L1. Audience
Outputs doc: outputs.md, L1 section. Fill it in as you work through the steps below. Raw interview captures go in captures.md. L2 reads the L1 section before starting.
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What this layer is: A sharp definition of who has the problem from L0. Not demographics. Behavior, decision process, and context: which decision this person has to make, and what is currently keeping them from making it. The output is an audience you could build a list of right now, not a persona with a stock photo and a name.
Why it comes after L0 and before everything else: L0 told you a real problem exists. L1 tells you whose problem it is, precisely enough to reach them. If the audience is vague, L2 cannot write a value proposition that beats the alternative (because “the alternative” depends on who is choosing), L3 cannot find the language that lands (because language is specific to a situation), and L4 cannot pick channels (because channels follow from where this audience actually is). A broad audience here produces fuzzy work in every layer below. If you cannot define a sharp audience, the usual cause is that L0 is not actually finished. Go back before you push forward.
What finishing this layer produces: A written audience definition in the L1 section of outputs.md built around a behavior and a situation, naming the decision the person faces and the blocker that stalls it, with a chosen sharpest segment and, for B2B, a map of who else is in the buying decision. Backed by primary evidence, not inference.
Diagnostic: is L1 actually done?
Before building anything, answer these questions in writing. Vague answers mean the layer is not finished.
1. Could you build a list of ten real people or companies who fit this audience right now? Not “marketers” or “mid-market companies.” Ten specific names you could find this week. If you cannot, the audience is still a category, not an audience.
2. Is the audience defined by what they do and the situation they are in, rather than by demographics or firmographics alone? “CMOs at companies with 200 to 500 employees” is a filter, not an audience. It describes who they are on paper, not why they have the problem. A real audience definition names a behavior or situation that makes the problem acute for them specifically.
3. Can you name the specific decision this person has to make, and what is currently stopping them from making it? The audience exists at the moment of a decision. If you cannot state the decision and the blocker, you know who has the problem but not what is keeping them stuck, and L2 will have nothing to push against.
4. Do you know who else is involved in that decision? In B2B, almost nobody decides alone. If you cannot name the others in the buying group (who feels the consequence, who controls budget, who can veto), you are likely marketing to one person while a different person holds the outcome.
5. Can you point to the sharpest segment within the audience and say why they feel the problem more acutely than the rest? A problem is felt unevenly. If everyone in your audience feels it equally in your description, you have not looked hard enough. The sharpest segment is where L2 through L5 should aim first.
If you answered all five clearly and in writing, L1 may already be done. Jump to the L1 section of outputs.md, fill in the fields, check the checklist, and move to L2. If not, work through the steps below.
Step 1. Pull the seed audience from L0
Duration: 30 minutes
L1 does not start from a blank page. It starts from what L0 already established. The fastest route to a sharp audience is to read your own L0 evidence as if it were about people rather than about a problem.
What to do:
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Open the L0 section of
outputs.mdand copy the following into the “Seed audience from L0” field in the L1 section:- The “Who” line from your final problem statement.
- The named workaround. The people currently using the workaround are usually your best early audience, because they have already admitted the problem is worth spending effort on. L0 told you this; L1 acts on it.
- The consequence range from your interview synthesis. Who felt the problem acutely and who barely felt it? That spread is the raw material for segmentation in Step 4.
- Any sub-segments your L0 synthesis surfaced (different workarounds often signal different sub-groups).
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Read it back and write one sentence: “Based on L0, the people who have this problem most acutely appear to be the ones who ___.” Do not polish it. It is a starting hypothesis, and the rest of this layer tests and sharpens it.
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If the “Who” from L0 is broad or you are pulling it forward from inference rather than evidence, that is not an L1 problem to paper over. Note it in the L1 scope notes in
outputs.mdand log it inassumptions.md(Layer: L1, Status: Untested). A broad L0 “Who” caps how sharp L1 can get. If it is too broad to work with, the honest move is to return to L0.
Step 2. Describe the audience by behavior, not demographics
Duration: 45-60 minutes
Demographics and firmographics describe an audience but do not explain it. Age, title, company size, and industry are filters you can apply to a list, and they matter for reaching people later, but on their own they do not tell you why someone has the problem or whether they feel it. Two CMOs at two identical companies can be in completely different situations. The thing that separates the person who has your problem acutely from the person who does not is almost always something they are doing or something happening in their situation, not something on their business card.
What to do:
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In the L1 section of
outputs.md, under “Audience by behavior,” describe the audience in terms of:- What they are doing. The activity, role, or project that brings the problem into their day. “Running outbound sales without a follow-up system” is a behavior. “Being a sales manager” is a title.
- The situation or trigger. What is happening in their world that makes the problem live right now? A new hire, a missed target, a tool that stopped working, a season, a funding round. Pull this from your L0 situation triggers.
- Observable signals. The things you could see from the outside that tell you a specific person is in this audience. They have posted about the problem, they use a particular workaround tool, they have hired for a role that exists because of the problem, they are at a stage where the problem is structurally inevitable. This list is what makes “build a list of ten right now” possible, and it feeds directly into L4 targeting.
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Write the observable signals as a checklist a stranger could apply. “Has the problem” is not observable. “Has hired a sales operations person in the last year” is. The sharper this list, the easier every downstream layer becomes.
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Demographics and firmographics still go in the file, but in their own line labelled “Filters (not the definition).” Keep them separate so you do not mistake the filter for the audience.
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For every signal or trigger you wrote from your own inference rather than from something you observed or someone told you, log it in
assumptions.md(Layer: L1, Status: Untested). Step 6 will test these.
Step 3. Map the decision and the blocker
Duration: 45 minutes
This is the part of L1 that most audience work skips, and it is the part that makes the difference downstream. An audience is not just a group with a problem. It is a group facing a decision they have not made yet. The decision is “do something about this or keep living with it.” The reason they have not made it is the blocker. L2 will have to beat the blocker, not just the workaround, so name it precisely here.
What to do:
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In the L1 section of
outputs.md, under “The decision,” write the actual decision this person faces in their own terms. Not “decide to buy our product.” The product does not exist in their head yet. The decision is closer to “decide whether the way we handle this now is good enough, or whether it is finally worth changing.” State when that decision tends to come up. -
Under “The blocker,” list what is currently keeping them from making the decision. Work through these candidates and keep the ones that are real for your audience:
- The status quo is tolerable. The workaround is annoying but survivable, and changing it has its own cost. This is the most common and most underestimated blocker.
- No clear owner. The person who feels the problem is not the person who can authorise a change.
- Fear of choosing wrong. They have been burned before, or the choice feels high-stakes and irreversible, so they delay rather than risk a bad call.
- Competing priorities. The problem is real but not the most urgent thing on the list this quarter.
- No trigger yet. Nothing has forced the issue. The problem is chronic, not acute, and chronic problems get tolerated indefinitely.
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For each blocker you keep, note what would have to change for the person to actually decide. That note is a gift to L2 and L3: it is the thing the message has to make true.
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The blocker is almost always partly inferred when you first write it. Mark it unconfirmed in the L1 section of
outputs.mdand log it inassumptions.md(Layer: L1, Status: Untested). The interviews in Step 6 exist largely to confirm or correct this.
Step 4. Find the sharpest segment
Duration: 45-60 minutes
A problem is felt unevenly across the people who have it. Some feel it acutely and are ready to act; others feel it mildly and will tolerate it for years. Trying to serve all of them at once produces a value proposition that is true for everyone and compelling to no one. L1 forces a choice: which slice of the audience do you aim at first? That slice is your beachhead. Picking it does not throw the rest away; it sequences them. You dominate one slice, use the wins as proof, and expand from there.
Pain also concentrates inside an organisation, not just across organisations. The same company can feel the problem acutely in one team and barely at all elsewhere. The sharpest segment is therefore not just a type of company; it is a type of company plus the specific team or role where the pain lands hardest. Vendors who aim at one function (ops, finance, legal, a particular role) tend to beat generalists, because they can speak that function’s language and solve its exact version of the problem.
