Best 10 Customer Discovery Templates for Sales Associates

This Ideal Customer Profile template is tailored to support founders in precisely defining their target audience. It provides a structured framework to identify key customer characteristics, behaviors, and preferences, helping founders shape a clear and detailed understanding of their ideal customers.

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!

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.

A legal template which covers the license of Data in order to train an AI Model.

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.

Looking to write better cold emails? Check out this cold email template! Short and straight to the point, this template will help you pitch yourself and your needs effectively. With an SEO-optimized description and tips on how to write effective emails, this document is a must-have for anyone looking to improve their outreach game.

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.

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

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.

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.