The Receptive Workflow

We're often asked the question: "How does Receptive fit into our current workflow?"

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 process.

If you have a severe hatred of emails, or simply don't have the time for a fully fledged course, then here are the basics.

1: The One Minute Triage

2: Setting Expectations

3: Roadmapping Meetings

4: Segment

5: A Quick Recap


1: The One Minute Triage

95% of new requests should take no more than a minute to triage. How? Simple.

Whenever you receive a new request, move it to "Awaiting Feedback" by default. This lets others vote, comment, and re-prioritize so you can gauge demand.

If you want to go a step further, set a saved response which links to your blog post announcement and sets any expectations.

2: Setting Expectations

Speaking of setting expectations, letting your customers and teams assume that all new requests will be responded to (in detail) right away is a big no-no.

Use something like our customer onboarding template so everyone knows how often you'll be reviewing requests and what to expect when they submit their own.

3: 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 10 requests in each SmartList (Customer, Internal, and Prospect).

A reminder should be sent to all meeting attendees, asking them to review these 30 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 got through the most valuable ones.

4: Segment

Segmenting your data means that you dig deeper into a specific goal and the data relevant to achieving it.

If your company has a product strategies, visions, or goals, then now is the time to familiarize yourself with them.

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.

5: A Quick Recap

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

Step 2: Set customer and team expectations right away.

Step 3: Work through the most valuable requests in regular roadmapping meetings.

Step 4: Segment your data using the SmartLists, according to your strategy.


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

Customer Onboarding 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.


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