What to do:
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In the L1 section of
outputs.md, under “Segment intensity map,” lay out the audience along two axes you can fill from your L0 consequence range:- How acutely do they feel the problem? From “barely notices” to “this is costing them real money or sleep.” Note which team or role inside the organisation feels it most directly, not just which company type.
- How few blockers are in their way? From “many blockers, will not move soon” to “blocker is already cracking, a decision is close.”
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Find the segment that sits in the high-intensity, low-blocker corner. These are people who feel the problem and are close to deciding. They are the cheapest to win and the most honest teachers, because they will tell you the truth about the decision and the blocker.
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Apply the painkiller test. Does this segment treat solving the problem as urgent (a painkiller they are actively reaching for) or as nice-to-have (a vitamin they will get to eventually)? The tells of a painkiller segment are concrete: they are already spending time or money on the workaround, they are actively looking for something better, and a budget either exists or could be found quickly. A segment that reads as a vitamin is the wrong beachhead even if it is large. You will spend the whole sale explaining why the problem matters.
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Run the segment through the beachhead criteria. A good beachhead is not only high-pain and ready; it is also:
- Affordable for them. They can pay for a solution at the price the problem justifies.
- Able to adopt it. They can actually implement and succeed with a solution, so the win is real.
- Clustered and connected. They talk to each other, go to the same places, and read the same things, so a visible win travels. This is what makes word of mouth and references possible later, and it feeds L9 directly.
- Lucrative enough to matter. Winning the segment is worth the focus.
Drop a segment that fails these even if the pain is high. A high-pain segment that cannot pay, cannot adopt, or is too scattered for wins to spread is not a beachhead.
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Score the candidate segments against each other in the matrix below (it is also in the L1 section of
outputs.md). Use a 1-5 scale in each column. The matrix forces an honest comparison; it does not replace judgment. A 1 on “can afford” or “can adopt” usually disqualifies a segment no matter how high the total, because a win there is either unaffordable or will not stick.Candidate segment Pain (1-5) Readiness, few blockers (1-5) Can afford (1-5) Can adopt (1-5) Clustered and connected (1-5) Lucrative (1-5) Total -
Write the chosen segment as a single named slice in the “Sharpest segment (beachhead)” field, including the team or role where the pain concentrates. Be specific enough that it passes the “list of ten” test on its own, not just the broader audience. “Mid-size manufacturers” is a category. “Operations planners at mid-size manufacturers running production across more than three systems” is a beachhead.
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Write one sentence on why this segment feels the problem more than the rest. If you cannot, you have not actually found a sharp segment; you have just relabelled the whole audience. Try again.
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Note which segments you are deliberately deferring (not abandoning) and why. Dominating one slice and expanding from it beats spreading thin across five. This keeps the scope honest and stops the audience from quietly broadening back out in later layers.
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Whether a segment really feels the problem more acutely, and treats it as a painkiller, is testable, not obvious. Log the choice as an assumption in
assumptions.md(Layer: L1, Status: Untested) until interviews confirm it.
Step 5. Map the buying context
Duration: 30-45 minutes
In B2B, the person who has the problem is rarely the only person in the decision, and often not the person who signs. The single most common L1 mistake is to define the audience as the person who feels the pain and then discover in L5 and L7 that someone else controls the outcome. Map the whole group now, while it is cheap.
What to do:
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Determine the buying motion for your sharpest segment. It decides who L4 and L5 aim at first.
- Top-down. The decision starts with leadership. Common in enterprise and strategic purchases.
- Bottom-up. The decision starts with the end user. Common in product-led growth, developer tools, and self-serve SMB.
- Consensus. Several stakeholders must agree. Common in mid-market.
Use your interviews to tell which: when people said “I would need buy-in from…”, who did they name, and who moved first?
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Map the decision-making unit in the table below (it is also in the L1 section of
outputs.md). Fill only the rows that are real for your case. In a small or self-serve sale, several rows collapse into one person; write it down anyway, because even a single consumer often has an approver (a partner, a boss, a peer).Role Who (title in your case) Influence What they care about How to reach them Champion (has the problem, wants it solved) High Solving their pain, looking good internally Directly; they are the one looking Economic buyer (controls the budget) High ROI, risk, strategic fit Through the champion; executive-level proof Influencer (shapes the call without owning it) Medium Technical fit, integration, effort to switch Product detail, demos End user (uses it daily) Medium Usability, workflow fit, time saved Trial, onboarding Blocker (can veto or stall) High, negative Security, compliance, budget, status quo Objection handling, references Gatekeeper (controls access) Low to medium Process, vendor requirements Procurement and compliance docs -
Mark who you actually market to versus who signs. The person you reach (usually the champion) is rarely the one who authorises the spend (usually the economic buyer). When they differ, say so: L3 will need to speak to more than one of them, and L7 will need to arm the champion to sell internally.
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Sketch the buying process for the segment, even briefly: what triggers the search, who researches, who evaluates, who makes the final call, the rough timeline, and where it stalls most often. The stall point is usually where a blocker from Step 3 lives.
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Note which rows you have evidence for and which are assumed. The composition of the buying group is an assumption until someone in it confirms it. Log it in
assumptions.md(Layer: L1, Status: Untested).
Why this matters for downstream layers: L4 channels and L5 lead generation aim at whoever you can reach, usually the champion. L7 sales enablement arms that champion to win over the people they cannot reach for you. If the buying group is wrong here, both of those layers aim at the wrong person and you will not see it until deals stall late.
Step 6. Validate with interviews
Duration: 2-5 hours active work, 3-7 days calendar time | Target: 5-10 conversations
L0 interviews confirmed the problem is real among the people who have it. L1 interviews do not re-test that. They sharpen which slice of those people to aim at: which segment feels the problem most acutely and is closest to acting, the decision they face, what blocks it, and who else is in it. Some of your L0 interviewees may be the right people again; the questions are different now, aimed at the person, the decision, and the buying group rather than at the problem itself. Aim for five conversations minimum, ideally drawn from your sharpest segment. Stop when you stop being surprised.
Do not substitute desk research for this. Secondary sources can tell you a segment exists; only a conversation tells you what actually stalls the decision and who really signs.
6a. Recruit from the sharpest segment
Duration: 30-60 minutes to set up, then wait for responses
Where L0 recruited anyone with the problem, L1 narrows. You want people who fit the sharpest segment from Step 4, and you want a mix of buying-group roles if you can get them: a champion who has the problem and, ideally, someone who controls budget.
Who to target:
Use your observable signals list from Step 2 as recruitment criteria. The signals were built to be applied from outside, so they double as a filter for who to approach. Prioritise people who show the high-intensity, low-blocker signals.
How to find them:
- Warm network first. Highest conversion, most honest conversations. Ask for introductions to people who match the signals, not just anyone in the industry.
- LinkedIn outreach. Search on the observable signals (role plus the behavior or situation), not just job title. The research framing converts best.
- Existing L0 interviewees. Go back to the ones who fit the sharpest segment. They already trust the conversation, and you can go deeper on the decision and the buying group this time.
- Communities and review sites. People articulate about the workaround are usually articulate about the decision they made or avoided.
Outreach message template:
Hi [name], I am researching how [segment described by behavior, not title] decides whether to change how they handle [problem area]. Not a sales call, I am genuinely trying to understand the decision and what gets in the way. Would you have 20 minutes in the next couple of weeks?
Target: 5-10 conversations, weighted toward the sharpest segment, booked across one to two weeks so synthesis stays coherent.
6b. Run the interview
Duration: 20-30 minutes per interview
The goal is to build a picture of the person at the moment of the decision: what situation they are in, what decision they faced or are facing, what stopped or slowed them, and who else was in the room. That picture is what you will use in Step 7 to write the audience definition from evidence rather than inference.
Always record with permission. Open the same way every time:
“Thanks for making time. I want to understand how you decide whether to change the way you handle [problem area], and what gets in the way. Your actual experience, not what you think I want to hear. Okay to record?”
