The Forget The Funnel Workbook

Reading the book and ready to put Customer-Led Growth to work?

What started as a 110-page PDF has been reimagined as a growing library of practical resources. It now includes an AI-powered companion to help you apply the framework, whether you're a founder, part of a team, or working solo.

What industry experts have to say about it:

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.

Your Customer-Led Growth toolkit,
with guidance built in.

What's inside: A practical set of tools to align your team, learn from customers, and act with confidence.
  • Stakeholder alignment tools to get your team in sync
  • AI research advice so you can apply CLG even faster
  • Research templates so you ask the right questions, get clear answers
  • Journey mapping frameworks for spotting friction and unlock opportunities
  • Strategy worksheets to segment, prioritize, and take action
  • AI-powered book companion for tool recommendations tailored to your situation

It’s free. It’s practical. It’s here to help you move faster with more confidence.

Request Free Access

Explore the tools inside the workbook 

These are the templates, worksheets, checklists, and agendas inside the workbook, and the ones the AI Book Companion can help you choose and apply. (They’re the same tools we’ve used to help thousands of SaaS teams get clear on their customers and make smarter decisions, faster.)
Identify Your Critical Business Opportunities in Your 1:1s (Checklist)
Critical Business Opportunity Project Brief
CLG Team Roles & Responsibilities Worksheet
Stakeholder Buy-In Email Template
Project Kickoff Meeting Agenda Template
Customer Research Planning Worksheet
Customer Research Methods Selection Template
Customer Interview Outreach Template
Customer Interview Guide
Interview Outreach & Scheduling Tracker
Customer Survey Outreach Template
Customer Survey Guide
Tips for When Customers Are Hard To Reach
AI-Supported Data Collection Tools
Audience Research Planning Worksheet
Target Audience Research Methods
Website Visitor Survey Guide
Audience Interview Guide
Audience Survey Guide
Competitor Review Mining Guide
Community & Social Listening Guide
Audience Interview Outreach Template
Research Repository Template
AI-Supported Analysis + Synthesis Tools
LLM Prompt for Research Analysis
Customer Job-to-be-Done Brief Template
Customer Job-to-be-Done Prioritization Rubric
Team Job-to-be-Done Presentation Template
Customer Experience Brainstorm Board Template
Leading & Lagging Indicators of Success Examples
Value Mapping Template
KPI Mapping Template
Tips for Validating Your Product Adoption & Engagement KPIs
KPI Growth Tracker Template
KPI Dashboard Template
Customer Experience Audit Checklist
Opportunities Prioritization Matrix Template
Customer Experience Map Template