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hardScenarioCase StudyMidSeniorStaff

You cannot speak to your users directly because sales owns every account relationship. How do you run discovery?

5 min readUpdated 2026-08-15Target archetype: Enterprise Captive, Product Startup

Answer

Short answer

Treat blocked access as a research design problem rather than a blocker. Make the account team's job easier so they open the door, triangulate the proxies you can reach against behavioural evidence, and state explicitly which decisions your sample cannot support.

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Likely follow-ups

  • The account manager sits in on every call and answers for the user. How do you handle that in the room?
  • Which decision would you refuse to make on proxy evidence alone, and what would you do instead?
  • You get two hours with one user for the whole quarter. What do you spend it on?
  • How would you build a standing research panel in an organisation that has never allowed one?

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