Follow the thread the person opens rather than reading this as a script. If they reveal something surprising about the decision or who was involved, go deeper there.
Segment-fit questions (5 minutes), confirming they are who you think
You are checking that this person actually sits in the segment you defined, and noticing the signals that placed them there.
- Walk me through what your role looks like day to day.
- Where does [problem area] show up in that, and how often?
- What changed recently that made this more or less pressing?
- Who do you know with the same setup who would not care about fixing this? What makes them different? (surfaces the anti-audience)
Decision questions (8 minutes), understanding the choice they face
This is the heart of L1. You want the real decision, in their words, and its timing.
- Have you ever seriously considered changing how you handle this? What prompted that?
- Walk me through the last time you thought “we should do something about this.” What happened next?
- What would have to be true for you to actually make a change?
Blocker questions (7 minutes), understanding what stalls the decision
You are testing the blocker you mapped in Step 3. Listen for the reason behind the reason.
- The last time you considered changing and did not, what stopped you?
- What is the risk, for you, in getting this choice wrong?
- Is this the most pressing thing on your list, or does it keep getting pushed? Why?
Buying-group questions (5 minutes), understanding who else is in it
You are confirming the map from Step 5.
- If you decided to change this, who else would need to be involved?
- Who controls the budget for something like this?
- Has anyone ever pushed back on a change like this, or could they? Who, and why?
- Where do you go to look into options when you are considering a change like this?
Closing
- Is there anything about this I did not ask that you think matters?
- Is there someone else, especially someone who decides or signs off, you think I should talk to?
- Can I follow up if I have more questions?
6c. Capture immediately after each interview
Do this within an hour of each conversation, before the next one. For each interview, add an entry to the L1 section of captures.md using this structure:
Interview [number]
Interviewee: [role, company size or type, anonymise if needed]
Date:
Segment fit (do they match the sharpest segment? which signals?):
Top 3 quotes (verbatim):
1.
2.
3.
The decision they faced (in their words):
The blocker (what actually stopped or slowed them):
Buying group (who else was involved, who signs, who can veto):
Where they look for options (feeds L4):
Anti-audience signal (did they look like a fit but turn out lukewarm or wrong? why?):
Surprises (anything you did not expect):
Any L1 assumptions this confirmed or challenged:
The verbatim quotes about the decision and the blocker are the most valuable output. They are the raw material L2 and L3 will use to write a value proposition and message that actually move this person. Capture them exactly.
6d. Synthesise across interviews
Do this after at least five conversations. Go through all your captures in captures.md and update the Interview synthesis fields in the L1 section of outputs.md, covering:
Segment confirmation. Did the people you reached actually match the sharpest segment? If the strongest pain showed up in a different slice than you expected, your beachhead may be wrong. Revise Step 4.
Painkiller or vitamin. Read the urgency, not just the agreement. Painkiller tells: they ask how soon they could start, a budget already exists, they followed up with you rather than the other way around, they say some version of “I have been looking for this.” Vitamin tells: polite interest that goes nowhere, “interesting, let us revisit next quarter,” and silence after a good conversation. If the segment keeps reading as a vitamin, the beachhead is wrong no matter how real the problem is. Note which way it leans, with evidence.
The real decision. How did people actually describe the decision they face? Rewrite “The decision” from their language, not yours.
The real blocker. Which blocker came up most? Was it the one you mapped in Step 3, or something else? The blocker that surfaces repeatedly is the one L2 must beat. Quote it verbatim.
Buying group pattern. Who was consistently in the decision? Did the person with the problem usually control the budget, or was that someone else? Update the buying context map.
Where they look. Where did people say they go for information and options? Save this verbatim. L4 reads it directly.
Observable signals, confirmed. Which of your Step 2 signals actually predicted who had the problem acutely? Drop the ones that did not. Tighten the list.
Anti-audience signals. Who looked like a fit on paper but was lukewarm or wrong in practice, and what set them apart? The lukewarm interviewees are as informative as the enthusiastic ones. Write the signals that disqualify a prospect, so later layers do not waste effort chasing them.
Surprises. What came up that you did not ask about? These are often the most strategically important findings.
