evidence strength, important dependencies, unresolved risk, stakeholder impact, and the work displaced by choosing it. A priority score can organize inputs, but it cannot resolve a strategic disagreement about which customer or outcome matters most.

    Every roadmap item should answer: Why this customer problem, why now, what behavior should change, which business result should follow, and what observation would make the team reconsider? If the answer is merely that customers requested it or a competitor has it, the strategy is incomplete.

    Make experiments decision-ready before they run

    An AI-drafted experiment brief should contain a falsifiable hypothesis, eligible population, primary metric, guardrail metrics, instrumentation plan, exposure logic, expected mechanism, known confounders, and decision rule. For A/B testing, define the minimum detectable effect before interpreting results. The value must be tied to a practically meaningful change and checked against baseline behavior and available traffic; a model cannot infer those constraints from a feature description.

    Instrumentation deserves its own review. Specify the event, properties, eligibility conditions, trigger, and expected sequence in the funnel. Use behavioral analytics to check that exposure and activation are measured consistently across variants. Feature flags can separate deployment from release, support a controlled ramp, and limit exposure while the team checks behavior.

    For an AI-powered product experience, add eval-driven checks alongside product metrics. Define the behavior the model should exhibit, edge cases it must handle, unacceptable outputs, privacy constraints, and regression cases. Product success cannot compensate for a model behavior that violates an explicit safety or trust requirement.

    Keep launch language tied to the original value proposition

    AI can adapt UX copy, product tours, tooltips, release notes, in-app guides, and support macros for different segments. Give every channel the same approved value proposition, capability boundaries, terminology, and claims. Otherwise, speed creates message drift: the release note promises an outcome the interface does not support, while the support macro describes a different workflow again.

    After release, bring the original decision brief into the learning review. Examine the target cohort, funnel behavior, activation, retention, qualitative feedback, and guardrails. Do not ask only whether the feature was adopted. Ask whether the intended customer behavior changed, whether the assumed mechanism appears credible, and whether the business outcome remains a reasonable consequence.

    Scale the workflow only when another person can audit it

    Before expanding AI assistance across the product organization, hand one completed decision package to a colleague who was not part of the workflow. They should be able to identify the governing strategy, trace each important claim to evidence, see which assumptions remain open, understand the trade-off, and find the metric that will trigger the next decision.

    If they cannot, do not solve the problem with a longer prompt. Repair the missing artifact, unclear ownership, broken evidence link, or inconsistent metric definition. That is where strategic reliability lives.

    Start with one decision entering your next weekly discovery review. Build its evidence set, label observations and assumptions, run separate synthesis and challenge passes, and publish the human decision with its reversal signal. Once that chain survives review, reuse the workflow. The goal is not more AI-generated product work. It is a shorter, more inspectable path from customer evidence to a measurable strategic choice.

    References

  • Beyond the Product Builder Hype: How AI, org design, and joy shape PM success

    Beyond the Product Builder Hype: How AI, org design, and joy shape PM success

    I recently spent time with the debate behind the "product builder" trend—asking whether it’s the future of product management or just another wave of tech FOMO. The conversation featuring Teresa Torres and Petra Wille is a useful prompt, but what matters most is how we translate these ideas into healthy product practices inside our own organizations.

    Here’s my take: the product builder movement is neither a mandate nor a fad—it’s a tool. The right question isn’t "should product managers code?" but whether leaning into building advances outcomes for our customers and our teams. In practice, that means letting interest and skill—not pressure—set the pace.

    Petra captured it perfectly: "Just because I can do it — is it something I enjoy doing? And do I have enough experience to really get into the flow?" Those two tests—joy and depth—are underrated filters. I’ve seen PMs light up when prototyping or vibe coding a thin slice, and I’ve also seen well-meaning dabbling create hidden complexity that slows everyone down later.

