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RUN THE EXERCISE: USER LIFECYCLE FUNNEL

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TIME TO RUN

1 hour

MATERIALS NEEDED

Sticky notes, Sharpies, paper, whiteboard, list of questions

PEOPLE INVOLVED

Product managers, designers, researchers, engineers, stakeholders

EXERCISE GOAL

Understand the stages a user encounters while going from visitor to lifelong customer.

Tell your team which user they will be creating the User Lifecycle Funnel for. If you need help choosing, there’s more information about understanding who your users are in the next few chapters. For now, you need to pick one single user for everybody to work on. Maybe it’s an end user. Maybe it’s the buyer. If you have a simple mobile app that only really has one type of user, then it will be easy. If you work at someplace like Salesforce, you’ve got a choice to make.

Give everybody a stack of sticky notes and something to write with. You’re going to ask each person several questions and show them some sample answers for a product that isn’t your own. When you ask a question, you’re going to give them three minutes to write as many answers to that question as they possibly can. Each answer should go on its own sticky note.

Each sticky note should be labeled in the bottom-right corner with the question number it answers (see Figure 1.4).


FIGURE 1.4 Label the answers with the appropriate question number.

Participants should not talk to one another during the writing time. Talking comes later.

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