Customer Discovery templates

Make the most out of your customer discovery calls with easy-to-use templates that let you quickly record and map the customer journey and evaluate key takeaways. It's this easy to enhance your sales and product strategies!

18 Templates
A template preview for LEAN Market discovery
A template preview for Ideal Customer Profile (ICP)
A template preview for Sales Framework
A template preview for Cold email template
A template preview for Startup Sales CRM
A template preview for SalesOS: Customer Persona (with Notion AI)
A template preview for Startup Customer Avatars
A template preview for User (Persona) experience tracker
A template preview for CIM OS
A template preview for Discovery Hub
A template preview for Client portal
A template preview for Get/To/Buy Framework
A template preview for Client Manager CRM
A template preview for Data Sharing Agreement for AI Model Development
A template preview for Product discovery system
A template preview for Product Discovery
A template preview for UX Research Repository for Startups
A template preview for User Persona and Archetype Template