Checklist
Buying group interview pre-launch checklist
Seven checks before the first invite goes out
A pre-launch checklist for marketers about to interview the people behind their closed-won deals. It covers sampling, naming the three chairs, the introduction, the invite file, screening, previews and the report deadline. Use it the week before fieldwork. It comes from the Koji marketing playbook on buying group mapping.
Where this appears
What's in this checklist
- Closed-won accounts picked from the last 6 to 12 months
- Three chairs named per account: Starter, Checker, Signer
- Sales or CS owner has introduced the project
- Account name is a column in the invite CSV
- Screening question asks which part they played
- Previewed once as the Signer and once as the Checker
- Report date set before the planning meeting
Use this image
Free to use in your docs, decks and posts under CC BY 4.0, as long as you credit Koji with a link to this page. To embed it, paste this into your page:
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<a href="https://www.koji.so/visuals/buying-group-interview-prelaunch-checklist"><img src="https://www.koji.so/visuals/buying-group-interview-prelaunch-checklist/buying-group-interview-prelaunch-checklist.png" alt="Checklist of seven checks before launching a buying group interview study, from the account list to the report date." width="1080" height="1080" /></a>
<p>Source: <a href="https://www.koji.so/visuals/buying-group-interview-prelaunch-checklist">Buying group interview pre-launch checklist</a>, Koji</p>
