Understanding the needs and preferences of potential customers is a fundamental step for Account Executives to align their products or services effectively. A Customer Discovery template aids in organizing and analyzing customer data, streamlining the process of uncovering valuable insights about target markets. Before diving into the creation of your own Customer Discovery template, consider exploring the examples below for guidance and inspiration, ensuring a more efficient approach to identifying customer needs and opportunities.
1. User (Persona) experience tracker
Optimize customer acquisition, retention, and profitability by analyzing the best moment at each stage. The methodology allows you to detect key moments in the experience, reinforce the loyalty of existing users through timely actions, and improve the profitability and reputation of your project by optimizing the user experience.
2. Product discovery system
This template uses a 3-stage process designed to help teams and companies ideate, screen, and research ideas based on customer, user, and employees' feedback in the simplest way possible.
3. Client Portal
Want to manage your agency or freelancer clients well and keep them in the loop with progress on their projects? Share this page with your client so they always have the most important information on hand.
This template includes:
- A team contacts section so your client knows which person to contact about which area.
- A build progress section to provide a simple status update so clients know the progress at any time. Includes status notes for extra details.
- Discovery, deliverables, and asset sections.
4. User Persona and Archetype Template
Save hours by not having to create a persona page from scratch. This template works well for capturing more detail to profile Archetypes or, keep it light and document high level Personas.
Use this template to help leaders, product managers, and others in your business, to build a connection to these important users.
Select from 6x avatar images provided, and customise the template to your needs. Enjoy!
5. CIM OS
The solution to enhance your business's interactions, optimize processes, and drive unprecedented growth. Our CIM is designed to revolutionize the way you manage relationships with your clients, leads, and partners.
6. Product Discovery
This Notion template incorporates continuous product discovery practices and it enables users to explore and validate ideas before implementation, reducing the risk of wasted work. It provides tools for conducting user interviews, creating product personas, tracking problems and ideas, and managing experiments, all in one space. These features streamline the process, foster a better understanding of user needs, and facilitate evidence-based decision-making, ultimately leading to more impactful products, services, or features.
7. Startup Sales CRM
This is a simple CRM for startup I made when I wasn’t able to find anything good online. I was looking for something dead-simple where I could upload recorded calls and filter by timeline so that the engineering team can see when the next demo or proof-of-concept kick-off is, and build the relevant features accordingly. This CRM is best if you’re very early and have a quick iteration process where sales tests hypotheses on discovery calls and engineering builds MVPs based on customers’ needs.
8. LEAN Market discovery
I've originally built it for myself and then iterated on it when I was working with another company that was looking to explore a new market.
The template includes a set of databases and templates that streamline the market discovery process on the basis of the business model canvas (BMC) used in the LEAN startup methodology.
It provides the basic structures for creating your first business model, planning and executing interviews, and capturing insights to iterate on the business model.
9. Sales Framework
When you’re selling something, you have to start from the beginning and understand the problem. Use this template to build a framework for crafting a persuasive sales narrative.
10. UX Research Repository for Startups
This Research Repository template helps you:
> Make sure non-researchers find answers to their questions as quickly as possible
> Drive triangulation of data by improving access to UXR team’s work
> Create and share insights in digestible chunks
> Standardize requests for UX research support
> Give the full org an overview of work done, in progress, and upcoming
> Spread and evangelize insights work internally
> Connect research work to various teams' OKRs
This template is filled with examples based on real (anonymized) customer input and insights from helping 9 startup teams setup UXR practices and organize their insights.
Plus, specifically for people running research, the template also supports with:
> Lifting up profiles of team members running research
> Storing templates and guides for running research
> Logging research session and participant notes in a consistent way
> Deciding on a tag taxonomy with your team
> Considering how to handle participant data
