A new chapter for Forget the Funnel
Looking for the FTF Workbook? You’re in the right place—and getting something even smarter.
When we launched the Forget the Funnel book, we included a free 110-page workbook to help you put Customer-Led Growth into practice.
Now—on the two-year anniversary of the book—we’ve reimagined that workbook entirely. It’s no longer a mega long static PDF. It’s now an interactive tool (yes, powered by AI) built to grow with you.
Think of it as the Forget the Funnel Workbook Companion.
It’s everything you were expecting—and a lot more.
Now—on the two-year anniversary of the book—we’ve reimagined that workbook entirely. It’s no longer a mega long static PDF. It’s now an interactive tool (yes, powered by AI) built to grow with you.
Think of it as the Forget the Funnel Workbook Companion.
It’s everything you were expecting—and a lot more.
Wow, this is WAY more comprehensive than I was expecting!
This is super cool. I love template-heavy resources like this. Y’all made something great.
Sweet Baby Jane this thing is massive — it’s another book!! Please tell me you’re going to charge for this.
Apply CLG faster, smarter—with an AI-powered book companion.
What's inside:
- Stakeholder alignment tools – Get your team onboard and invested
- AI research advice – Built-in tools to help you apply CLG faster, more efficiently, and with support from modern tools
- Research templates – Know what to ask and who to ask to get the answers you need to grow
- Customer journey mapping frameworks – Identify the gaps, friction, and opportunities
- Strategy and segmentation worksheets – Apply the CLG frameworks from the book
It’s free. It’s practical. It’s here to help you move faster with more confidence.

Tools to ask the companion about
The exact templates, scripts, worksheets, checklists, and agendas we've used to help thousands of founders, product marketers, product managers, and heads of marketing and growth get clear on their customers and make smarter decisions, faster.
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Questions to ask stakeholders to identify the critical business opportunity you’ll tackle
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Critical Business Opportunity Project Brief
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CLG Team Roles & Responsibilities Worksheet
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CLG Team Roles Worksheet Template
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Project Kickoff Email Template
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Project Kickoff Meeting Agenda Template
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Customer Research Methods selection template
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Customer Research Planning Worksheet
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Customer Interview Outreach Template
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Customer Interview Questions
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Interview Scheduling Tracker Template
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Customer Survey Outreach Template
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Customer Survey Questions
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When Customers Are Hard To Reach Tips & Ideas
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Audience Research Planning Worksheet
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Website Survey Setup Instructions
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Audience Interview Outreach Template
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Audience Interview Questions
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Additional Resources for Audience Research
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Research Repository Template
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Customer Job-to-be-Done Brief Template
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Customer Job-to-be-Done Prioritization Rubric
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Team Job-to-be-Done Presentation Template
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Customer Experience Brainstorm Board Template
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Leading & Lagging Indicators of Success Examples
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Value Mapping Template
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KPI Mapping Template
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KPI Growth Tracker Template
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KPI Dashboard Template
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Customer Experience Audit Checklist
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Customer Experience Map Template
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Team Customer Experience Map Presentation Template
What industry experts have to say about it: