Customer diligence memo
Project Cedar
A fictional B2B platform for coordinating maintenance across multiple locations.
Strength
A recurring operational need
Customers describe clearer ownership and fewer status-chasing conversations.
Interviews A + B
Concern
Adoption depends on a champion
One account still needs a manager to prompt colleagues to update their work.
Interview C
Follow-up
Test the renewal case
Speak with the budget owner before treating positive usage as buying intent.
Evidence still needed