Outbound Wiki

Problem and use-case fit

The business problems, workflows and use cases that make a company a strong candidate for the offering.

Define an ICP around the problem a company is trying to solve, the workflow where it appears, and the business result attached to it. Test whether your offering can solve that problem before spending time describing the account or writing outreach. Choosing the problem can take as much work as choosing the customer.1 Talking to the wrong people can make a strong idea seem bad and lead you to give up.2

Use fit as a gate

Run the account through the problem before letting the account define the pitch. Start with a problem hypothesis, trace it to the workflow where it appears, and then identify the business reason to solve it.

Stage What you are trying to learn Example question
Define whether the company has a problem you can solve3 "What is the problem that we expect this company or this prospect to have?"4
Trace the root cause and business impact What causes it, and what does it affect?
Prioritize whether it is the highest-priority business problem5 What makes this worth solving now?
Map the job and workflow behind the use case6 What job is the team trying to complete?
Match whether the offering fits the problems and challenges7 Where would this fit in the current workflow?
Validate whether there is a compelling reason to buy8 Why change now?

An ICP exercise should identify the companies most likely to have use cases where the offering will help most.9 Without a relevant problem, prospects tend to struggle to understand how to use a product or achieve its benefits.10

Start with a problem hypothesis

Start with a working view of the problem before asking the prospect to confirm or correct it. The hypothesis keeps the conversation focused while leaving room for the prospect's own account of what is happening.

Before a discovery call, have a clear sense of the problems you solve and their root causes.11 Write down the problems you hope the prospect has before the conversation begins.12 Connect each problem to its cause and impact, then turn that line into a question to test.

A customer pain point is an unmet need or frustration identified during the sales process that remains unresolved.13 Pain can appear as an operational hurdle, a financial constraint, or a technological limitation.14 Keep the wording close to the work the prospect has to do. Ask what happens, who it affects, and what follows from it.

Trace the workflow

Pain becomes useful for ICP work when you can place it inside the workflow that produces it. Ask the prospect to walk through the work, then separate the visible symptom from the underlying cause.

Build a problem identification chart with the problem, its impact, and its root causes.15 Break down what ideal users need to do to achieve value.16 Once you know the ICP, customer challenges tend to be similar, with subtle differences.17 Use those differences to sharpen the profile and the questions while keeping the underlying problem consistent.

Ask where the workflow starts, what triggers it, where it slows, and who feels the result. Ask what the team does when the problem appears and what prevents that response from working. Record the prospect's language for the task, the obstacle, and the consequence. Move on when you can describe the workflow, its root cause, and its impact in terms the prospect recognizes.

Prioritize the business pain

A problem can exist for a long time without earning attention. Find out whether it carries enough business weight to support a change.

Test whether the offering can solve the prospect's highest-priority business problems.5 Check whether the target customer has a compelling reason to buy.8 Connect the observed workflow to the business case.18

Ask which problem receives attention when tradeoffs appear. Ask what the problem costs in time, money, risk, missed output, or blocked work. Ask what makes the issue worth addressing now and what happens if the company leaves it alone. Move on when the prospect can explain why this problem outranks other work and what result would justify solving it.

Match the workflow to the use case

Turn the problem map into a specific use case. It should show where the offering enters the workflow, what task it supports, and which business problem that task addresses.

A relevant use case matches a pain the customer is currently facing and that you have just identified.19 Check that the offering fits the problems and challenges you uncovered.7 Frame the use case around the function that owns the task, then explain why the offering fits that function.20

Ask who performs the task, what they do today, and where the offering would change the process. Ask which part of the workflow would produce the business result. Keep the use case narrow enough for the prospect to recognize it in current work.

Validate and refine the ICP

Validation links the problem hypothesis to the responses you get from outbound. Keep the profile specific enough to guide targeting, and update it when the use cases change.

Great ICPs consist of specific, measurable qualities.21 A precise ICP supports targeting the right personas and building a repeatable sales motion with the same messages and levers.22 Data from outbound sales is a better signal of what is working than leads from investors and friends.23 Refine the ICP as the products and use cases grow.24

Record which account conditions appear alongside the problem, which workflow produces the use case, and which business result creates urgency. Compare those patterns across conversations. Keep an attribute when it helps predict the problem, workflow, or business reason. Remove it when it adds description without improving your ability to choose the next account.

