My Customer Snapshot Workbook
A Practical Customer Clarity Workbook
£4.99
Get clearer about who your business idea might help, what matters to them, and what you still need to learn.
You have a business idea. Perhaps you can explain what you want to offer, but can you explain who might benefit from it and why?
Understanding your potential customers is an important part of developing a business idea. But when you're just starting out, it's easy to make assumptions about what people need, what they value or why they might choose your product or service.
My Customer Snapshot is a practical, step-by-step workbook designed to help first-time business builders explore these questions and create a clearer picture of their potential customers.
You don't need market research experience or a perfectly defined ideal customer to begin. Just bring your business idea, what you already know and a willingness to question what you're assuming.
What You'll Explore
Working through the workbook, you'll:
Identify the value behind your idea:
Explore the problem, need or desire your business idea might address and the outcome someone could value.
Understand your potential customer:
Consider who might benefit from your idea, their circumstances, motivations, priorities and practical constraints.
Look at existing alternatives:
Think about how people might already be meeting that need and what could make another approach worthwhile.
Separate what you know from what you're assuming:
Recognise where you have observations or evidence and where you still need to learn more.
Build your Customer Snapshot:
Bring your answers together into one practical working customer profile.
Prepare for Validation:
Identify three important questions to investigate before committing further time or resources.
What’s inside
Guided prompts to describe the problem, need or desire your idea might help with
A simple way to picture your first potential customer group
A page to note what customers already do or use today
A worked example, so you can see what a finished page looks like
A “Your Working Customer Profile” page that brings your answers together
A page to choose your three most important questions before you move into validation (checking your idea with real people)
A quick final check
What Will You Have at the End?
A working customer profile that brings together your business idea, potential customer, their needs and motivations, existing alternatives, and the assumptions you still need to investigate.
This isn't proof that customers want your idea. It's a practical starting point for asking better questions, learning from real people and moving into business idea validation with greater clarity.
Start with what you know. Be clear about what you don't. Build from there.
Who Is This Workbook For?
My Customer Snapshot is particularly useful if you're:
Exploring a business idea but aren't sure who it would help.
Trying to understand why someone might want your product or service.
Struggling to describe your potential customer beyond broad demographics.
Preparing to investigate whether your idea addresses a genuine customer need.
Working through the Founders Quill Discovery Series.
How to use it
Print it and write by hand, or open the PDF on a tablet and annotate it with a stylus or markup app. The answer boxes aren’t typeable fields, so it works best printed or annotated.
Good to know
Instant PDF download
For personal use only
It helps you organise your thinking. It isn’t a guarantee of results.
Format
Digital Download (Printable PDF Workbook)