Best 10 Customer Discovery Templates for Account Managers

Optimize customer acquisition, retention, and profitability by analyzing the best moment at each stage. The methodology allows you to detect key moments in the experience, reinforce the loyalty of existing users through timely actions, and improve the profitability and reputation of your project by optimizing the user experience.

Save hours by not having to create a persona page from scratch. This template works well for capturing more detail to profile Archetypes or, keep it light and document high level Personas.

Use this template to help leaders, product managers, and others in your business, to build a connection to these important users.

Select from 6x avatar images provided, and customise the template to your needs. Enjoy!

A legal template which covers the license of Data in order to train an AI Model.

When you’re selling something, you have to start from the beginning and understand the problem. Use this template to build a framework for crafting a persuasive sales narrative.

This is a simple CRM for startup I made when I wasn’t able to find anything good online. I was looking for something dead-simple where I could upload recorded calls and filter by timeline so that the engineering team can see when the next demo or proof-of-concept kick-off is, and build the relevant features accordingly. This CRM is best if you’re very early and have a quick iteration process where sales tests hypotheses on discovery calls and engineering builds MVPs based on customers’ needs.

This Ideal Customer Profile template is tailored to support founders in precisely defining their target audience. It provides a structured framework to identify key customer characteristics, behaviors, and preferences, helping founders shape a clear and detailed understanding of their ideal customers.

Looking to write better cold emails? Check out this cold email template! Short and straight to the point, this template will help you pitch yourself and your needs effectively. With an SEO-optimized description and tips on how to write effective emails, this document is a must-have for anyone looking to improve their outreach game.

Create customer personas with ease!
Drop interview notes or transcripts, education, experience and other details of your prospective clients inside these templates.
Then have AI generate summaries, pains and gains for you!

This Research Repository template helps you:
> Make sure non-researchers find answers to their questions as quickly as possible
> Drive triangulation of data by improving access to UXR team’s work
> Create and share insights in digestible chunks
> Standardize requests for UX research support
> Give the full org an overview of work done, in progress, and upcoming
> Spread and evangelize insights work internally
> Connect research work to various teams' OKRs


This template is filled with examples based on real (anonymized) customer input and insights from helping 9 startup teams setup UXR practices and organize their insights.

Plus, specifically for people running research, the template also supports with:

> Lifting up profiles of team members running research
> Storing templates and guides for running research
> Logging research session and participant notes in a consistent way
> Deciding on a tag taxonomy with your team
> Considering how to handle participant data

The pivotal metric for the success of a startup lies in honing in on the right customer profile. Inexperienced founders may find it challenging to pinpoint their ideal customer profiles, risking the possibility of losing their direction. This template is designed to assist founders in staying on the right path.