Process
21-day confirmatory customer research timeline
From the signed LOI to the committee report
A six-step, 21-day timeline for customer research during confirmatory due diligence. It starts with building three customer lists, moves through a preview, personal invitations and a first read at 15 completed interviews, and ends with a committee report that shows each list side by side. It fits inside the average private equity exclusivity period. Koji can run the interviews and the report.
Where this appears
What's in this process
- Days 1 and 2: cut the lists: Build lists A, B and C and open the Customer Reference Checks template.
- Day 3: preview it yourself: Run one interview, check the tone and set the guardrails.
- Day 4: send personal links: Give each customer a link and a 3 to 5 day window.
- Day 7: remind, then read: Remind non-starters. By day 10 aim for 15 completed interviews and a first read.
- Days 11 to 17: chase and probe: Chase the biggest accounts and add questions for what the first read raised.
- Days 18 to 21: report to committee: Show lists A, B and C side by side with the quotes behind each finding.
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/confirmatory-customer-research-21-day-timeline"><img src="https://www.koji.so/visuals/confirmatory-customer-research-21-day-timeline/confirmatory-customer-research-21-day-timeline.png" alt="Process showing a 21-day timeline for confirmatory customer research in due diligence, from building lists to the committee report." width="1080" height="1080" /></a>
<p>Source: <a href="https://www.koji.so/visuals/confirmatory-customer-research-21-day-timeline">21-day confirmatory customer research timeline</a>, Koji</p>
