A POOL I BUILT
ONCE, AND USED
FOR EVERY STUDY
SINCE

Research at the pace of a roadmap needs somewhere to recruit from. I founded a customer advisory community in EMEA, sequenced its expansion to two more regions, and ran the practice off it: discovery across five verticals, demand triangulated from three biased channels, and eight roadmap items validated or influenced by the cohort, three of them since shipped. Six threads, from founding the program to the account that renewed and cited it as a big reason.

Role
Lead Product Designer, research DRI and program founder
Discipline
Program design, discovery, demand synthesis, research ops
Context
Enterprise B2B SaaS platform
Status
Kicked off October 2025 in EMEA; 2 more regions sequenced
THREAD 01 / 06
Founding the program
8
ScopeEnterprise accounts hand-selected into the founding cohort
5
ScopeFounding-cohort industries: travel, food, fintech, retail, tech
6
DecisionTouchpoint types a year, kickoff to live channel
The problem

The team needed a trusted line to power users: a place to recruit research participants, pressure-test direction, and build loyalty with the accounts that mattered most. None existed; feedback was ad hoc, and the most valuable customers had no relationship with the people building the product.

What I did

I founded a customer advisory community and designed the whole program: member criteria weighted toward power users and high churn-risk accounts, a hand-selected founding cohort spanning travel, food, fintech, retail, and tech, and a year-long cadence of an in-person kickoff, monthly virtual sessions, quarterly events and newsletters, semi-annual surprise events, and a dedicated channel. Running every detail myself, down to sourcing branded swag and untangling vendor logistics when a contractor underdelivered, mattered because the trust the program runs on is built in the details.

Frame it as a community and a thought-leadership circle. The trust is the whole point. Program positioning principle
CANDIDATE MEMBER VERTICAL HAND-SELECTED WEIGHTED TO POWER USERS AND CHURN-RISK ACCOUNTS EVERY CANDIDATE ACCOUNT MEMBER CRITERIA THE FOUNDING COHORT THE FOUNDING COHORT FIVE VERTICALS, ONE STANDING PROGRAM ADVISORY PROGRAM A TRUSTED LINE TO POWER USERS TRAVEL FOOD FINTECH RETAIL TECH IN-PERSON KICKOFF MONTHLY SESSIONS QUARTERLY EVENTS NEWSLETTERS A YEAR-LONG CADENCE, PLANNED FROM DAY ONE
Fig. A hand-selected cohort across five verticals, with a year-long cadence from day one
THREAD 02 / 06
Scaling it across three regions
15
ScopeCities scored before any expansion was chosen
4
DecisionWeighted factors in the city-scoring model driving expansion order
3
DecisionGlobal regions sequenced: EMEA, North America, Asia-Pacific
The problem

The founding cohort proved the model in one region. Scaling globally meant choosing where to invest next without spreading thin, through partner teams wary of anything resembling a sales push into their accounts.

What I did

I built a scoring model ranking expansion cities by churn risk, account size, renewal timing, and growth potential, then sequenced the rollout across EMEA, North America, and Asia-Pacific, so investment followed evidence, not enthusiasm. A repeatable nomination and outreach process, region-specific plans, and internal positioning as a customer community brought the teams who owned those relationships along instead of pushing back.

The scoring model decides where we go next. It keeps the program honest under pressure. Expansion framework principle
LIVE NEXT COMING SOON PARTNER NOMINATION SEQUENCED BY SCORE CHURN RISK, ACCOUNT SIZE, RENEWAL TIMING, GROWTH POTENTIAL EMEA THE FOUNDING REGION NORTH AMERICA SECOND BY SCORE ASIA-PACIFIC THIRD BY SCORE SCORE NOMINATED BY PARTNER TEAMS NOMINATED BY PARTNER TEAMS POSITIONED AS A CUSTOMER COMMUNITY, NOT A SALES PUSH REGION-SPECIFIC PLANS EARNED WARY PARTNER TEAMS OVER
Fig. Expansion sequenced across three regions by score, through partner-team nomination
THREAD 03 / 06
Running studies off the pool
8
ResultRoadmap items validated or influenced by the cohort, 3 since shipped
85.7%
ResultOf founding members joined the channel within 48 hours
7
ScopeConcurrent studies run off the pool, 2025 to 2026
The problem

A community only earns its keep if it changes the product. Every advisory program risks becoming a nice-to-have where members feel heard, nothing moves the roadmap, and trust quietly erodes.

What I did

I wired the program into the product process as a standing recruitment pool and a fast channel to pressure-test direction. With the pool in place, concurrent studies ran across product areas at the roadmap's pace, screener quality and clear synthesis boundaries keeping every insight attributable instead of bleeding together. Each study was framed as a hypothesis it could disprove, with its scope lines drawn before a session ran. The cohort's input validated or influenced eight roadmap items, from dynamic landing pages to an attribution tool to bulk creation enhancements, and three have since shipped. Within 48 hours, 85.7% of founding members had joined the channel, and within the first week members were answering each other's product questions.

Member input has to show up in what ships. Otherwise the whole program is just theater. Program-to-product principle
MEMBER INPUT ROADMAP INFLUENCE THE CHANNEL 85.7% JOINED WITHIN 48 HOURS MEMBERS ANSWERING EACH OTHER IN WEEK ONE A STANDING POOL FOR STUDIES, A FAST CHANNEL TO PRESSURE-TEST DIRECTION SYNTHESIZE TRACED TO THE ROADMAP INPUT TO ROADMAP INFLUENCE, NOT A NICE-TO-HAVE DYNAMIC LANDING PAGES AN ATTRIBUTION TOOL BULK CREATION ENHANCEMENTS EVERY INFLUENCE TRACES BACK TO A MEMBER
Fig. Community input traced to roadmap influence, 3 of 8 items since shipped
THREAD 04 / 06
Discovery interviews
12
ScopeDiscovery sessions with enterprise customers
5
ScopeIndustries: retail, grocery, hospitality, media, sports
3
ScopeRecurring themes, each delivered with quotes, implications, and next steps
The problem

Before designing anything, we needed to know how enterprise customers worked at scale, where the tooling fell short, and what they'd built to compensate. Foundational discovery: no prototype, just open questions about real workflows.

