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Discovery · Understand the problem
Conversation Tracker
Keep track of who to talk to, when, and what you heard.
- Spreadsheet
- 4 pages
- About 20 minutes to fill in
- Google Sheets · Excel · PDF
Making this yourself would take about 6 hours: working out the steps, writing the examples and setting it up in Google, Microsoft and PDF. It's done for you.
The voice in this video is George's, made with AI.
What it's for
You're talking to lots of people about a problem. It's getting hard to remember who you talked to and what they really said.
Pairs well with
- How to Talk to Potential Customers (how to run the talks)
- Customer Conversation Notes (deeper notes on each talk)
- How to Use AI to Create a Customer Avatar (turn it into a profile)
What you'll leave with
- One row per person: how you know them, why you're talking to them, and when.
- What you hoped to hear, right next to what they actually said.
- A count of how often what you heard matched your hopes, partly matched, or didn't.
- Follow-up steps with dates, and a flag on anything overdue.
Look inside
How to use it
Work through the steps in order. Each one has a worked example and space to write your own answer.
- Open the Start Here tabRead the steps, the color key and the free tools.
- Look at the Example tabSee how Theo tracked his talks about mobile bike repair.
- Your Turn, list your peopleWrite 10 to 15 people who have the problem, how you know them and why you want to talk to them.
- Your Turn, before each talkWrite what you hope to hear. Do it before, not after.
- Your Turn, after each talkWrite what they actually said, in their words if you can, and mark if it matched: Yes, Partly or No.
- Your Turn, follow-upWrite one next step and a date. The Status column tells you what's due.
- Read the resultsOnce a week, look at the counts at the top.
Tips
- Lots of "No" or "Partly" is useful news, not failure.
- Take out names and private details before you paste notes into a free AI tool. The prompts are on the Start Here tab.
- Count patterns yourself. A few talks can look like a pattern when they aren't.
Three formats, one purchase
- Google SheetsMake a copy in your Google Drive and type straight into it.
- Microsoft ExcelDownload and fill it in on your computer.
- PDFPrint it and fill it in with a pen.
Discovery pack
Also in the Discovery pack
5 documents in all
Is This a Real Problem?
Use what real people told you to decide if the problem is worth your time.
About 7 hours to make yourself
How to Talk to Potential Customers
Have useful talks with people, without selling to them or pushing them toward the answer you want.
About 8 hours to make yourself
Customer Conversation Notes
Write down what people really said, and compare it across conversations.
About 7 hours to make yourself
How to Use AI to Create a Customer Avatar
Turn your real customer notes into an honest one-page profile.
About 10 hours to make yourself
Ready to start?
Pay once, keep it, and download it as often as you like.