Most founders instinctively try to "push" sales forward: creating urgency, sending non-stop follow-ups, and trying to convince prospects. The actual physics of sales is "pull." When a customer has genuine demand and lacks good options, they will do the work—scheduling meetings, bringing in stakeholders, and asking for information—to acquire your solution.

Startups often fail by targeting abstract concepts like 'markets' or 'personas,' neither of which actually buys products. The fundamental unit of demand is a specific project on a single person's to-do list. Solve for one person's tangible need, then see if that need replicates across many others.

True product demand lies in the gap between what customers are currently doing (observable on their calendar) and their ultimate goals (their mental to-do list). A successful product closes this gap, better aligning a customer's actions with their underlying objectives. This mismatch is where "pull" is found.

Some of the largest markets address needs customers have completely given up on because no viable solution existed. This powerful latent demand is invisible if you only observe current activities. You must uncover the high-priority goals on their mental "to-do list" that they have quit trying to achieve.

When observing customers, distinguish between their literal minute-to-minute actions (their "Calendar") and their underlying goals or intentions (their "To-Do List"). Product opportunities exist in the frustrating gaps where actions don't efficiently fulfill intentions.

A competitor may have a "better" product on paper, but buyers' demand is nuanced. A founder can win a deal against a well-funded rival by discovering the buyer's primary need is industry expertise, not more features. By aligning with this deeper "pull," the competitor's strengths become irrelevant.

Pull isn't just a problem; it's a state of active struggle. Think of it as physics: the customer is applying force toward a project, but their existing options are applying a counter-force. Your product's role is to unblock this potential energy, which is often invisible until a viable new solution is presented.

A core investment framework is to distinguish between 'pull' companies, where the market organically and virally demands the product, and 'push' companies that have to force their solution onto the market. The former indicates stronger product-market fit and a higher potential for efficient, scalable growth.

The "Pull Framework" defines demand not by pain, but by observable action. It requires a customer to have an active, unavoidable project, to have already explored existing options, and to find those options insufficient. This is the signal for a product they will eagerly "pull" from your hands, even if it's imperfect.