Customer Discovery Preset

Learn from your customers and generate reports.

๐Ÿ– Problem to Solve

Based on the transcript, what problem will this product solve?

๐Ÿ’Š Our Solution

How does the product solve the problem described? How will customer's life be easier? 50 words max.

๐Ÿฅ Customer Pain Points

Tell me the 5 biggest pain points of the customer in the transcript.

๐Ÿ’ธ Budget & Buying Process

Does the customer explicitly state budget or buying decision? If so include the details.

๐Ÿ“ Competitors

List any competitors mentioned or implied in the transcript, if any.

๐Ÿ’ก Customer Insights

List any crucial insights the customer makes, if any.

โ“ Questions asked

List every questions asked or implied in this transcript, if any.

โญ Next Steps

List out the actionable next steps that require follow-up from the business to the prospective customer.

๐Ÿ—บ Current Process

How does the customer describe how they currently solve the problem described?

๐Ÿงžโ€โ™‚๏ธ Customer Needs

What are the biggest needs for their business the customer identifies, if any?

๐Ÿ›  Product Considerations

What features or requirements are most needed by the customer for the solution described?

๐Ÿ‘€ Businesses Mentioned

List any businesses mentioned or implied in the transcript, if any.

๐ŸŒก Summary & Sentiment

Summarize this customer discovery call in 50 words max and rate the customer's likelihood to retain as a customer.

๐ŸŽž๏ธ Clip finder: Quotes, hooks, and timestamps

Write a viral topic title and quote for a podcast episode.

๐Ÿ“š Timestamped overview

Create an overview for this episode.

[Live Discovery Call] How I Approach SMMA Client Discovery Calls

Discovery Call Preset