The Receptive Workflow

We're often asked the question: "What is the typical request workflow with Receptive?"

The best thing you can do right now is sign up for The Receptive Launchpad. It's an email series designed to answer that very question, and it will guide through the whole process.

If you have a severe hatred of emails, then here are the basics.

1: The One Minute Triage

2: Roadmapping Meetings

Advanced Roadmapping Tips


1: The One Minute Triage

95% of new requests should take less than a minute to triage or review because you're simply moving everything to the "Awaiting Feedback" status.

Here's how...

Click the "Browse" tab, filter down to your "Not Reviewed" items:


If you're just managing a part of your overall product, you can use the product and feature filters to view the requests that relate to you.  

Optional: Do a very quick review of each item for clarity and add relevant tags (or better yet, get tagging automated). Don't spend much time on this step; the good requests will get bubbled up to the top of your reports and you don't need to worry about the rest.

If you'd like to decline anything that doesn't make sense, you can tag it up (for example "Decline reason:Need more info") and review these occasionally to see if the requester has added more details. 

Set up the following "Awaiting Feedback" custom saved response:

"Thank you for taking the time to give us your valuable feedback.

This request is now "Awaiting Feedback" so that we can gauge demand from other customers and gather use cases.

Make sure to click "Want" on this feature if you also need and keep your priorities up-to-date.

For more information, please refer to our Product Feedback Policy here:

If you haven't set up your Product Feedback Policy, grab the template here and publish it somewhere on your knowledge base. 

Then select all of the requests you'd like to update, and on the dropdown on the right hand side you'll select the option "Set status to Awaiting Feedback":

Choose the custom response you have set up with your Product Feedback Policy:

That's it!  

Now it's up to your other customers and team members to vote, comment, and re-prioritize so you can gauge demand. Sign up for The Launchpad series to learn more about why we recommend this approach. 

2: Roadmapping Meetings

You may already have regular roadmapping meetings. This is how to make them more efficient and more effective.

First, choose the person who will be in charge of Receptive, someone who knows the product, communicates well, and can quickly check through requests.

A few days before the meeting, your chosen Receptive user will work through the top 5 requests in each SmartList (Customer, Internal, and Prospect).

A reminder should be sent to all meeting attendees, asking them to review these 15 requests ahead of the meeting.

In the meeting, work through the #1 request in each SmartList, then #2, then, well, you get the idea. Your chosen one will update each item as it's reviewed.

Always end the meeting on time, regardless of whether you've reviewed all 30 requests. If you have, then great! If you haven't, you've at least gone through the most valuable ones.

Advanced Roadmapping Tips

Once you've worked the default Receptive reports into your regular meetings, the next step is to dig deeper into a specific goal and the Receptive data you need to achieve it.

If your company has a product strategy, vision, and/or goals, then now is the time to have them ready.

An example would be if your aim was to close more enterprise deals. You could run a report in Receptive to see what your current enterprise users' priorities are.

Then you know what you need to do to close more of those deals in future.

If you're unsure on what your strategy is, or you simply don't have one, then our pre-built SmartLists will do a great job anyway.

4: A Quick Recap

Step 1: Triage new requests by moving them to "Awaiting Feedback".

Step 2: Work through the most valuable requests in regular roadmapping meetings.

Advanced Roadmapping: Segment your demand data beyond the predefined reports, according to your strategy.


> Getting Started Guide - Packed full of templates that do all of the work for you as you get set up.

> Product Feedback Policy Info + Template - To help you set expectations.

> The Ultimate Product Strategy Guide - If you need help creating a strategy.


Any questions? Email or use the form here.


Have more questions? Submit a request


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