Customer Discovery Template
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Setup - Will Hide These

Data

Add New Company
Company
3
Name
Add Survey Questions
1
Box
Survey Questions Added
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1
Count
^^ Kenny will fix that button
Status Updates
4
Date
Company
Update
1
4/17/2020
Box
Sent email
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1
Count


Action Items
3
Search
Task Name
Company
Status
Due Date
1
Send specs
Box
Completed
Apr 20, 2020
2
New action
Box
Not Started
Apr 29, 2020
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Survey Data
4
Search
Company
Category
Question
Response
1
Box
Use Case
Problem Definition
Need a self driving car
2
Box
Use Case
What issues do they face?
Lots of stress paying attention to roads
3
Box
Use Case
What do they optimize for?
Comfort, style
4
Box
Use Case
Competition
Tesla
5
Box
Budget
Is there allocated budget?
Yes
6
Box
Budget
CAPEX or OPEX?
OPEX
7
Box
Budget
When can allocate spend?
Q2-2020
8
Box
Pilot
Description
Looking for a cooler ride
9
Box
Pilot
Key Deliverables
Ship prototype
10
Box
Pilot
Timeline
11
Box
Pilot
What does success look like?
12
Box
Pilot
Procurement Process
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12
Count

Contacts
4
Search
Name
Company
LinkedIn
Internal Title
Role
Notes
1
Aaron Levie
Box
2
Dylan Smith
Box
CFO
Internal Champion
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2
Count

Meeting Notes
2
Search
Company
Date
Attendees
Notes
1
Box
4/17/2020
Aaron Levie
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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