    Org design determines whether this works. It’s not about the tools—it’s about clarity of roles, healthy interfaces between product, design, and engineering, and explicit guardrails for where experiments stop and production begins. AI has raised the stakes: "AI can make unskilled work look polished. That’s a feature and a bug — executives see the shine, engineers inherit the mess." If you’ve ever watched a glossy demo turn into weeks of refactors, you know exactly what this looks like.

    To avoid that trap, I deliberately separate the three layers where AI is changing product work: personal productivity, team process, and product strategy. Treating these as different stacks keeps expectations clean: a prompt that accelerates personal workflows isn’t the same as an AI-enhanced process that reshapes delivery, and neither automatically produces durable product advantage. Don’t conflate them.

    Discovery remains stubbornly human. "Why discovery still requires talking to your customers (sorry)" is more than a friendly nudge. AI can broaden our search space and sharpen analysis, but it doesn’t replace qualitative conversations or the judgment that comes from pattern recognition across real customer contexts. Continuous discovery and disciplined customer interviews are still the most reliable compasses we have.

    Where does "vibe coding" fit? It’s great for roughing out concepts, de-risking slices, and communicating intent when words or static mocks won’t cut it. Tools like Claude Code make this faster than ever, and familiar stacks like Ruby on Rails lower the bar for spinning up functional prototypes. But remember the design system trap: AI can make bad decisions look good on the surface. If you don’t control for architecture, accessibility, data contracts, and handoff quality, your team pays the integration tax later.

    In well-set-up orgs, the output-oriented muscle memory gets rewired. When AI frees up time, strong teams reinvest it into better problem framing, sharper opportunity solution trees, and tighter product strategy—rather than simply chasing more output. That’s a leadership challenge, not a tooling problem, and it shows up quickly in how teams make trade-offs.

    Here’s how I operationalize this with empowered product teams: we articulate clear boundaries for prototypes versus shippable code, define decision rights for when PMs or designers "build," and align on review gates that protect quality without stifling speed. We also make the three AI layers explicit in roadmapping and retros, so improvements to personal workflows don’t get mistaken for strategic advantage.

    My distilled guidance echoes the episode’s throughline. The product builder trend isn’t a mandate — it’s a tool. Let enjoyment and skill guide who on your team leans into it. Organizational readiness determines whether AI empowers your team or creates chaos. Don’t conflate personal efficiency, process change, and product impact—they require different responses. Discovery fundamentals haven’t changed; AI helps you go deeper, not skip the work. And the real takeaway on product builders: not everyone has to build, but everyone can if they want to.

    If you want to hear the full discussion that sparked these reflections, listen on Spotify or Apple Podcasts. Then tell me: where will you apply builder energy in your team—and where will you deliberately say no?

    Resources & Links: Follow Teresa Torres: https://ProductTalk.org. Follow Petra Wille: https://Petra-Wille.com. Mentioned in this episode: Claude Code, Vibe coding, Ruby on Rails.

    One more quote I loved because it centers autonomy and craft: "It’s a tool in our toolbox. We can decide who on our team has fun with it, wants to do it, wants to contribute." That’s the mindset that sustains both momentum and morale.


    Inspired by this post on Product Talk.


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  • How a Digital Analytics Visionary Shapes My Product Strategy for Growth, Retention & Monetization

    How a Digital Analytics Visionary Shapes My Product Strategy for Growth, Retention & Monetization

    Data has always been my compass for building products that customers love and businesses depend on. Few sentences distill that imperative as crisply as the one below—and it continues to inform how I prioritize, experiment, and scale outcomes across the roadmap.

    Krista is a digital analytics leader, product strategist, and industry evangelist. She helps businesses use data to drive growth, retention, and monetization.

    That mandate mirrors how I run product: leverage behavioral analytics to uncover patterns, translate those insights into hypotheses, and validate them through rigorous A/B testing. I start by instrumenting the user journey end to end, then use cohort analysis, funnel diagnostics, and retention analysis to pinpoint where activation, engagement, or monetization is stalling. From there, I map driver trees to connect inputs (feature adoption, time-to-value, onboarding friction) to outputs (retention, conversion, revenue), so every experiment has a clear line of sight to business impact.