What I did

I ran discovery sessions with enterprise customers across retail, grocery, hospitality, media, and sports, then synthesized them into cross-interview theme documents. The strongest signal recurred in every vertical: customers had independently built elaborate parallel spreadsheet systems because the in-platform experience didn't match how they worked. The recurring themes, naming and discoverability at scale, export and audit gaps, a hard code dependency for non-technical users, each became a structured deliverable with quotes, implications, and next steps the team could design against.

Customers had quietly built their own spreadsheet systems around the product. That workaround was the clearest signal in the study. Discovery synthesis
SESSIONS THEME STRONGEST SIGNAL DISCOVERY SESSIONS ENTERPRISE CUSTOMERS, FIVE VERTICALS RETAIL GROCERY HOSPITALITY MEDIA SPORTS CLUSTER RECURRING THEMES EACH DELIVERED WITH QUOTES, IMPLICATIONS, NEXT STEPS PARALLEL SPREADSHEET WORKAROUNDS SYSTEMS BUILT OUTSIDE THE PRODUCT TO GET WORK DONE THE STRONGEST SIGNAL NAMING + DISCOVERABILITY AT SCALE EXPORT + AUDIT GAPS CODE DEPENDENCY FOR NON-TECHNICAL USERS
Fig. Interviews across five verticals, clustered into themes the team could act on
THREAD 05 / 06
Multi-source demand synthesis
340
ScopeLogged product requests coded into themes across an 18-month window
3
ScopeIndependent channels triangulated: sales log, research repository, meeting notes
20+
ScopeEnterprise accounts represented across the channels
The problem

Demand arrived through three disconnected channels: a sales request log, a research repository, and live meeting notes. Each has its own bias. The log favors the loudest account, the repository favors whoever was studied, the meetings favor whoever was in the room. Prioritizing from one channel meant building for the loudest voice.

What I did

I synthesized each channel on its own terms: 340 logged requests from an 18-month window coded into weighted themes, a multi-year research repository mined, months of meetings across 20+ enterprise accounts distilled. Cross-reading the three produced one demand picture where confidence comes from agreement: themes confirmed by all three channels became high-confidence priorities, two-channel themes carried their caveats, and single-channel signals were held for validation. The roadmap now prioritizes from evidence no single channel could provide; user roles and permissions is the current example.

A theme that survives the sales log, the research repository, and the meeting notes isn't an anecdote anymore. It's demand. Triangulation principle
ALL THREE TWO CHANNELS ONE CHANNEL THREE CHANNELS EACH WITH ITS OWN BIAS SALES REQUEST LOG 340 REQUESTS, 18 MONTHS RESEARCH REPOSITORY MULTI-YEAR STUDY ARCHIVE MEETING NOTES 20+ ENTERPRISE ACCOUNTS SYNTHESIZED SEPARATELY FIRST, SO NO CHANNEL SPEAKS FOR ANOTHER CROSS-READ ONE DEMAND PICTURE CONFIDENCE SET BY AGREEMENT, NOT VOLUME VALIDATED BY ALL THREE CHANNELS HIGH-CONFIDENCE ROADMAP PRIORITIES TWO-CHANNEL THEMES CARRIED FORWARD WITH THEIR CAVEATS SINGLE-CHANNEL SIGNALS HELD FOR VALIDATION, NOT PROMOTED FEEDS ROADMAP PRIORITY THE STANDING REFERENCE FOR WHAT CUSTOMERS ACTUALLY DEMAND
Fig. Three biased channels cross-read into one demand picture, confidence set by agreement
THREAD 06 / 06
At-risk to advocate
7 of 8
ResultFounding accounts still in the program a year in, the only loss a layoff
2
ResultFounding accounts renewed, one citing the program as a big reason
0
ResultMembers lost to a competitor in the first year, including one mid-evaluation
The problem

The accounts most worth investing in were often the most at risk: large customers weighing competitors mid-contract, with no strong reason to stay. The real test was whether sustained, genuine engagement could turn someone evaluating alternatives into an internal defender of the product.

What I did

I treated the founding cohort as the proof of concept and invested directly in the relationships. A year in, 7 of the 8 founding accounts are still in the program; the one that left did so after its member was laid off, not by choice. The clearest signal: a member mid-evaluation of a direct competitor fought internally to keep their company on the platform, and the company renewed, citing the program as a big reason.

A member fighting to keep their company on the platform, with a competitor's pitch on the table, is the outcome the program was built for. Advocacy outcome, founding cohort
AT RISK ADVOCATE TOUCHPOINT AT RISK THE ACCOUNTS MOST WORTH INVESTING IN A LARGE ACCOUNT MID-CONTRACT EVALUATING A DIRECT COMPETITOR NO STRONG REASON TO STAY SUSTAINED, GENUINE ENGAGEMENT THE FOUNDING COHORT AS PROOF OF CONCEPT KICKOFF MONTHLY SESSIONS EVENTS A DIRECT LINE THE INTERNAL ADVOCATE FOUGHT TO KEEP THEIR COMPANY ON THE PLATFORM 7 OF 8 FOUNDING ACCOUNTS STILL IN, A YEAR ON THE ONE EXIT FOLLOWED A LAYOFF, NOT A CHOICE TO LEAVE
Fig. An at-risk account turned internal advocate through sustained engagement
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