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Product-Assist Pivot Process Template

Step 1: Confirm and Eliminate Friction

  • [List the different tactics and resources your team should use to uncover friction]

  • [List the different tactics and resources your team should use to eliminate friction]

  • Remember to confirm that friction has been eliminated with a question such as “give that a try and then tell me if it’s working now?” or ““tell me how this suggestion aligns with what you were envisioning?”

Step 2: Pivot

  • [List the different initial friction points (usually more tactical) that should trigger your team to pivot]

  • [List the potential additional friction points (usually more strategic) those should pivot into]

Step 3: Guide Next Steps

  • [List the appropriate next steps to offer someone that is Low/Low]

  • [List the appropriate next steps to offer someone that is Low/High]

  • [List the appropriate next steps to offer someone that is High/Low]

  • [List the appropriate next steps to offer someone that is High/High]

You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.