The document outlines the importance of customer validation through beta testing before product release, detailing strategies for planning, recruiting, managing, and closing beta tests. It emphasizes that beta testing provides real user feedback, which enhances product quality, user experience, and marketing efforts. Additionally, the document includes actionable steps for optimizing beta programs and leveraging the collected data effectively.

1. 1
Getting Customer Validation
Of Your Product Before Release

2. 2
Meet the Speaker
Emily Hossellman
Director of Marketing @ Centercode
emily@centercode.com
@ehossellman
linkedin.com/in/emilyhossellman

3. 3
Who is Centercode?
Services Run hundreds of fully managed beta tests and programs
Software Built a complete beta program management platform
Testers Grown a community of 150k+ deeply profiled testers
Content Created a library of free tools and best practices

4. Agenda
1. The importance of customer validation
2. Running a beta test
a. Planning
b. Recruiting
c. Managing
d. Closing
3. Leveraging the data post-beta
4. Optimizing your beta program
5. Q&A 4

5. 5
Role of Customer Validation

6. The Role of Customer Validation
6
I've built an amazing product.
I'm so excited to launch it.
...But will people like it?

7. 7
Beta Testing =
Customer Validation
Real, targeted customers using your product in real environments
Increases quality, improves user experience, validates performance
Other names: CAT, UAT, FUT, Customer Evaluation, Field Trials, Pre-Release

8. 8
Do I Need to Run a Beta Test?
Short answer: Yes
● Any product with an end user needs customer validation
● All product types: B2B, B2C, software, hardware, mobile, new, revision
● Much less expensive and risky to fix issues before launch than after

9. 9
What Beta Brings to the Table
1. Introduces you to your target audience
2. Facilitates a real, meaningful conversation
3. Gives you the opportunity to really listen

10. 10
The Impact of Beta
Development
Product Management
Development/QA
Usability
Product Management
Support
Marketing
Sales
Beta impacts every part of your product:

11. 11
What You Can Achieve During Beta
Not just technical check → Customer validation
● Sanity check / Will they use it
● Out-of-box experience
● Test for interoperability/compatibility
● Prepping support processes
● Marketing insights
● Diversity - more eyeballs, more environments, more use cases

12. How To Do It Right
12
People
A qualified and capable team --
in the right place at the right time.
Platform
A flexible, secure,
beta-focused tool set
Processes
Well-planned, robust,
adaptable processes

13. 13
Running Your Beta

14. 14
The Process
Planning
Recruiting
Shipping/Distribution
Managing
Closing

15. 15
Planning
1. Identify your stakeholders
2. Set (some) objectives
3. Determine your tester breakdown
4. Plan out your schedule
5. Outline your workflows/processes

16. 16
Recruiting
1. Create a qualification process
2. Craft a compelling message
3. Build a community of potential testers
4. Review applications
5. Select a balanced tester team

17. 17
Shipping/Distribution
1. Create a process for shipping/distribution
2. Keep records
3. Complete the new user experience
4. Plan for failed units/downloads
5. Keep your testers in the loop

18. 18
Managing
1. Collect the right feedback
a. Collect a variety of feedback
b. Check alignment from the beginning
c. Get the right details
d. Mimic real world feedback
2. Create a great testing experience
a. Support your testers
b. Build a feedback loop
3. Triage feedback on the backend

19. 19
Closing
1. Get final feedback
2. Distribute incentives
a. Decide whether testers get to keep it
b. Hold onto rewards until the test is over
c. Say "thank you!"
3. Manage the data
d. Clean and organize the data
e. Pull out & highlight interesting insights
f. Get prioritized data to your stakeholders

20. 20
Leveraging the Data

21. 21
Improve Quality
● Prioritize your bugs using scoring
● Attach test platforms
● Use the data to justify changes

22. 22
Prepare Support
● Improve documentation based on hurdles testers faced
● Prepare for known issues
● Build in more customer feedback mechanisms

23. 23
Fuel Marketing & PR
● Build a trove of user generated content (quotes, videos, testimonials)
● Find what testers loved about your product
● Use data to back up marketing claims
● Find new use cases
● Identify/cultivate evangelists
● Leverage your commitment to customer feedback

24. 24
Optimizing Your Betas

25. Optimizing Your Beta Program
25
● Dedicate the Resources
● Design Quality Feedback Mechanisms
● Improve Feedback Workflow
● Increase Beta Participation
● Invest in Beta Management Tools
People
PlatformProcesses

26. 26
Final Thoughts
● Beta testing is your chance to get true customer validation
● Plan out your priorities and stakeholders
● Set up your test well and the feedback will come naturally
● Trends will emerge, look for alignment
● Listen to the feedback

27. 27
Q&A
Emily Hossellman
Director of Marketing @ Centercode
emily@centercode.com
@ehossellman
linkedin.com/in/emilyhossellman

28. 28
Thank You!