Productplan Customer Facing

ProductPlan for Sales & Customer Success

Customer-ready roadmap views and release timelines.

Quick Answers for Customer Calls

"What's coming soon?"

1. Call list_launches to see upcoming releases
2. Filter for launches in the next 30-90 days
3. Present as a timeline customers can understand

"When will feature X be available?"

1. Call get_roadmap_complete for the relevant product
2. Search bars for the feature name
3. Report the end_date as the expected availability

"What did you recently release?"

1. Call list_launches
2. Filter for completed launches
3. Summarize recent releases with key highlights

"What's on the roadmap for this year?"

1. Call get_roadmap_complete for the product
2. Summarize features by quarter
3. Present high-level themes, not granular details

Roadmap Views

Get product roadmap overview

1. Call list_roadmaps to find the right product
2. Call get_roadmap_complete with roadmap_id
3. Format as customer-friendly timeline

View by lane/category

Lanes represent categories (e.g., "Platform", "Integrations", "UX"):

1. Call get_roadmap_lanes to see categories
2. Call get_roadmap_bars to get features
3. Group features by lane for themed presentations

Key milestones

Call get_roadmap_milestones to get major dates:

• Beta releases
• GA launches
• Conference announcements

Launch Information

Upcoming launches

Call list_launches for all scheduled releases.

Key fields for customers:

• Launch name
• Target date
• Status (on track, delayed)

Launch details

Call get_launch with launch_id for:

• Full description
• Included features
• Release notes draft

Customer Feedback Loop

Check if idea exists

1. Call list_ideas
2. Search for the customer's request
3. If found, share current status and vote count

Log customer request

Call manage_idea with action="create", title, description to capture:

• Feature requests from calls
• Enhancement suggestions
• Pain points mentioned

Add customer to existing idea

If the idea already exists:

1. Get idea_id from list_ideas
2. Call manage_idea_customer with action="add", idea_id, customer_name, customer_email

This increases vote count and links the customer for follow-up.

Presentation Patterns

Quarterly roadmap summary

Template for customer presentations:

1. Call get_roadmap_complete
2. Group features by quarter
3. Format as:
   • Q1: [Feature A, Feature B] - Theme
   • Q2: [Feature C, Feature D] - Theme

Release calendar

1. Call list_launches
2. Format as monthly calendar:
   • January: Launch X, Launch Y
   • February: Launch Z

Feature status check

For specific customer questions:

1. Find the feature in get_roadmap_bars
2. Report: Feature name, Lane, Expected date, Current status

Tool Reference (Read-Focused)

Roadmap Discovery

• list_roadmaps - find the right product roadmap
• get_roadmap - basic roadmap info
• get_roadmap_complete - full roadmap in one call

Feature Information

• get_roadmap_bars - features on the roadmap
• get_bar - single feature details
• get_roadmap_lanes - feature categories

Timeline Data

• get_roadmap_milestones - key dates
• list_launches - upcoming releases
• get_launch - launch details

Customer Voice

• list_ideas - check for existing requests
• get_idea - idea details and votes
• manage_idea - log new request (action="create")
• manage_idea_customer - link customer to idea (action="add")

System

• check_status - verify access before customer call

Error Handling

Common errors

Timeout guidance

• List operations: 1-3 seconds
• get_roadmap_complete: 3-5 seconds
• If slow before a call, run health_check first

Style Guidelines

DO

• Use customer-friendly language (no internal jargon)
• Present dates as quarters or months ("Q2 2025", "March")
• Lead with what's most relevant to the customer
• Group features by theme or capability
• Include "subject to change" disclaimer for future dates
• Offer to log feedback if customer mentions a need

DON'T

• Share internal IDs, lane names, or technical details
• Promise exact dates without PM confirmation
• Expose OKRs or internal strategic details
• Show features marked as confidential or internal
• List every minor enhancement; focus on customer value
• Output raw data structures