Last modified: September 30, 2019

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August 2019 Beta Feedback  


Matthew Bellows
Member Admin
Joined: 1 year ago
Posts: 18
21/10/2019 6:07 pm  

During the weeks of Aug 19 and 26 2019 I conducted 11 “First Beta” interviews. There were three parts to the interview: a set of intro questions, a hands on product sample, and a few exit questions. 

This document summarizes the results of those interviews. Each took between 45 minutes and one hour, so the feedback below is heavily condensed. 

The interviewees were a homogenous group: all white males between 30 and 60 with a deep personal and/or professional interest in financial planning. Many are personal friends and/or former colleagues of mine. Although their background does mirror our proto-user Dave Mills, it’s clearly not a broad cross section of our potential customers. I will make more of an effort to get other views, especially female feedback, in the next beta test session.  

To read the feedback please click this link: