Customer Discovery Template
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Company Template

Box
Add Status Update
Add Action Item
Add Contact
New Meeting Note
Status Updates
Search
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
Search
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
Search
Name
LinkedIn
Internal Title
Role
Notes
1
Aaron Levie
2
Dylan Smith
CFO
Internal Champion
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Survey Questions
Search
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
Search
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.









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