---
title: 3. Avoid these beginner’s errors in Discovery interviews
description: Here are 9 common errors you can avoid... with your first interview.
---

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1. [BLUE HELP](https://support.theaiminstitute.com/en?hsLang=en)
2. [Discovery Interviews (Step 2)](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en)
3. [How to conduct a Discovery interview](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-conduct-a-discovery-interview)

# 3. Avoid these beginner’s errors in Discovery interviews

## Here are 9 common errors you can avoid... with your first interview.

Try to avoid these common beginner’s errors:

1. Don’t spend too much time in Current State… just 2 or 3 questions and a total of 10-15 minutes.
2. Don’t sell. If you detect a sales opportunity, wait patiently till the end of the meeting. Then ask if you can check back with them later with any ideas you have to help them. Then—instead of “selling”—it will just seem like you’re being helpful and responsive.
3. Don’t solve. You could jeopardize your intellectual property and waste time. This may be easier said than done, right? Try this: At the beginning of the interview say, “Today we don’t want to sell or solve… just listen to better understand your needs. Of course, old habits die hard, so if we start selling or solving, remind us and we’ll stop, OK?” Then, if a colleague falls into this trap, you can lightly remind them to stop.
4. Don’t try to impress the customer with what you know… or be fearful about asking questions that will make you “look dumb.” If you think this will be a problem, begin your interview by saying, “You know, we have lots of preconceived notions of what we *think* you want. But we’re going to forget those today, and just focus on listening carefully to you. So if we ask a dumb question, it’s just that we don’t want to make assumptions.”
5. Only omit using Blueprinter software and a digital projector if *absolutely necessary*. For instance, if you’re following a worker around a busy construction site, you can’t use a projector. But don’t fall into the trap of thinking “my customer won’t like this.” Tens of thousands of Discovery interviews around the world say otherwise: The sooner you start doing “proper” Discovery interviews, the sooner you’ll impress customers and build your personal B2B customer insight skills. And bring your *own* projector, even as a backup to the customer's. (For our latest recommendation, see the BlueHelp article, [*Finding and bringing your own digital projector*](https://support.theaiminstitute.com/3.-finding-and-bringing-your-own-projector?hsLang=en).)
6. Don’t fall back on old-style “questionnaire” probing, with long, supplier-directed questions. Instead, use the “What and Why” probing method outlined at the bottom of Side 2 of your *Discovery Interview Quick-Start Card*. For more, see [*How to probe during interviews*](https://support.theaiminstitute.com/discovery-interviews-step-2?hsLang=en#how-to-probe-during-customer-interviews).
7. Try to capture just one outcome per sticky note. If you are the Note-taker and wonder if you should start a new sticky note, just ask. What if you need to move some of your text on a sticky note to a new note? Easy. Just mouse over the text to be moved and you’ll see an option, “*Move to next empty note*” automatically appear. Also, here’s a tip for speedy note-taking: Instead of clicking each note’s “Next” button, just use your keyboard’s “Tab” key.![](https://support.theaiminstitute.com/hs-fs/hubfs/image-159.png?width=478&name=image-159.png)
8. Perhaps the most common—and serious—beginner’s error occurs when teams don’t allow enough time at the end of the interview for Top Picks and Outcome Statements. Let’s say the customer has given your from 1:00 to 3:00pm for the interview. When you get within 20 minutes say, “We can stay past 3:00pm but want to honor that quitting time if you need to. But we do need about 20 minutes to wrap up. Should we start that now?” Then capture their 5-to-10 Top Picks (favorite outcomes), and click “Top Picks” in agenda on the left side, which isolates just the Top Pick sticky notes. Click each, one by one, and record an Outcome Statement in the title box of each note, e.g. “Minimize training time.” For more, see the BlueHelp articles, [*How to select Top Picks*](https://support.theaiminstitute.com/discovery-interviews-step-2?hsLang=en#how-to-select-top-picks-tp) (TP), and [*How to form Outcome Statements*](https://support.theaiminstitute.com/discovery-interviews-step-2?hsLang=en#how-to-form-outcome-statements).
9. This might be less of an error than a *huge* opportunity missed: As you finish the Discovery interview and thank them for their time, mention this was the “divergent” phase… and that you’d like to get some “converging” advice from them later… to help you prioritize. Ask if they’d be willing to have another meeting for this… even if a short web-conference. They’ll usually say “yes,” and when they do… ***get your calendars out and schedule it now*!** You’ll save a lot of scheduling work and keep your project moving at a fast pace.

