KYC for Testers
Know Your Customer Before You Test a Thing
There’s an overwhelming amount of testing advice out there — tools, frameworks, automation, AI. But before any of it, the best testers do one thing first: they Know Their Customer. Borrowing the idea from banking’s KYC, here’s a 6-point checklist to run before you test anything — so you test what actually matters, not just what’s in front of you.
Your Users
- Do you know who the end users actually are?
- What problem does the product solve for them?
- What does “quality” mean to them — speed, reliability, simplicity?
- Where are they in their journey — first-timer, power user, troubleshooting?
→ If not, stop and do discovery. Talk to support, read reviews, watch session recordings.
The Value Proposition
- What outcome does it promise — and how likely is the user to achieve it?
- How much effort does it ask of the user?
- How fast do they get value?
→ If you can’t name the value you’re protecting, you can’t prioritize risk. Find it first.
Context & Real Usage
- How do real users reach this feature — and what do they do right before?
- What devices, networks, and conditions are they on?
- What does real usage look like vs. the happy path in your head?
→ If you’re unsure, look at the data and the funnels before you script anything.
Observability & Tracking
- Can you observe behavior in test and production — logs, metrics, traces?
- Are analytics and events actually firing?
- Can you reproduce and confirm what a real user experienced?
→ Don’t start until you can see. Otherwise you’re testing blind.
Communication & Reporting
- Do your reports follow the 5Cs — clear, concise, credible, compelling, customer-focused?
- After 7 seconds, does a busy dev understand the impact?
- Is the risk and the “so what” obvious?
→ If not, polish the report. A great bug found and badly reported is a bug ignored.
Tech, Integrations & Compliance
- Is it fast? Is it mobile-ready (55% of traffic is mobile)?
- Do links, forms, and workflows (APIs, CRM, webhooks) work end to end?
- Is it accessible?
- Is legal & compliance covered — privacy, data handling, consent?
→ If not, flag it. These aren’t edge cases; they’re the bill that always comes due.
Now you actually Know Your Customer
Checked all six? You can test with confidence — not just coverage.