StackBlitz assumed their AI coding tool was for developers. By personally contacting their highest-spending early customers, they discovered their real users were non-technical professionals like PMs and founders. This single action redefined their target market from 25 million developers to a billion knowledge workers.
Related Insights
For Polly's horizontal product, the founder learned the most critical mistake was assuming every user should be a paying user. The key to success was distinguishing the vast user base from the specific buyer persona, a trivial-sounding but fundamental insight that guided their entire strategy.
The conversation around Ideal Customer Profile (ICP) has evolved beyond simple refinement. With newly accessible data, companies are fundamentally re-evaluating their Total Addressable Market (TAM), challenging long-held assumptions about who their potential customers are and how big the opportunity is.
StatusGator initially targeted developers but found success only after realizing IT directors were the true buyers. The mistake was focusing on users who loved the tool but lacked the authority and budget to purchase it for their company.
Many founders operate on flawed assumptions about how they acquire customers. Analyzing marketing data often shatters these myths, revealing that sales and traffic come from unexpected sources. This discovery points to untapped growth opportunities and where marketing energy is best spent.
A social media tool found its users were trying to either "grow an audience" or "automate processes." They had marketed to both as one group. By identifying and focusing messaging on the higher-value "automators," they increased trial-to-paid conversions by 40%.
Initially building a tool for ML teams, they discovered the true pain point was creating AI-powered workflows for business users. This insight came from observing how first customers struggled with the infrastructure *around* their tool, not the tool itself.
Counter to conventional wisdom that every web product must be mobile-responsive at launch, StackBlitz's Bolt.new reached $20M ARR with no mobile view. They pragmatically focused on their core user—builders—who work on laptops, not phones. This prioritization allowed them to ship faster and capture the market.
Instead of broad surveys, interview 10-12 satisfied customers who signed up in the last few months. Their fresh memory of the problem and evaluation phases provides the most accurate insights into why people truly buy your product, allowing you to find patterns and replicate success.
When you're not a subject matter expert in the audience you're selling to (e.g., marketers selling to developers), the most effective strategy is to rely heavily on your customers. Use qualitative interviews to deeply understand their world, which provides the authentic language and positioning needed for your messaging and campaigns.
