Customer discovery canvas template

This collaborative discovery template invites your customer to engage and co-create in the critical sales discovery process. Through dialogue and shared ownership of the mural, you will gain a deeper understanding of the customer’s business needs, uncover more opportunities, and create a mutual commitment to next steps.

Use this canvas in the early stages of conversation with your prospect/customer to explore and record relevant Discovery topics. You can capture Pre-Call research you or your SDR has gathered before you talk with your customer. This canvas can apply for a one-call close, or can be used across multiple customer calls along your deal cycle.

‍Pro-tip: You can Delete or Add areas that are (not) of interest to you for your customer interaction. Once you create your canvas from the template. Make it your own.

How to use the customer discovery canvas template:

Step 1: Pre-call research

In this section you can capture notes from your own pre-customer call Discovery, or information shared by your SDR if applicable. The upper section is for company and industry trends, company news and other interesting things you learn about your customer and their business. The lower section is for stakeholders you research. It's ok for your customer to see this work- in fact it's good!‍

Pro-tip: Remember that you can add documents, links and even LinkedIn profiles for a more comprehensive and interesting visual canvas.

Step 2: Try out Mural

The more interactive and engaging we can make our call experiences, the better the customer experience and the greater likelihood of a sale! If you'll invite your customer to join the mural with you, consider using this space for an introductions exercise or another activity that allows them to practice using MURAL tools.

Related: Get started with warmups and energizers you can run with your team.

Step 3: Facilitate the customer conversation

Use these canvas areas to visually record your conversation with your customer. You (or a colleague) may choose to do all the recording. To the extent your customer is comfortable, you can invite them to collaborate with you in the mural in real time.

‍Pro-tip: You might create a color key to designate people who will make the decision, people who should be consulted or informed, people who would influence the decision, and so on. Solution Requirements. Get input now on what they are looking for in a solution including tech requirements, timing requirements, who needs to be involved etc.

Step 5: Wrap up

Use this area of your canvas to capture and organize next steps. You can use this for immediate next steps (as in, prior to your next call), or you can likewise begin to map out a mutual action plan.