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Customer Discovery Template
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Gallery
Customer Discovery Template

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Company Template

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Box
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Add Status Update
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Add Action Item
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Add Contact
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New Meeting Note
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Status Updates

Date
Update
Next Meeting
Last Meeting
Point of Contact
Next Step
1
4/17/2020
Sent email
4/23/2020
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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
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Contacts

Name
LinkedIn
Internal Title
Role
Notes
1
Aaron Levie
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2
Dylan Smith
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CFO
Internal Champion
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Survey Questions

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


Search
Box
4/17/2020
Company
Box
Date
4/17/2020
Attendees
1
Name
LinkedIn
Internal Title
Notes
Aaron Levie
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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.
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Status Updates
Action Items
Contacts
Survey Questions
Meeting Notes
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