Customer & Discovery

Research debrief / readout

Summarized findings from a research cycle.

What it is

Communicates key patterns, evidence, implications, and recommended decisions. Closes the loop on every research effort with a documented next step.

Concrete example

Deck with “3 key findings,” supporting quotes and screenshots, and “What we will change in the roadmap because of this.”

When to use it

At the end of every discovery cycle. Required before the team is allowed to start on follow-on solution work.

What Product Joi delivers

Research debrief: 3–5 findings with evidence, implications by team, recommended decisions, and an updated opportunity register.

  • Turnaround

    48 hours

  • Format

    Decision-first doc

  • Reviewed by

    Senior product lead

Sample deliverable

A real research debrief / readout Product Joi has shipped. This is the format and depth you'll receive.

Research debrief · shipped February 2025

National survey synthesis — engaged brides & families

Large-scale national survey debrief. Covers methodology, 40-question instrument, majority responses, and 7 key insights with recommendations for venue owners. Companion piece to the AI-moderated interviews.

Decision Run a large-scale national survey of engaged women in the US to validate bride + family pain points, then layer qualitative interviews on top (separate deliverable). Why a survey (after public data) PESTLE analysis and publicly available data outlined macro trends and venue-owner challenges but couldn't answer bride-side decision-making questions: - What factors influence venue choice? - How much are couples willing to spend? - What are must-have features? - How do families influence the final decision? Methodology Target audience: engaged women in the US. Sample size: large national panel. Instrument: 40 structured questions across budget, venue type, logistics, planning services, seasonality, and decision-making factors. Goal: identify bride + family decision factors when booking a venue. What the venue-owner side already told us (validated via public data + interviews) 1. Lower budgets + declining guest counts — 58% of 2025 weddings have < 75 guests; 85% of couples report inflation pressure. 2. Intensifying competition — venue count is up; bookings per venue are down vs 2022. 3. Marketing struggle — most venues spend < $1K/month on marketing with minimal return. 4. Rising costs — average wedding cost up to $36K in 2025 (from $33K in 2024). 5. Evolving preferences — ambiance, sustainability, and unique experiences dominate. Bride-side survey — 7 key insights & recommendations 1. Budget & value (70% prioritize cost / value as the #1 factor). Rec: communicate pricing clearly + highlight included services to justify costs. 2. Venue preferences & backup plans (100% prefer outdoor; 60% require indoor backup; 50% want 71–80°F). Rec: market both outdoor features AND indoor contingency options. 3. Guest experience & logistics (80% say travel distance affects attendance; 40% expect >75% of guests to need overnight accommodations). Rec: highlight nearby accommodations + lodging partnerships. 4. Planning services & coordination (40% want full-service planning; 50% expect setup / teardown / guest coordination). Rec: bundle planning services or partner with experienced planners. 5. Seasonal & timing preferences (40% prefer March–May; 50% plan 12–18 months out). Rec: market early-booking promotions + offer virtual tours for early planners. 6. Communication & tour expectations (preferences for in-person meetings + visibility into ceremony, reception, dining, bridal suite, and photo locations during tour). Rec: design tour scripts that hit every expected stop + offer pre-tour digital previews. 7. Booking blockers (cost + weather concerns). Rec: publish weather-contingency policies + transparent all-in pricing. What venue owners must do (synthesis) - Increase bookings — drive occupancy despite shrinking guest counts. - Decrease costs — optimize operations + reduce waste. - Enhance the experience — seamless, stress-free planning for couples. - Maintain competitive edge — stand out via technology-driven advantages. Why this matters The survey alone would surface patterns but not emotional drivers. Pairing it with the AI-moderated interview synthesis (companion deliverable) gave the product a complete picture — breadth + depth — and let the product vision land with both quant evidence and qualitative texture.

Discovery synthesis · shipped 10 weeks ago

Discovery synthesis — Churn driver interviews

Synthesis of 14 churn interviews. Identifies onboarding friction as the #1 driver and surfaces three pricing-trust signals.

Decision Onboarding friction is the #1 churn driver. Pricing trust is the rising second. Treat both as foundational inputs to FY26 planning. How we got here 14 churn interviews across 3 cohorts (months 3–5 post-signup). Recruited via exit-survey opt-in and refund requests. Mix: 8 owner-operators, 4 ops leads, 2 finance. Top themes Theme 1 — Onboarding friction (9 of 14) Direct quote: "I signed up Tuesday, by Friday I still hadn't sent a dispatch. I gave up." Pattern: workspace config step is the first hard stop. Owner-operators don't have an admin to hand it off to. Implication: shorten setup, defer config until value is felt. (See onboarding PRD.) Theme 2 — Pricing trust (6 of 14) Pattern: list price felt fair until the first surprise. Two reported overage charges they didn't understand. One reported a per-seat charge for a user who "only logged in once." Implication: transparent metering and predictable upgrade ladder. (Separate pricing review.) Theme 3 — Mobile parity (4 of 14) Pattern: field crews can't reliably complete dispatches on the mobile app. Implication: mobile parity must be in scope for any onboarding redesign. What we are *not* concluding - This sample is qualitative. Don't size churn impact off these 14. - One mention does not equal a pattern. Anything < 3 mentions is parked, not actioned. Next step Three artifacts to follow: 1. Onboarding PRD (committed, Bet 1). 2. Pricing-trust review (Q3 candidate). 3. Mobile parity checkpoint (folded into onboarding rollout).

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