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.
Wow, this is WAY more comprehensive than I was expecting!
Samuel Hulick
Founder
This is super cool. I love template-heavy resources like this. Y’all made something great.
Kai Davis
SEO Strategy Consultant
Sweet Baby Jane this thing is massive — it’s another book!! Please tell me you’re going to charge for this.
April Dunford
Author & Positioning Expert
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.
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.)
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Identify Your Critical Business Opportunities in Your 1:1s (Checklist)
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Critical Business Opportunity Project Brief
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CLG Team Roles & Responsibilities Worksheet
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Stakeholder Buy-In Email Template
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Project Kickoff Meeting Agenda Template
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Customer Research Planning Worksheet
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Customer Research Methods Selection Template
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Customer Interview Outreach Template
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Customer Interview Guide
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Interview Outreach & Scheduling Tracker
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Customer Survey Outreach Template
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Customer Survey Guide
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Tips for When Customers Are Hard To Reach
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AI-Supported Data Collection Tools
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Audience Research Planning Worksheet
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Target Audience Research Methods
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Website Visitor Survey Guide
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Audience Interview Guide
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Audience Survey Guide
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Competitor Review Mining Guide
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Community & Social Listening Guide
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Audience Interview Outreach Template
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Research Repository Template
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AI-Supported Analysis + Synthesis Tools
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LLM Prompt for Research Analysis
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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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Tips for Validating Your Product Adoption & Engagement KPIs
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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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Opportunities Prioritization Matrix Template
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Customer Experience Map Template
We help align your cross-functional teams & prioritize initiatives to accelerate growth (and revenue).
I was so impressed at the FTF team’s understanding of our product, and their ability to have meaningful, nuanced discussion about what’s best for our business.
Their experience and dedication to making recommendations based on data gave us so much confidence.
Emily Castles
CTO, Boundless
What industry experts have to say about it: