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Subject: Quick Input Needed: Defining Our Key Users

Hi [Recipient’s Name],

We’re conducting a quick exercise to ensure we’re all aligned on the most important aspects of our project. Your input is invaluable, and it will only take a few minutes.

Could you please answer the following questions? (No jargon—think about how you’d explain it to someone new to the team.)

Who are the three most important [users/customers/clients/stakeholders] for [Project X]? Please be as specific as possible.

What do you believe these [users/customers] want or need most from our product or service?

Feel free to reply to this email by [specific date]. Your responses will be anonymized and shared as part of a broader alignment effort to ensure everyone’s insights are included.

Thank you so much for your input!

Best regards, [Your Name] [Your Job Title]

or form:

Form Title: Key User Alignment Exercise

Description: We’re conducting a quick exercise to align on the most important aspects of [Project X]. Your insights will help us uncover hidden assumptions and ensure our team is on the same page. This should only take 5 minutes.

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Questions:

Who are the three most important [users/customers/clients/stakeholders] for [Project X]?

Please describe each user as specifically as possible. For example:

“Small business owner managing finances.”

“IT admin responsible for onboarding employees.”

What do you believe these [users/customers] want or need most from our product/service?

Example:

“A simple setup process.”

“Clear reporting features to track progress.”

What do you see as the top 3-5 measurable goals of [Project X]?

Please complete this sentence:

"We need to [increase/decrease] [specific metric] by [specific number or percentage] within [specific timeframe]."

Example:

"We need to increase onboarding completion rate by 15% within 3 months of launch."

"We need to decrease customer churn by 5% within 6 months."

Submission Details:

Your responses will be anonymized and shared as part of our alignment effort.

Please complete this form by [specific date].

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Thank You Message: Thank you for your input! Your perspective is crucial in helping us align as a team. We’ll share insights and next steps in our upcoming [meeting/workshop].

Form

Form

Describe users

business goals mad libs

IncreaseDecrease

Important metric

Examples: "number of new accounts created" or "net promoter score"

Actual amount with a number

Examples: "by 20%" or "from 1 to 5"

Within time period

Examples: "Within 6 months of launch" or "before our next board meeting"

Column 6

Responses won't be saved because this doc is in play modeSubmit

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Form Results

Form Results

Column 1

Column 2

Column 3

Column 4

Column 5

Column 6

testing one

another answer

number o fnew users

within thre emonths

by 45%

There are no rows in this table

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Have your team add and upvote discussion topics to the Dory, then discuss as a team.

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Clear sample data

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Dory: Topics for discussion

Done

Idea

Author

Upvote

Notes

Are there any blockers or dependencies to this launch?

Open

When are we expecting to launch?

Open

Have we considered user testing?

Open

There are no rows in this table

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/form

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