Customer Discovery Template
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Customer Discovery Template

icon picker
Add Companies

Step 1 - Add Company

Create a new company by pressing this button:
Add Company
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Step 2 - Add Survey Questions

Add survey questions to new company by pressing Add Survey Questions
Name
Add Survey Questions
1
Box
Survey Questions Added
There are no rows in this table
1
Count
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Step 3 - Create the Company Section

Navigate to
Company Template
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Click on the three ellipses (...) next to the section title and select Duplicate Section
Rename the section to the new company name and move it to the companies folder.
Stylize the section by picking a section icon.
Change the Select List on the top of the page to the new company name.
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