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Customer Discovery Template
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Customer Discovery Template
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Data

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Add New Company
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Company
Name
Add Survey Questions
Box
Survey Questions Added
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^^ Kenny will fix that button
Status Updates
Date
Company
Update
4/17/2020
Sent email
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Action Items
Task Name
Company
Status
Due Date
Send specs
Apr 20, 2020
New action
Apr 29, 2020
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Survey Data
Company
Category
Question
Response
Use Case
Problem Definition
Need a self driving car
Use Case
What issues do they face?
Lots of stress paying attention to roads
Use Case
What do they optimize for?
Comfort, style
Use Case
Competition
Tesla
Budget
Is there allocated budget?
Yes
Budget
CAPEX or OPEX?
OPEX
Budget
When can allocate spend?
Q2-2020
Pilot
Description
Looking for a cooler ride
Pilot
Key Deliverables
Ship prototype
Pilot
Timeline
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Pilot
What does success look like?
​
Pilot
Procurement Process
​
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Contacts
Name
Company
LinkedIn
Internal Title
Role
Notes
Aaron Levie
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Dylan Smith
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CFO
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Meeting Notes
Company
Date
Attendees
Notes
4/17/2020
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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