Customer Discovery Template
Share
Explore
Customer Discovery Template
Companies

icon picker
Box

Add Status Update
⁠
Add Action Item
⁠
Add Contact
⁠
New Meeting Note
⁠

Status Updates

Date
Update
Next Meeting
Last Meeting
Point of Contact
Next Step
1
4/17/2020
Sent email
4/23/2020
​
​
​
There are no rows in this table
⁠


Action Items

Task Name
Notes
Status
Due Date
1
Send specs
Kenny to send
Completed
Apr 20, 2020
2
New action
Something here
Not Started
Apr 29, 2020
There are no rows in this table
⁠

Contacts

Name
LinkedIn
Internal Title
Role
Notes
1
Aaron Levie
​
​
​
​
2
Dylan Smith
​
CFO
Internal Champion
​
There are no rows in this table
⁠

Survey Questions

Category
Question
Response
Notes
Use Case
Problem Definition
Need a self driving car
​
What issues do they face?
Lots of stress paying attention to roads
​
What do they optimize for?
Comfort, style
​
Competition
Tesla
​
Budget
Is there allocated budget?
Yes
​
CAPEX or OPEX?
OPEX
​
When can allocate spend?
Q2-2020
​
Pilot
Description
Looking for a cooler ride
​
Key Deliverables
Ship prototype
​
Timeline
​
​
What does success look like?
​
​
Procurement Process
​
​
⁠

Meeting Notes


Search
Box
4/17/2020
Company
Box
Date
4/17/2020
Attendees
1
Name
LinkedIn
Internal Title
Notes
Aaron Levie
​
​
​
There are no rows in this table
Notes
April 17, 2020
Couple companies in early discovery
who they were talking to, stage, pilots, open notes area w/ some guiding sections for questions they should be asking
Main Page
Status
Action Items
Build basic, purposefully basic. May or may not understand how to use Coda
Problems most apparent - made 2 sections as templates, dan copied and pasted, which pasted the views.
⁠




⁠
Box
⁠
⁠




Status Updates
Action Items
Contacts
Survey Questions
Meeting Notes
Gallery
Share
 
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.