Checklist: Rule-of-30 Process

I. In a face-to-face meeting, secure agreement of all members of the NPD team on:

    • Target market segment
    • Top three value creation features of the product concept
    • Opening sentences of elicitation script

Elicitation Script Template (Also see endnote 1)

My name is George Castellion from Solid State Chemistry Associates

Is this a convenient time to call?

I’m a consultant working with clients in the front end of new product and service development.

I’m on assignment now from a client that is working on an innovative productive concept for <Target Market>. In alpha testing they have been able to demonstrate that this new product can <List top 2 features of the concept for creating new value or new satisfaction for its customers>. The innovation comes out of some basic research they have done in <the innovation’s technology area>.

I’d like to ask you some questions based on the understanding I’m beginning to build about the use of <innovation’s application> in the <Target Market>.

My client is a multinational company. They have a good basic research knowledge about the technology used to produce the <innovation> but have relatively little knowledge about its application in <the target market>.

All prospects will hear the frame above. As the elicitation progresses, I probe for their responses to value creation features identified by NPD team in the pre-funnel process.

II. Build a random list of 200+ knowledgable individuals in the target market

Include individuals with potential to make real decisions about adopting a new product e.g. a. Potential customers, b. Their customers, c. End-users in the target market value chain, d. Technologists or operations personnel in customers’ firms. (Very important, this last group of decision-makers often have final say on adoption of a new product.

Check for your hidden biases after assembling the list. (A common bias is to include a list of individuals that Sales believes would make good customers. This list is not a random sample. Using the Central Limit Theorem requires a random sample to forecast a statistically significant rate of adoption of the new product.)

III. Begin calling

Important Make sure the information that comes up on the recipient’s Caller ID screen consists only of: Your first and last names and your mobile phone number. And, because this is a Blind Study, use a “doing-business-as” company name, one that is not that of your current employer.

In the State where I live it is easy to register doing-business-as names. Create a unique name that ends in Associates which positions you as a consultant. Buy, to use only for customer research, a mobile phone and service. Remember to use your name and the doing-business-as company name when you receive call backs.

Using the app developer features of Filemaker™, I build a report that lists the phone number, first name, last name, and firm. Randomize the list based on the first letter of the last name. Print out the list.

Pick up the phone, start at top of list and start calling. going down the list from top to bottom in order. When a prospect goes into the Professor mode take notes on a writing pad using your preferred shorthand method. Do not type notes into a computer during an elicitation. Why?: 1. By multitasking you will miss nuances in the Professor’s replies. 2. Professors know you are typing and will pull away from the conversational mode essential to elicitation. Maintain the Intelligent Pupil role throughout questioning of the Professor.

After I finish a Professor call, I immediately type my notes into a large text field in the Filemaker™ contact record. I add any new names volunteered to me by the Professor and again randomize the calling list.

By using a consistent opening script and calling in a random manner, you can invoke the Central Limit Theorem to analyze rate of adoption scores.

IV. Mid-point check with NPD team.

  • I do a quick analysis of the patterns I see forming in the data collected in the first 15 Professor elicitations.
  • In a brief phone conference with the NPD team describe my educated guesses about what the patterns are showing.
  • I ask the NPD team if they want me to probe and flesh out new value creation features customers desire and, b. Changes in market dynamics.

V. Resume calling until you’ve collected a 30 Professor in-depth interviews

VI. Analyze collected quantitative and qualitative data

VII. Write report

Report Structure:

Five Sentence Executive Summary of judgements, conclusions and projections

Important Write the executive summary through the lens of C-Suite’s, decision makers. Thirty second focus on why this NPD investment is valuable. What is needed for product’s success. When.

Two Page Briefing of information gathered, judgements, conclusions and forecasts.

Body: Twenty-Five Page, Maximum including: What customers really want and why, Desired value-creation features, Forecast of the new product’s rate of adoption by the average prospective customer in the target market. Quotes from key Professors, Highlight where Professors’ opinions differ, Options for a compelling value proposition, Options for collaboration with Early Adopters.  Latent Needs discovered.

List of Professors’ Contact Information

Appendices including long-form descriptions of the web of relationships in the target market and the calculation of the rate of adoption forecast

VIII. Face-to-face presentation of report to NPD team.

Usually runs 4-5 hours

Interaction with team members during the presentation enhances the value of the report. Often on hearing a judgement and questioning the reporter, a team member will recall a half-forgotten incident. Putting the pieces together strengthens the judgment and options for actions

Here is the elicitation script template I use [i]


[i] 1  In a face-to-face meeting …
Following this script places the prospect in the role of the “Professor.” The elicitor assumes the role of an “Intelligent Pupil.” By trial and error, I’ve tested each word in first three sentences to do exactly that.
It’s the 5 to 15 seconds you have after the prospect picks up the phone, to set these roles in the mind of the Mentor. Then all you have to do for the next 15 to 30 minutes is: a. Remain in the role of the Intelligent Pupil and b. Use expert elicitation skills to uncover previously unknown data, information, and insights.

I’ve tested every word for its power to set the stage for effective elicitation.

  • First sentence “My name is …..” Immediately gives the respondent your name and your firm’ name. “Associates” positions you as a service provider.
  • Second sentence “Is this a convenient time to talk” A “magic” sentence for securing an elicitation conversation, then or later, with knowledgeable individuals. I’ve been successful when using this sentence in thousands of cold-calls. It works whether the individual’s title is Sr. VP or Plant Operator.
  • Third sentence “I’m a consultant working with clients … “ I identifying yourself as a consultant reinforces the “service provider” phrase in the 1st sentence. “Working with clients” signals you are not going to pitch the respondent to hire you.