Segment worksheet
Ideal customer profile
Compare possible customer segments using their workflow, current workaround and the evidence you have.
What you'll leave withA provisional segment, clear exclusions and your next research question.
TemplatesEnglish
The founder's working library
Free SaaS templates for your next move.
Start with the question in front of you. These worksheets help you organize evidence, compare options and decide what to try next.
8 interactive worksheets · Free · No signup
Choose and understand your customers
Decide whom to learn from, what to ask, and whether a pilot makes sense.
Interview worksheet
Customer interview template
Use a short interview script, a fictional completed example and editable notes to investigate one customer workflow.
What you'll leave withAn evidence record and one assumption to investigate next.
Qualification checklist
Design-partner qualification
Check whether a potential partner has the problem, access and commitment for a useful pilot.
What you'll leave withAn invite, clarify or decline decision with a reason behind it.
Clarify and test your message
Understand the alternatives, choose a position and learn what people actually hear.
Comparison matrix
Competitor analysis
Compare one competitor with the customer's current workaround using dated, inspectable sources.
What you'll leave withA six-dimension comparison and a decision you can test.
Two-hypothesis worksheet
Positioning statement
Compare two positions for the same product and remove claims your evidence cannot support.
What you'll leave withA positioning statement with its assumptions and next human check.
Session record
Landing-page messaging
Record what real participants understand, then separate unclear copy from an audience mismatch.
What you'll leave withA participant record and a focused hypothesis for your next revision.
Plan your next move
Turn what you have learned into a bounded plan and a decision you can revisit.
Planning worksheet
Go-to-market plan
Choose how buyers reach value within the time, budget and evidence available to you.
What you'll leave withA commercial plan with a review date and a clear stop rule.
Decision worksheet
Customer-feedback decisions
Group requests by the underlying problem and decide what to fix, build, ask about or defer.
What you'll leave withA decision record with acceptance checks and a follow-up.
Put the worksheet to work
Bring your question and what you've learned.
Your worksheet is useful on its own. For another perspective, copy its brief and paste it into your Soloop chat. You choose what to share.