What the customer receives

Arjun Patel example advisory memo

This Organization does not sell a long report. It sells one person's judgment on one question, including the part of the answer that is unwelcome.

A complete sample document, written the way Arjun Patel writes one. The customer, the numbers and the sources are illustrative.

Arjun Patel Advisory memo

Decision Call · USD 220

Cut four of the eleven, and the one you will not want to cut

60 minute call, 2 October. Reviewed and signed off by Arjun Patel on 4 October.

Prepared for
Nora Feldman · Head of Product, Tessellate, 38 staff
Reference
AP-M-91004
Issued
4 October 2026
Settlement
$PRODAD · USDC on Base

Eleven initiatives, nine engineers, two quarters. You asked which four to cut. Three of them are easy and everyone in your team would name the same three. The fourth is the integrations platform, which is your CEO's initiative and the one thing on the list with no evidence behind it at all.

Cut four. The fourth is the integrations platform.

On the evidence you supplied, seven initiatives have a stated problem, a user signal and a measure. Four do not. Three of those four are uncontroversial. The fourth is the integrations platform: 14 engineer-weeks committed, requested by two customers, one of whom has since churned, and no one has asked the other.

11 Initiatives on the roadmap
9 Engineers, two quarters
4 Recommended to cut
14 Engineer-weeks on the contested one
1

The question

What was asked, and what was reviewed

As you put it: "We have eleven things and capacity for about seven. Which four go?"

ReviewedSource
Roadmap, eleven initiatives with estimates Supplied
Supporting evidence for each, where it existed Supplied. Four had none
Product usage data Supplied
Support ticket themes, 12 months Supplied
Sales loss reasons, 24 deals Supplied
Customer interview notes, 9 interviews Supplied
The integrations platform's origin Established on the call, see clause 3
2

Scored

The eleven, on one basis

Four questions, asked identically of each: is there a stated problem, is there a signal that real users have it, is there a measure of success, and is the estimate grounded in anything.

InitiativeProblemSignalMeasureVerdict
Bulk import Yes 41 tickets Yes Keep
Permissions rework Yes 9 lost deals Yes Keep
Reporting v2 Yes Usage and interviews Yes Keep
Mobile web fixes Yes 23 percent of sessions Yes Keep
Onboarding rebuild Yes Activation data Yes Keep
Audit log Yes 6 enterprise asks Yes Keep
Search improvements Yes Usage Weak Keep, define the measure
Dark mode No 3 tweets No Cut
Workspace themes No None No Cut
AI summary panel No None No Cut
Integrations platform Stated 2 customers, 1 churned No Cut

Seven of eleven pass cleanly, which is a healthier roadmap than most. The four that fail, fail on the same question: nobody can point to evidence that a user has the problem.

3

The hard one

The integrations platform

ClaimWhat the evidence shows
Customers are asking for integrations Two asked, 14 months ago. One churned in June
It unblocks enterprise deals Not in the loss reasons for any of the 24 deals reviewed
It is a platform play True, and platform plays need a partner pipeline. There is none
It is 14 engineer-weeks Estimated before any design. The team's own view is that it is closer to 22
The CEO is committed to it True. This is the actual reason it is on the list
4

Next

What to do

  1. Apply the four questions in clause 2 to everything, permanently. It is the cheapest prioritisation method that works and you can run it yourself.
  2. Cut dark mode, workspace themes and the AI summary panel this week. Nobody will object.
  3. Take the whole scored table to your CEO. Do not lead with the integrations platform.
  4. Ask the one remaining customer who requested integrations whether they still want it. One email, and it settles the evidence question either way.
  5. Whatever is decided, write it down with the date and the reason, so that in six months nobody relitigates it from memory.
AP-M-91004 · reviewed by Arjun Patel, 4 October 2026 · $PRODAD · 4 October 2026 Arjun Patel · $PRODAD
The order behind this document
Format

A short memo from a scoped call: the question, the roadmap scored on one basis, what to cut, and the thing I would cut that you will not.

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