![Schedule Preference during Discovery-1](https://support.theaiminstitute.com/hs-fs/hubfs/Schedule%20Preference%20during%20Discovery-1.png?width=688&name=Schedule%20Preference%20during%20Discovery-1.png)

For more tips, check out these 2-minute videos, part of the B2B Organic Growth [video series](http://www.b2bgrowth.video/) by Dan Adams:

- [*Give your hypotheses the silent treatment*](http://www.b2bgrowth.video/21)
- [*Let your customers surprise you*](http://www.b2bgrowth.video/25)
- [*Engage your B2B customers*](http://www.b2bgrowth.video/29)
- [*Begin with customers' job-to-be-done*](http://www.b2bgrowth.video/20)

 

Keywords: beginner's errors, tips for Discovery interviews, common interviewing errors, first interview, schedule Preference, setup Preference

- [Blueprinting Center & Methodology](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#main-content)

    - [What is New Product Blueprinting?](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#what-is-new-product-blueprinting)
    - [How is Blueprinting learned and applied?](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#how-is-blueprinting-learned-and-applied)
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    - [Blueprinting E-Learning Course](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#blueprinting-e-learning-course)
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    - [How does Blueprinting fit with a stage-and-gate process?](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#how-does-blueprinting-fit-with-a-stage-and-gate-process)
    - [How does Blueprinting fit with strategic planning?](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#how-does-blueprinting-fit-with-strategic-planning)
    - [How does Blueprinting fit with Design Thinking?](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#how-does-blueprinting-fit-with-design-thinking)
    - [How does Blueprinting fit with Lean Startup?](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#how-does-blueprinting-fit-with-lean-startup)
    - [How does Blueprinting fit with Minesweeper de-risking?](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#how-does-blueprinting-fit-with-minesweeper-de-risking)
    - [How does Blueprinting fit with LaunchStar product launch?](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#how-does-blueprinting-fit-with-launchstar-product-launch)
    - [What innovation metrics should we use?](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#what-innovation-metrics-should-we-use)
    - [What is "Jobs-to-be-Done?"](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#what-is-jobs-to-be-done)
    - [Project Teams](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#project-teams)
- [Blueprinter® Software](https://support.theaiminstitute.com/en/blueprinter-software?hsLang=en#main-content)

    - [Getting Started](https://support.theaiminstitute.com/en/blueprinter-software?hsLang=en#getting-started)
    - [FAQs / General Questions](https://support.theaiminstitute.com/en/blueprinter-software?hsLang=en#faqs-general-questions)
    - [Step 1](https://support.theaiminstitute.com/en/blueprinter-software?hsLang=en#step-1)
    - [Step 2](https://support.theaiminstitute.com/en/blueprinter-software?hsLang=en#step-2)
    - [Step 3](https://support.theaiminstitute.com/en/blueprinter-software?hsLang=en#step-3)
    - [Step 4](https://support.theaiminstitute.com/en/blueprinter-software?hsLang=en#step-4)
    - [Step 5](https://support.theaiminstitute.com/en/blueprinter-software?hsLang=en#step-5)
    - [Software Security and Setup](https://support.theaiminstitute.com/en/blueprinter-software?hsLang=en#software-security-and-setup)
    - [Blueprinting Executive Dashboard](https://support.theaiminstitute.com/en/blueprinter-software?hsLang=en#blueprinting-executive-dashboard)
    - [Technical Issues](https://support.theaiminstitute.com/en/blueprinter-software?hsLang=en#technical-issues)
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- [Market Segmentation (Step 1)](https://support.theaiminstitute.com/en/market-segmentation-step-1?hsLang=en#main-content)

    - [How to conduct secondary market research](https://support.theaiminstitute.com/en/market-segmentation-step-1?hsLang=en#how-to-conduct-secondary-market-research)
    - [How to engage industry experts](https://support.theaiminstitute.com/en/market-segmentation-step-1?hsLang=en#how-to-engage-industry-experts)
    - [How to segment markets](https://support.theaiminstitute.com/en/market-segmentation-step-1?hsLang=en#how-to-segment-markets)
    - [How to select your target market segment](https://support.theaiminstitute.com/en/market-segmentation-step-1?hsLang=en#how-to-select-your-target-market-segment)
    - [“How B2B” is your market segment?](https://support.theaiminstitute.com/en/market-segmentation-step-1?hsLang=en#how-b2b-is-your-market-segment)
- [Discovery Interviews (Step 2)](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#main-content)

    - [How to plan Discovery interviews](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-plan-discovery-interviews)
    - [Preparing your interview team](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#preparing-your-interview-team)
    - [Convincing customers to be interviewed](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#convincing-customers-to-be-interviewed)
    - [How to handle confidential info in an interview](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-handle-confidential-info-in-an-interview)
    - [How to conduct a Discovery interview](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-conduct-a-discovery-interview)
    - [Finding & using a digital projector for interviews](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#finding-using-a-digital-projector-for-interviews)
    - [How to conduct a customer tour](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-conduct-a-customer-tour)
    - [How to debrief & follow-up a Discovery interview](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-debrief-follow-up-a-discovery-interview)
    - [Engaging your sales colleagues in interviews](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#engaging-your-sales-colleagues-in-interviews)
    - [Engaging distributors in interviews](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#engaging-distributors-in-interviews)
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    - [How to interview remotely with web-conferences](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-interview-remotely-with-web-conferences)
    - [How to interview at trade shows & other venues](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-interview-at-trade-shows-other-venues)
    - [Interviewing in different global cultures & languages](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#interviewing-in-different-global-cultures-languages)
    - [How to listen well during customer interviews](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-listen-well-during-customer-interviews)
    - [How to probe during customer interviews](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-probe-during-customer-interviews)
    - [How to gather economic data during interviews](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-gather-economic-data-during-interviews)
    - [How to create & use Current State questions](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-create-use-current-state-questions)
    - [How to identify Must Haves (MH)](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-identify-must-haves-mh)
    - [How to select Top Picks (TP)](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-select-top-picks-tp)
    - [How to use Trigger Maps](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-use-trigger-maps)
    - [How to form Outcome Statements](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-form-outcome-statements)
- [Preference Interviews (Step 3)](https://support.theaiminstitute.com/en/preference-interviews-step-3?hsLang=en#main-content)

    - [How to prepare for Preference interviews](https://support.theaiminstitute.com/en/preference-interviews-step-3?hsLang=en#how-to-prepare-for-preference-interviews)
    - [How to schedule Preference interviews](https://support.theaiminstitute.com/en/preference-interviews-step-3?hsLang=en#how-to-schedule-preference-interviews)
    - [How to conduct a Preference interview](https://support.theaiminstitute.com/en/preference-interviews-step-3?hsLang=en#how-to-conduct-a-preference-interview)
    - [How to analyze your Preference data](https://support.theaiminstitute.com/en/preference-interviews-step-3?hsLang=en#how-to-analyze-your-preference-data)
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    - [How to build & use a value calculator](https://support.theaiminstitute.com/en/rest-of-blueprinting-steps-4-7?hsLang=en#how-to-build-use-a-value-calculator)
    - [Blueprinting Step 4: Side-by-side testing](https://support.theaiminstitute.com/en/rest-of-blueprinting-steps-4-7?hsLang=en#blueprinting-step-4-side-by-side-testing)
    - [Blueprinting Step 5: Product Objectives](https://support.theaiminstitute.com/en/rest-of-blueprinting-steps-4-7?hsLang=en#blueprinting-step-5-product-objectives)
    - [Blueprinting Step 6: Technical Brainstorming](https://support.theaiminstitute.com/en/rest-of-blueprinting-steps-4-7?hsLang=en#blueprinting-step-6-technical-brainstorming)
    - [Blueprinting Step 7: Business Case](https://support.theaiminstitute.com/en/rest-of-blueprinting-steps-4-7?hsLang=en#blueprinting-step-7-business-case)
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    - [Overview of Everyday VOC](https://support.theaiminstitute.com/en/everyday-voc?hsLang=en#overview-of-everyday-voc)
    - [Everyday VOC probing skills](https://support.theaiminstitute.com/en/everyday-voc?hsLang=en#everyday-voc-probing-skills)
    - [When to employ Everyday VOC](https://support.theaiminstitute.com/en/everyday-voc?hsLang=en#when-to-employ-everyday-voc)
    - [After your Everyday VOC call](https://support.theaiminstitute.com/en/everyday-voc?hsLang=en#after-your-everyday-voc-call)
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    - [Step 1. Brainstorm Assumptions](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-1-brainstorm-assumptions)
    - [Step 2. Consumption Chain](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-2-consumption-chain)
    - [Step 3. Individual Ratings](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-3-individual-ratings)
    - [Step 4. Team Ratings](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-4-team-ratings)
    - [Step 5. Review Certainty Matrix](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-5-review-certainty-matrix)
    - [Step 6. CheckPoint Plan](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-6-checkpoint-plan)
    - [Step 7. Management Report](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-7-management-report)

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