Template · Google Doc template

Customer Discovery Note-Taking Template

Kromatic Free Beginner

Talking to prospects only pays off if you capture what you hear in a way you can act on. This free Google Doc gives you a simple structure for recording customer conversations so patterns become visible across interviews. Copy it before your first round of chats so you are not scribbling on napkins.

  • A ready structure for capturing what early prospects actually tell you
  • Consistent notes let you spot patterns across many conversations
  • Free to copy, so you can use it in your very next customer chat

The question it answers

  1. How did real successful startups actually land their first customers?

Read with it

  1. The single best thing ever written on customer conversations. It teaches you to ask about the customer's life and past... momtestbook.com Book · ~130 pages The Mom Test Rob Fitzpatrick
  2. The permission slip to recruit users by hand, do things manually, and deliver 'insanely great' experiences to your first few... paulgraham.com Essay · ~15 min read Do Things That Don't Scale Paul Graham
  3. 200+ candid conversations with Indian founders and investors on how they actually found their idea, spotted a trend, and... Apple Podcasts Podcast · podcast series (45-90 min episodes) The Neon Show (formerly 100x Entrepreneur) Siddhartha Ahluwalia
  4. Fifty-plus recent YC founders answer the exact question every early founder asks. The pattern across their answers is the lesson. YC Startup Library Article · ~10 min read Founder FAQ: How did you get your first customer? Y Combinator (50+ founders)
  5. A tactical follow-on covering the channels and motions top B2B startups scale after the first ten. Grounds distribution... Lenny's Newsletter Article · ~15 min read How to win your first 10 B2B customers Lenny Rachitsky
  6. First Round has coached hundreds of founding teams through 0-to-$1M ARR; this is their tactical guide to selling in the... First Round Review Article · ~20 min read Founder-led sales First Round Review
eChai Partner Brands The partnership →