Beehiiv's waitlist form asked, "Why are you interested in using Beehiiv?" The answers became a simple but powerful CRM. This gave the founder a 400-person lead list where each entry came with personalized instructions on exactly what pain points to address.

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Generic discovery questions like "what's your pain point?" yield generic answers. A better question is, "If you hired someone to sit next to you, what would you have them do?" This reveals the tedious, unglamorous tasks that are ripe for an automation-focused product solution.

Instead of asking a long list of generic questions, identify the single trigger event or struggle common to your best customers. The entire discovery process then becomes asking prospects if they have that specific "pull." If not, they are disqualified, saving immense time and preventing wasted demos.

Instead of showing the same form fields to a known contact, progressive profiling technology recognizes them and asks a new, single question (e.g., "how many employees do you have?"). This builds a richer lead profile without the friction of a long initial form.

Standard discovery questions about 'pain points' are too broad. Instead, focus on concrete 'projects on their to-do list.' This reveals their immediate priorities, existing attempts, and the specific 'pull' that will drive a purchase, allowing you to align your solution perfectly.

Instead of asking broad, open-ended questions about pain, provide prospects with a multiple-choice list of the common problems you solve. This steers the conversation toward your solution's strengths and prevents wasting time on issues you can't address.

An overly simple lead capture process attracts low-quality leads and wastes sales time. Add qualifying questions to your form and only show the booking link to prospects who meet specific criteria. This automates qualification and protects your sales team's capacity.

Move beyond traditional sales sequences by implementing "invisible funnels" triggered by customer actions, like filling out an intake form. Use automation to analyze their responses and initiate personalized conversations, creating trust and generating sales without a hard-sell campaign.

When your sales team is overwhelmed with unqualified leads, the solution is not to generate fewer leads, but to make it harder for bad-fit prospects to book a call. Add qualifying questions to your opt-in form and use the answers to conditionally show your booking calendar only to high-quality leads. This saves countless sales hours.

When speaking, instead of a direct sales pitch, offer a free resource (e.g., the presentation slides) to attendees who complete a brief survey. The survey asks qualifying questions about their needs and challenges. This generates a list of warm, qualified leads who have self-identified their problems.

Beehiiv's early, manual user approval process was a product flaw. The founder turned this negative into a positive by using the check as a trigger to personally follow and DM every new user, transforming a point of friction into a powerful community-building touchpoint.

Turn Your Waitlist Form into a CRM with One Question: "Why Are You Interested?" | RiffOn