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Business Viability Stakeholder Testing

by @quochungto

Test whether a product solution is viable for the business before building. Use when business viability risk is Medium or High, when multiple internal functi...

⚑ When to Use
TriggerAction
This skill produces a structured viability sign-off β€” confirmation that the solution works for the business across all relevant dimensions β€” before the team commits to building.
Do NOT use this skill for customer-facing validation (user testing, demand validation). Those address value and usability risk. This skill addresses the internal business dimension: will finance, legal, sales, marketing, and executive stakeholders support this solution?
πŸ’‘ Examples

Example: Freemium Tier for Enterprise Security Product

Scenario: A security product team wants to launch a freemium tier. Sales is worried about cannibalization of enterprise deals. Legal has compliance concerns for free-tier users. The CEO wants to see unit economics before committing.

Step 1 β€” Applicable domains:

  • Sales: Yes β€” freemium changes what the sales force sells and potentially undercuts their pipeline
  • Legal: Yes β€” free-tier users may be subject to different compliance obligations (data retention, audit logging)
  • Finance: Yes β€” CEO wants unit economics; provisioning costs for free-tier users must be modeled
  • Marketing: Yes β€” freemium tier affects brand positioning (enterprise premium vs. broad access)
  • Customer Success: Yes β€” free-tier users may generate high support volume at low revenue
  • Security: Monitor β€” freemium may change data isolation requirements
  • Business Development: Not applicable (no partner agreements affected)
  • Executive: Yes β€” CEO has explicitly flagged concern
  • Step 2 β€” Specific concerns mapped:

  • Sales: Can sales still close enterprise deals if prospects start on free tier? Does free-tier cap the deal size?
  • Legal: Do free-tier users get the same data processing agreements? Are audit logs required for free users in regulated industries?
  • Finance: What is the cost to provision each free-tier user? At what conversion rate is the tier profitable?
  • CEO: What is the strategic bet β€” growth via free acquisition or revenue protection?
  • Step 3 β€” Relationship preparation: PM has standing weekly check-ins with sales leadership and CFO. Legal is a new relationship β€” PM schedules introductory meeting before the preview session to understand their review process.

    Step 4 β€” Sessions:

  • Sales leadership: walkthrough of free-tier feature set vs. enterprise feature set using high-fidelity prototype. Sales leader identifies that free tier must not include the SSO feature (enterprise differentiator).
  • Legal: walkthrough of free user sign-up flow and data handling screens. Legal identifies that audit log exemption for free users requires explicit terms of service language.
  • Finance: co-model unit economics using current infrastructure cost data. Finance clears at 5% conversion rate assumption.
  • CEO: walkthrough of full tier structure. CEO clears with constraint: free tier must have a hard cap of 5 users per account.
  • Step 5 β€” No opinion conflicts in this case β€” all concerns resolved with data and concrete design decisions.

    Step 6 β€” Sign-off document:

  • Sales: Cleared β€” constraint: SSO excluded from free tier
  • Legal: Cleared β€” constraint: audit log exemption requires specific ToS language
  • Finance: Cleared β€” at 5% conversion rate assumption; monitor if below 3%
  • Marketing: Cleared β€” positioning as "try before you buy" consistent with enterprise brand
  • Customer Success: Conditional β€” support volume model must be revisited if free-tier adoption exceeds 10,000 users/month
  • Security: Monitor β€” no new concerns surfaced
  • CEO: Cleared β€” constraint: 5-user hard cap per free account
  • Decision: Conditional clearance β€” proceed with constraints listed above.

    View on ClawHub
    TERMINAL
    clawhub install bookforge-business-viability-stakeholder-testing

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