    On experimentation, I hold the bar high: define the minimum detectable effect (MDE) up front, ensure clean experiment design, and size samples to reduce noise. I combine Amplitude analytics with qualitative signals from continuous discovery to prioritize tests that move the needle, not just the vanity metrics. When a variant wins, I don’t stop at the lift—I track downstream effects on user activation, long-term retention, and monetization, ensuring we’re compounding gains rather than optimizing in silos.

    For product-led growth, I focus on the moments that matter most: first-value, aha, and habit formation. Journey mapping helps me identify the shortest, clearest path to value, while targeted in-app experiences and contextual nudges accelerate activation without adding friction. Every iteration feeds a learning loop—measure, learn, and ship—so we can pursue step-change outcomes, not incremental tweaks.

    Ultimately, the craft is in translating analytics into action. When teams can trace a feature idea to a specific behavioral pattern, test it with a well-powered A/B experiment, and observe durable improvements in retention and revenue, momentum takes care of itself. That’s how I operationalize data to deliver growth, retention, and monetization at scale.


    Inspired by this post on Amplitude – Best Practices.


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  • Taste vs. Evidence in the AI Era: What Product Leaders Must Invest In Now

    Taste vs. Evidence in the AI Era: What Product Leaders Must Invest In Now

    I just finished listening to "Taste – All Things Product Podcast with Teresa Torres & Petra Wille," and as a product leader shipping AI-powered capabilities at HighLevel, Inc., I wanted to pressure-test the sudden obsession with "taste."

    If you're curious, you can listen to this episode on Spotify or Apple Podcasts.

    The core question landed perfectly for our moment: Is "taste" the must-have skill of the AI era — or just the latest tech buzzword in a world where AI is eating through design, delivery, and discovery?

    Teresa pushes back hard, highlighting how slippery the term can be. "It's just this month's flavor of founder mode." She points out that "taste" is rarely defined, can't be easily taught, and too often becomes shorthand for "my preference trumps yours." Just as importantly, "It's not about your taste. It's about your customer's taste."

    Petra adds needed nuance from years in the craft: pattern-recognition is real, and some people do develop sharper product sense over time. As she put it, "I am a strong believer that you develop product sense and taste over time. It's never finished."

    Both threads lead back to familiar roots in product: product sense, founder mode, and the enduring myth of the lone visionary. They even grapple with the big question on everyone’s mind—Will AI Eat Taste Too?—and where that leaves product teams navigating GenAI, LLMs for product managers, and evolving product strategy.

    Here’s my take. "Taste" can be useful as a personal north star, but it is not a decision system. In my teams, we bias toward evidence: continuous discovery, customer interviews, discovery synthesis with opportunity solution trees, and tight collaboration in product trios. Opinion can start the conversation, but evidence should end it.

    Practically, that means investing in the skills that compound: Discovery skills — understanding customers, matching solutions to real needs. Human-to-human interaction skills. Learning to collaborate with AI effectively. Critical thinking and judgment grounded in evidence.

    On AI collaboration specifically, we treat GenAI as a force multiplier, not a decider. We prototype with AI to explore breadth, then narrow with qualitative and quantitative signals, ablation-style experiments, and clear success criteria. The bar I hold myself to is simple: taste without evidence is just opinion.

    Three lines I underlined from the conversation:

    "It's just this month's flavor of founder mode." — Teresa Torres

    "It's not about your taste. It's about your customer's taste." — Teresa Torres

    "I am a strong believer that you develop product sense and taste over time. It's never finished." — Petra Wille

    If you want to go deeper, these references are helpful for sharpening judgment without falling into the "great man" theory trap.