What not to do

Use these checks before a call and after a run of conversations.

  • Do not assume you know what is troubling the customer. Ask appropriate questions and listen carefully.25
  • Do not flatten every account into the same pain statement. Customer pain points are more varied than expected.26
  • Do not let a loosely described ICP steer scaling decisions. Few late-stage founders can describe their ICP with enough granularity to steer the business.27
  • Do not ignore the cost of a poorly defined ICP. It can show up as high CAC, low conversion rates, high marketing spend, and bogged-down product roadmaps.28
  • Do not pitch before checking whether the product fits the prospect's use case.29

Before your next call, write the expected problem, its cause, its impact, and the workflow where it appears. During the conversation, connect that workflow to a high-priority business problem, then record what the outbound response says about the ICP. Use that record to decide which accounts deserve the next conversation.

Sources

  1. 1
    “many (perhaps most?) of the B2B companies I researched spent just as much time on picking the problem as they did on figuring out who to solve the problem for.”
  2. 2
    “If you’ve got a killer idea but you’re talking to the wrong people, you’ll come away thinking your idea stinks, and give up.”
  3. 3
    “Stage 1 was Interest, and the question we were trying to answer is, do they have a problem we can solve?”
    Lead Playbook: The Perfect 5-Stage Sales Process

    30 Minutes to President's ClubBack to the text

  4. 4
    “Number one, what is the problem that we expect this company or this prospect to have?”
  5. 5
    “solve the top priority problems that Jen has at her business?”
    Hall of Fame: Michelle Cecil

    30 Minutes to President's ClubBack to the text

  6. 6
    “In establishing the primary job to be done for this company, you can make your use-case quite clear.”
  7. 7
    “You are there to uncover if the solution that you offer aligns with the problems and challenges that are trying to solve.”
  8. 8
    “Does the target customer have a compelling reason to buy?”
  9. 9
    “What companies are most likely to have them where they're going to be the most valuable?”
  10. 10
    “prospects tend to not understand how to use your product or achieve those benefits in absence of”
    Sell Playbook: Value Propositions on Cold Calls

    30 Minutes to President's ClubBack to the text

  11. 11
    “Before you even go into a discovery call, you need to have a clear sense of the problems you solve, the root causes for those problems,”
  12. 12
    “What problems am I hoping that they have?”
  13. 13
    “A customer pain point is an unmet need or frustration surfaced during the sales process that’s waiting to be solved.”
  14. 14
    “Pain points can be anything from operational hurdles, like approval red tape, to financial constraints and technological limitations.”
  15. 15
    “Number two, build a problem identification chart with the problems, impacts, root causes”
    Hall of Fame: Keenan

    30 Minutes to President's ClubBack to the text

  16. 16
    “Break down what your ideal users need to do to achieve value”
  17. 17
    “be very similar. They'll just be subtle nuances and things. So then it's just kind of like,”
  18. 18
    “But you're selling how it aligns to the business case.”
  19. 19
    “The key is making sure your use case is relevant, and matches to a pain they are currently facing that you just identified.”
  20. 20
    “we're a great fit for digital marketers. And by explaining this is what we do,”
  21. 21
    “Great ICPs consist of specific, measurable qualities.”
  22. 22
    “A great ICP is precise and accurate enough to allow you to target the right personas with your marketing efforts and build a repeatable sales motion using the same messages and levers.”
  23. 23
    “Data from outbound sales is the best signal for what’s working, versus leads from investors and friends.”
  24. 24
    “one of the keys to scaling a B2B go-to-market motion is a well-defined ideal customer profile (ICP) that you refine as your products and use cases grow.”
  25. 25
    “If my years in sales have taught me one thing, it’s to never assume I know what’s really keeping a customer up at night.”
  26. 26
    “Customers are diverse, and their pain points are more varied than you’d think.”
  27. 27
    “Though plenty of late-stage founders might think they know who their ICP is, few can answer the question with the granularity required to steer the business as it scales.”
  28. 28
    “A poorly-defined ICP is often the hidden cause of a wide range of problems across your org, from high CAC and low conversion rates to sky-high marketing spend and bogged-down product roadmaps.”
  29. 29
    “Based on her research to see if her product would be a good fit for their use case, she’d go ahead with her sales pitch.”