Top 6 Free 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!

What Should Customer Discovery Templates Include?

Choosing the right Customer Discovery template in Notion can streamline your process and ensure you gather the essential information effectively. Here are key components to look for:

Clear Objectives: The template should define what you aim to learn from each interaction, helping to keep conversations focused and productive.
Customer Segmentation: It should include sections for categorizing customers based on demographics, behaviors, and needs, which aids in tailoring your approach to different groups.
Key Questions: A set of well-thought-out questions designed to elicit informative responses should be a core feature, ensuring you cover all necessary aspects of discovery.
Feedback and Notes Section: Space for recording customer feedback and personal observations is essential for reviewing and refining your product or service.

With these components, a Customer Discovery template can transform raw data into actionable insights, helping to propel your project forward.

What Should Customer Discovery Templates Avoid?

When selecting a Customer Discovery template in Notion, it's essential to be aware of certain features that might hinder rather than help. Here are three key components to steer clear of:

Overly Complex Structures: Templates with too many layers and subcategories can confuse and detract from the main goal of understanding your customer base.
Fixed, Non-Customizable Fields: Avoid templates that don't allow you to modify fields. Flexibility is key in tailoring the template to specific customer discovery needs.
Generic Content: Templates filled with placeholder texts and generic questions can lead to superficial insights. Look for templates that encourage specific and thoughtful queries.

Choosing the right template involves avoiding these pitfalls to ensure that the tool enhances your understanding of your customers and does not become a barrier.

1Ideal Customer Profile (ICP)

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.

2LEAN Market discovery

I've originally built it for myself and then iterated on it when I was working with another company that was looking to explore a new market.

The template includes a set of databases and templates that streamline the market discovery process on the basis of the business model canvas (BMC) used in the LEAN startup methodology.

It provides the basic structures for creating your first business model, planning and executing interviews, and capturing insights to iterate on the business model.

3SalesOS: Customer Persona (with Notion AI)

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!

SalesOS: Customer Persona (with Notion AI)님의 템플릿 미리보기

4Cold email template

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.

5Get/To/Buy Framework

Do you find yourself struggling to attract new customers to your business? Have you ever wondered how to effectively engage and retain your existing customer base for long-term success? Introducing the Notion Template for the Get/To/Buy Framework – your comprehensive guide to mastering customer acquisition, engagement, and retention strategies with ease and precision.

Holistic framework covering three crucial stages of the customer lifecycle: Get, To, and Buy.

Tailored strategies to attract new customers, engage them effectively, and foster long-term loyalty and repeat purchases.

Real-world examples and case studies showcasing successful acquisition, engagement, and retention campaigns and their outcomes.

Empower your business with a systematic approach to customer lifecycle management, driving sustainable growth and profitability.

Key Benefits (Outcomes)

Acquisition (Get): Implement targeted strategies to attract and acquire new customers, expanding your customer base and increasing market reach.

Engagement (To): Foster meaningful relationships with your customers through effective engagement programs, enhancing brand loyalty and customer satisfaction.

Retention (Buy): Encourage repeat purchases and maximize customer lifetime value by implementing proven retention strategies, driving revenue growth and business sustainability.

What's Inside (Features)

Get (Acquisition): Explore various marketing channels, lead generation tactics, and conversion strategies to attract and acquire new customers.

To (Engagement): Develop customer relationship management (CRM) strategies, engagement programs, and customer experience enhancements to effectively engage and retain customers over time.

Buy (Retention): Implement loyalty programs, upselling/cross-selling strategies, and customer support initiatives to encourage repeat purchases and maximize customer lifetime value.

Ready to take your customer acquisition, engagement, and retention strategies to the next level? Unlock the full potential of your business with the Notion Template for the Get/To/Buy Framework. Don't let customer churn and disengagement hold your business back – equip yourself with the tools and insights needed to build lasting relationships, drive customer loyalty, and achieve sustainable growth. Start optimizing your customer lifecycle management today!

6Startup Sales CRM

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.

Closing Thoughts

Utilizing these templates streamlines the process of understanding your customers' needs and behaviors. They provide a structured approach to gather and analyze customer feedback efficiently.

By implementing these tools, you can enhance your product development and marketing strategies. Start today to see tangible improvements in customer satisfaction and business growth.

What is a Problem Interview?

A Problem Interview is a structured discussion used in customer discovery to identify and validate customer problems and challenges before proposing solutions.

What is a Value Proposition Canvas?

The Value Proposition Canvas is a tool that helps businesses ensure that their product or service is positioned around what the customer values and needs.

What is a Customer Persona?

A Customer Persona is a semi-fictional character that represents a business's ideal customer, based on real data and market research, used to tailor marketing and product development.