After synthesis, mark the relevant rows in assumptions.md as Validated or Invalidated, and note what the evidence showed.
6e. If you genuinely cannot get interviews
If you cannot reach anyone in the time available, use secondary sources as a temporary substitute, not a permanent one.
- Review sites for the workaround tools, read with an eye for who is reviewing and what decision they describe making.
- Community threads, LinkedIn posts, and subreddits where people in the segment describe the decision and what stopped them.
- Job postings that imply the buying context (a role created to own the problem tells you who the champion is; the reporting line tells you who the economic buyer might be).
Document each source in the L1 section of captures.md using the same capture structure, noting that it is secondary. Log the absence of interviews as an assumption in assumptions.md. An L1 built entirely on secondary sources is weaker, and that needs to be visible to every layer below.
Step 7. Write the final audience definition
Duration: 30-45 minutes
You now have a behavior-based description, a decision and a blocker, a chosen segment, a buying-group map, and primary evidence. Write the final version.
A complete audience definition has seven components. Write one or two sentences for each:
- Segment: The sharp, listable slice you are aiming at first, including the team or role where the pain concentrates.
- Defining behavior or situation: What they are doing and what triggers the problem. Not demographics.
- The decision: The choice they face, in their terms.
- The blocker: What is currently keeping them from making it.
- Buying context: Who else is in the decision (for B2B), and who you actually market to versus who signs.
- Observable signals: How you would recognise one from the outside, as a short checklist.
- Anti-audience: Who looks like a fit but is not, and the signals that disqualify a prospect. This keeps L4 and L5 from spending on people who will never move.
Keep it as structured fields or fold it into a paragraph plus a checklist. Format does not matter. Precision does.
Template:
[Segment] who [defining behavior or situation] face the decision of [decision]. They have not made it because [blocker]. The person who feels this is usually [champion], but [economic buyer] controls the budget and [potential blocker role] can veto. You can spot one because [observable signals]. They are not the right fit when [anti-audience signals].
Example (filled in, continuing the L0 example):
Series A B2B SaaS companies that run a direct sales team without any shared follow-up system, where reps each chase warm prospects in their own way, face the decision of whether to keep relying on individual rep discipline or put a system in place. They have not made it because the current mess is survivable and nobody owns the fix: the VP of Sales feels the lost deals but the founder controls new tooling spend and worries a new system will just be another thing reps ignore. You can spot one because they have recently hired a second or third AE, have no defined follow-up cadence, and the VP of Sales has complained publicly about deals “going dark.” They are not the right fit when there is a single founder-seller (no team to coordinate yet) or when an existing CRM is already enforced, because then the problem is mild and the status quo holds.
What to do:
- Write the final definition directly in the L1 section of
outputs.md, in the “Audience definition (final)” field. - Read it once as a skeptical colleague who wants to argue with it. Where could you not actually build a list? Where is the blocker still a guess? Tighten those parts.
- Run the diagnostic from the top of this page one more time. If all five questions now have clear written answers, L1 is done.
What you’ve built
After completing the steps above, the L1 section of outputs.md should contain:
| Field | What it proves |
|---|---|
| Seed audience from L0 | You started from evidence, not a blank page |
| Audience by behavior | The audience is defined by what people do and their situation, not a demographic filter |
| The decision and the blocker | You know not just who has the problem but what is keeping them stuck |
| Segment intensity map, scoring matrix, and sharpest segment | You have chosen a beachhead on explicit criteria instead of aiming at everyone |
| Buying context (DMU table and buying motion) | You know who else is in the decision and how the decision moves, not just who feels the pain |
Interview captures (in captures.md) | Primary evidence from real conversations |
| Interview synthesis | Patterns across conversations, including the confirmed segment, blocker, and anti-audience |
| Audience definition (final) | The scoped, listable version, with an anti-audience, ready for L2 to build on |
| Scope notes | Decisions about what is in, out, and deferred |
This is not a deliverable for anyone else. It is a constraint on L2.
