STARTUPCOACH · A LITTLE DIRECTION
startupcoach.cc

YOUR FIRST-CUSTOMER PLAN
A small working process, not a lead or revenue guarantee.

OFFER
Customer:
Problem:
Deliverable:
Boundary:

RELEVANT PEOPLE / CHANNELS
Why this person or channel is relevant:
A useful thing to share:
An appropriate invitation:
Permission and channel rules to check:

CONVERSATION RECORD
Date:
Context:
What the person actually said:
Questions / objections:
Next agreed action:
Owner:
When a follow-up would be appropriate:

KEEP DIFFERENT THINGS SEPARATE
Enquiry:
Qualified opportunity:
Proposal:
Agreement:
Cash received:

REVIEW
What is clearer about the customer?
What is unclear about the offer?
What should change before more outreach?

Educational template. Adapt to your circumstances; no business outcome is guaranteed.