All templates

Identify customer goals

Idea Validation

Product

Research

Choose this template to learn more about your current customers and tap into their mindset and goals. With a quick survey, you can turn their feedback into actions for your product strategy and overarching business goals.

What you’ll learn:

Discover the key problems your users face in their day-to-day so you can come up with better solutions to help fix them.

Segment your audience more effectively, based on your learnings of primary goals your customers want to achieve.

Identify areas of interest in your customer framework, including their activity frequencies, time to complete tasks, and more.

Dive deep into the data to identify secondary goals your team can use to shape your product strategy.

How to use

Select this customer goals template from the gallery.

Modify blocks and copy to your preference.

Do a pilot test with somebody in your organization (preferably, not on your team).

All good? Then it’s time to set it live and wait for the feedback to roll in!

When should I use this template?

You should aim to identify your customer goals as early on in your product or feature development process as possible. Doing so will save you from working based on assumptions, and lead to better project management and decision-making. It’s important to build a culture of continuous learning when it comes to customer goals, so be sure to check in every once in a while to make sure your product plans still align with user needs.

Frequently Asked Questions

Why is it important to learn more about my customers’ goals?

Simply put, knowing more about your customers is always a good idea for your business.

When you understand what your customers want and hope to achieve, you can work to deliver more user-centric products and experiences. You can also take the learnings to help improve current onboarding flows and help documentation surrounding your product—which in turn can help reduce tickets to your Customer Support team.