Customer Discovery Template
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Overview

Current Number of Target Companies:
1

Status Updates Overview
4
Search
Company
Date
Update
Next Meeting
Point of Contact
Last Meeting
Next Step
Box
4/17/2020
Sent email
4/23/2020
O

Company Summaries
3
Search
Box
Box - Sent email
Name
Box
Add Status Update
Add Action Item
Add Meeting Note
Add New Contact
Status Updates
Search
1
Date
Update
Next Meeting
Next Step
4/17/2020
Sent email
4/23/2020
There are no rows in this table
Action Items
Search
1
2
Task Name
Assignee
Status
Due Date
Send specs
Completed
Apr 20, 2020
New action
Not Started
Apr 29, 2020
There are no rows in this table
Contacts
Search
1
2
Name
LinkedIn
Internal Title
Notes
Aaron Levie
Dylan Smith
CFO
There are no rows in this table
Survey Data
Search
Category
Question
Response
Use Case
4
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
3
Is there allocated budget?
Yes
CAPEX or OPEX?
OPEX
When can allocate spend?
Q2-2020
Pilot
5
Description
Looking for a cooler ride
Key Deliverables
Ship prototype
Timeline
What does success look like?
Procurement Process
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Survey Responses
Notes:
Data is only showing non-blank responses
Can cut this data any way you want (eg: by question or by company)
Search
Category
Question
Company
Response
Notes
Use Case
Problem Definition
Box
Need a self driving car
What issues do they face?
Box
Lots of stress paying attention to roads
What do they optimize for?
Box
Comfort, style
Competition
Box
Tesla
Budget
Is there allocated budget?
Box
Yes
CAPEX or OPEX?
Box
OPEX
When can allocate spend?
Box
Q2-2020
Pilot
Description
Box
Looking for a cooler ride
Key Deliverables
Box
Ship prototype

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