Tactic 20 of 101 · Sales

Custom Interviewing: The Trojan Horse Discovery Calls

This tactic turns cold outreach into warm intelligence. Instead of pitching your MVP, you reach out to your target demographic as if they're the expert, because they are. You're not selling, you're learning. By the end of the call, they're emotionally invested and hoping you build what they just described.

By Justin Novak · Updated October 30, 2026

Ideal for
Startups, B2B, SaaS
Difficulty
Medium
Capital required
None
Time to execute
Mid-term (1 to 3 weeks)
Scalability
Medium
Risk / reward
Low

First off, big shout out to Olga Bartnicki of Techstars for introducing me to this concept when we were in the final round of their FinTech accelerator.

This tactic turns cold outreach into warm intelligence. Instead of pitching your MVP or half-baked product, you reach out to your target demographic as if they're the expert, because they are. You're not selling, you're learning.

The email asks for 15 minutes to "pick their brain" about their job, workflow, and pain points in the space. But the genius lies in how you run the call. The magic? By the end, they're emotionally invested, hoping you build what they just described.

How to run it

Step-by-step flow:

  • Reach out not as a seller but as a curious founder doing research
  • Ask about their role, KPIs, and what makes them look like a hero
  • Walk through a real-world use case that touches your product space
  • Let them unpack every frustration, pain point, and inefficiency
  • Ask: "If you could wave a wand and fix this, what would the dream solution look like?"
  • Bonus: Ask how they buy software like this, what they'd pay, and who else you should speak to

Why it works

  • You're flattering their expertise, not pitching
  • You gain priceless voice-of-customer intel
  • You generate pre-sales and warm intros without being pushy
  • You build your roadmap with your market, not in isolation

Ideal for MVP-stage startups, B2B, SaaS, service design, even creators.

Common questions

Isn't this just a customer discovery call?

Yes, with a twist: you position the prospect as the expert and never pitch. The emotional investment they build while describing their dream solution is what turns the call into pipeline.

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