Best Customer Discovery Templates for Sales Representatives

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.

Create customer personas with ease!
Drop interview notes or transcripts, education, experience and other details of your prospective clients inside these templates.
Then have AI generate summaries, pains and gains for you!

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

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.

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.

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.

The pivotal metric for the success of a startup lies in honing in on the right customer profile. Inexperienced founders may find it challenging to pinpoint their ideal customer profiles, risking the possibility of losing their direction. This template is designed to assist founders in staying on the right path.

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.