    Follow Teresa Torres: https://ProductTalk.org

    Follow Petra Wille: https://Petra-Wille.com

    Founder mode

    Marty Cagan: Founder-Style Leadership

    Vercel/v0 CEO Guillermo Rauch on building taste: from Lenny Rachitsky’s Linkedin post

    Continuous discovery (Read Teresa’s Everyone Can Do Continuous Discovery—Even You! Here’s How

    The "great man" theory

    Steve Jobs and the myth of the lone product visionary

    Have thoughts on this episode? Leave a comment below and share how your team balances product sense with evidence in the age of AI.


    Inspired by this post on Product Talk.


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  • 5 Proven Agent Skills I Use to Automate Weekly Product Reviews with Claude, Cursor, and Codex

    5 Proven Agent Skills I Use to Automate Weekly Product Reviews with Claude, Cursor, and Codex

    Weekly product reviews are where strategy meets execution, and over the past year I’ve turned them into a high-signal, low-friction ritual by leaning on agentic AI. As VP of Product Management at HighLevel, Inc., I’ve standardized a set of agent skills that compress preparation time, surface the right insights, and keep PMs, engineers, and designers focused on decisions—not document wrangling.

    "Learn how our teams use agent skills with claude, cursor and codex to run product reviews as PMs, engineers, and designers. Here are 5 killer use cases for builder."

    Below, I walk through the five skills I rely on most in our weekly cadence—each one mapped to a clear product management outcome. They’re simple to set up, easy to govern, and aligned with core practices like continuous discovery, product roadmapping and sprint planning, and eval-driven development.

    Skill 1 — Backlog triage with signal extraction: I point an agent at fresh tickets, customer notes, and experiment results to cluster themes, tag impact, and flag regressions. Using a retrieval-first pipeline and Agent Analytics, the assistant ranks items by value, effort, and risk so our meeting starts with a prioritized, explainable shortlist instead of a raw queue.

    Skill 2 — PRD and spec synthesizer: Ahead of the review, an agent drafts a one-page PRD update from design diffs, git history, and decision logs. With Claude Code and Cursor, it highlights interface changes, acceptance criteria, and open questions, linking back to sources. The result is a crisp, auditable brief that keeps product trios aligned without re-litigating context.

    Skill 3 — Experiment and metrics analyzer: An analytics agent pulls A/B testing readouts, checks minimum detectable effect assumptions, and annotates anomalies. It turns raw telemetry into a narrative: what moved, by how much, and whether we trust it. This makes our discussion about tradeoffs, not spreadsheets, and speeds commitments on next steps.

    Skill 4 — Voice-of-customer synthesizer: The assistant clusters interviews, support threads, and NPS verbatims into jobs-to-be-done and pain themes. It proposes opportunity solution tree updates and calls out places where our roadmap diverges from customer signal. That keeps continuous discovery alive in the room—even when time is tight.

    Skill 5 — Roadmap and sprint planning co-pilot: After decisions, an agent converts outcomes into scoped backlog items, engineering tasks, and stakeholder updates. It drafts sprint goals, flags dependency risks, and aligns work to objectives. Because it’s grounded in the meeting record, it preserves intent while removing ambiguity.

    Under the hood, prompt engineering patterns and guardrails keep these workflows predictable: a retrieval-first pipeline for context, eval-driven development for quality checks, and role-specific prompts for PMs, engineers, and designers. With Claude Code I generate structured diffs and test scaffolds; with Cursor I accelerate code-review summaries; and with codex I bootstrap utility scripts that keep the loop tight between insights and implementation.

    The payoff is tangible: higher decision velocity, fewer meetings to “re-clarify,” and clearer accountability across the product organization. Just as important, governance and privacy-by-design are built in—every agent logs rationale, cites sources, and respects data boundaries—so leaders can scale AI workflows confidently.

    If you’re looking to level up your product reviews, start with these five skills, measure impact with Agent Analytics, and iterate. Small automations compound quickly, and the more consistently you run them, the more your team’s attention shifts from preparing content to making better product decisions.


    Inspired by this post on Amplitude – Perspectives.


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