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Customer discovery

Configure this interactive customer discovery worksheet with 4 focused prompts. Create a Coachful account to view, copy and download your summary.

Coaching business
0 of 4 completed

Work through the prompts at your own pace. Use specific examples, notice what changes your perspective, and finish with a step you are willing to take.

1. People I serve

Who do you serve? Describe one real person: their situation, what they want and what gets in their way.

2. Context

What is the wider situation? Describe what is happening around this, and what is at stake for whom.

3. Problem to solve

What is the problem, stated plainly? Describe who has it, when it shows up and what it costs them.

4. Useful questions

What questions would help here? Write the ones you would most like to ask.

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