Test the proposed offer
How to test whether clients will pay for a new service before you build it
Testing a new service means finding out whether clients have a recurring job, accept the proposed way of doing it and make a meaningful commitment. Begin with recent examples of the problem, then offer a small version you can deliver and measure. Interest in an idea is useful, but payment and repeat use answer different questions.
Test the client job, accepted output, commitment and delivery effort separately before investing in a wider product.
Ask about the last time the client needed the job
Ask the client to describe a recent request, what triggered it, how they completed it and where they needed help. Look for the actual work and consequences. A general question about whether they like self-service is harder to interpret.
- When did you last need this result?
- How did you get it done, and who was involved?
- What information or judgement was missing?
- What did you use instead, and what did that cost in time or money?
- How often does this need return, and who approves spending on it?
Keep your explanation of the proposed service until you understand the existing job. The GOV.UK discovery guidance offers a broader method for understanding users and constraints before delivery.
Make the proposed content service concrete
Said sees an opportunity for content businesses to bring former clients back through a smaller ongoing arrangement. The firm may already hold useful context about each client’s business and competitors, which could support a self-service system.
That gives you a specific group and a starting hypothesis. Do former clients still have recurring work that the existing service no longer fits? Would using the context themselves help them get an acceptable result? How much expert review would they still need?
The current account establishes the idea, not customer demand or revenue. A useful test should be capable of showing that the offer needs changing or is unsuitable for the chosen group.
Offer a small version with a clear boundary
Choose one job and describe its inputs, output, review and support. A manually supported first version can help test the service before building every automation. Be clear with participants about what the version does and how their work is handled.
Make a concrete commercial offer with an agreed scope and terms. Record who accepted, who declined and why. A paid pilot provides different evidence from a free trial; both still need observation of useful work and the reason someone returns.
Avoid promising broad results from a small pilot. Agree the output the client can inspect and the support you can actually provide. The productisation worksheet helps describe that offer.
Keep four kinds of evidence separate
| Question | Useful observation |
|---|---|
| Is the job real? | A recent example, its frequency and the current alternative. |
| Is the result useful? | The client accepts the output for the agreed job. |
| Will they commit? | An accepted paid offer or another explicit commitment, with its limits recorded. |
| Can we deliver it sustainably? | Observed onboarding, review, correction, support and running effort. |
Add repeat use when the need recurs. A trial login or complimentary reaction does not establish retention. Record the interval so an absence of use can be interpreted against the actual frequency of the job.
Compare the arrangement with the cost of delivering accepted work. Include the effort to refresh client context and handle exceptions. Check whether the offer adds revenue or replaces existing work at a different fee.
Decide what to do from the observed evidence: continue, change the client group, narrow the job or stop the proposed route. Keep the next test small enough to answer the remaining question.
Plan the evidence before the test
Worked example
A proposed former-client content test
Invented teaching example. No client outcome is claimed.
HYPOTHESIS
Former clients need a recurring content brief and can use approved business context with bounded expert support.
INTERVIEW
Inspect the last brief they needed and the alternative they used.
OFFER
Propose one supported brief workflow with a clear output, review boundary and commercial arrangement.
OBSERVE
Accepted briefs, explicit commitment, return use and full delivery effort.
DECISION
Continue only if the observed evidence supports the next step.
This is a proposed experiment; no interviews, payments or retention results are claimed.
Further reading
Written by Said Lopez, founder of LeverageAI and author of Lean AI. Our guides draw on the method in the book and our work with clients.