Assumption sweep
Before moving on, scan the L1 section of outputs.md for any field you filled in from reasoning rather than evidence. Common ones at L1:
- The observable signals (did you confirm these predict the problem, or assume they do?)
- The blocker (did someone describe what stopped them, or did you infer it?)
- The sharpest segment (did interviews confirm this slice feels it most, or is it your best guess?)
- The buying group (did someone in it confirm the roles, or did you assume the structure?)
- The decision timing (did people tell you when it comes up, or did you imagine it?)
Each unconfirmed field is an assumption. Log it in assumptions.md now if you have not already. A long list here is honest, not a failure. It is the list the next round of evidence has to close.
What this layer hands off to L2
Before moving on, confirm the L1 section of outputs.md is complete. L2 opens by reading it. Specifically, L2 needs:
- The sharpest segment, defined by behavior, that the value proposition will aim at.
- The decision the segment faces, because the value proposition is the answer to that decision.
- The blocker, because the value proposition has to beat the blocker, not just the named workaround from L0. A value proposition that ignores the blocker convinces people who were never going to be stopped by it and misses the ones who are.
- The buying context, because “why choose you over the alternative” has a different answer for the champion than for the economic buyer.
The sharpness of your L1 audience sets the ceiling on how compelling your L2 value proposition can be. A value proposition written for a vague audience is vague by necessity. If L2 keeps coming out generic, the cause is usually here: the segment is too broad or the decision is not specific enough. Come back and narrow.
The other thing L1 hands off: where the audience looks for options, captured in Step 6. L4 reads that directly when it chooses channels.
Common failure modes
The audience is a demographic filter in disguise. “Marketing leaders at 200 to 500 person SaaS companies” describes who they are, not why they have the problem or whether they feel it. If your definition would not change at all when the problem changes, it is a filter, not an audience. Add the behavior and the situation.
The audience is everyone who has the problem. No sharpest segment was chosen, so L2 has to write a value proposition true for all of them, which makes it compelling to none. Pick the beachhead. Defer the rest in writing.
The user and the buyer got conflated. You defined the audience as the person who feels the pain and assumed they can act on it. In B2B they often cannot. Map the buying group and name who actually signs.
The blocker was ignored. You assumed that because someone has the problem and knows it, they are ready to act. Most are not; the status quo is tolerable and changing has its own cost. If L1 has no named blocker, L2 will be written as if the only competition is the workaround, when the real competition is inertia.
The audience drifted from L0. You started from L0’s “Who” and quietly broadened it back out to make the audience feel bigger. Notice the drift and pull it back. A bigger audience on paper is not a sharper one.
You are aiming at vitamins. The segment agrees the problem is real but treats solving it as nice-to-have, so nothing moves. The tell shows up later as a dragging sales cycle, constant re-explaining of why you matter, and warm conversations that go silent. If that is happening, the cause is usually here: you picked a segment that feels the problem mildly. Move to the segment that treats it as a painkiller.
“We know our audience.” Said with confidence, with no written definition that passes the “list of ten” test. If you cannot point to the definition in outputs.md, it is not done.
Sources
- Crossing the Chasm by Geoffrey A. Moore. The source for choosing a single beachhead segment instead of pursuing the whole market at once, and for target customer characterization built around situation and behavior rather than demographics. Step 4 leans on this directly.
- Obviously Awesome by April Dunford. On defining best-fit customers by the characteristics that make them care, and on why a sharp audience is the precondition for positioning. Useful background for Steps 2 and 7 and the handoff to L2.
- The JOLT Effect by Matthew Dixon and Ted McKenna. On customer indecision: why people who acknowledge a problem still fail to act, and what actually stalls a decision. The foundation for the blocker work in Step 3.
- The Mom Test by Rob Fitzpatrick. The interview method reused in Step 6, here aimed at the decision and the people in it rather than the problem. Covers how to get honest answers about what people actually did, not what they say they would do.
- The New Strategic Selling by Robert B. Miller and Stephen E. Heiman. The source for mapping the buying group by role (economic buyer, user, technical or influencer, coach or champion) rather than by title. The foundation for the decision-making unit table in Step 5.