The Forget the Funnel Workbook

Get the workbook that accompanies the Forget the Funnel book. It'll help you connect the dots between learning the Customer-Led Growth Framework and actually implementing it. Oh, and it's free.
Get the Workbook

Thoughts from industry experts

A must read for founders

April Dunford
Author & Positioning Expert

Wow, this is WAY more comprehensive than I was expecting!

Samuel Hulick
Founder, Self-Serve SaaS & long-time SaaS growth consultant

This is super cool. I love template-heavy resources like this. Y’all made something great.

Kai Davis
SEO Strategy Consultant for ecommerce businesses

Once you’ve read Forget The Funnel and want to implement the Customer-Led Growth Framework yourself, you may struggle to make it happen. Why? Because you’re doing something new, and doing is way harder than learning.You’ll likely benefit from some guard rails to help you:

Rally your team
Keep the work on track
Ensure you’re doing it right
Prevent the project from fizzling out

This 110 page workbook can be your trusted guide along the way.

What’s Inside

30 practical templates, scripts, worksheets, agendas and tools we've used to help hundreds of companies become customer-led.
1
Questions to ask stakeholders to identify the critical business opportunity you’ll tackle
2
Critical Business Opportunity Project Brief
3
CLG Team Roles & Responsibilities Worksheet
4
CLG Team Roles Worksheet Template
5
Project Kickoff Email Template
6
Project Kickoff Meeting Agenda Template
7
Customer Research Planning Worksheet
8
Customer Interview Outreach Template
9
Customer Interview Questions
10
Customer Survey Outreach Template
11
Customer Survey Questions
12
Tips for Research When Customers Are Hard To Reach
13
Audience Research Planning Worksheet
14
Website Survey Setup Instructions, Welcome Screen & Questions
15
Audience Interview Outreach Template
16
Audience Interview Questions
17
Additional Resources for Audience Research
18
Research Repository Template
19
Customer Job-to-be-Done Brief Template
20
Customer Job-to-be-Done Prioritization Rubric
21
Team Job-to-be-Done Presentation Template
22
Customer Experience Brainstorm Board Template
23
Leading & Lagging Indicators of Success Examples
24
Value Mapping Template
25
KPI Mapping Template
26
KPI Growth Tracker Template
27
KPI Dashboard Template
28
Customer Experience Audit Checklist
29
Customer Experience Map Template
30
Team Customer Experience Map Presentation Template
Get the Workbook

Stop wasting time with best-practices and guesswork.

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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

The Forget the Funnel workbook

Get the workbook that accompanies the Forget the Funnel book. It'll help you connect the dots between learning the Customer-Led Growth Framework and actually implementing it.
Oh, and it's free.

GET YOUR FREE COPY NOW

Thoughts from industry experts

A must read for founders

April Dunford

Author & Positioning Expert

Wow, this is WAY more comprehensive than I was expecting!

Samuel Hulick

Founder, Self-Serve SaaS & long-time SaaS growth consultant

This is super cool. I love template-heavy resources like this. Y’all made something great.

Kai Davis

SEO Strategy Consultant for ecommerce businesses

Once you’ve read Forget The Funnel and want to implement the Customer-Led Growth Framework yourself, you may struggle to make it happen. Why? Because you’re doing something new, and doing is way harder than learning.

You’ll likely benefit from some guard rails to help you:

  • Rally your team
  • Keep the work on track
  • Ensure you’re doing it right
  • Prevent the project from fizzling out

This 110 page workbook can be your trusted guide along the way.

GET YOUR COPY NOW

What’s Inside

30 practical templates, scripts, worksheets, agendas and tools we've used to help hundreds of companies become customer-led.

1. Questions to ask stakeholders to identify the critical business opportunity you’ll tackle

2. Critical Business Opportunity Project Brief

3. CLG Team Roles & Responsibilities Worksheet

4. CLG Team Roles Worksheet Template

5. Project Kickoff Email Template

6. Project Kickoff Meeting Agenda Template

7. Customer Research Planning Worksheet

8. Customer Interview Outreach Template

9. Customer Interview Questions

10. Customer Survey Outreach Template

11. Customer Survey Questions

12. Tips for Research When Customers Are Hard To Reach

13. Audience Research Planning Worksheet

14. Website Survey Setup Instructions, Welcome Screen & Questions

15. Audience Interview Outreach Template

16. Audience Interview Questions

17. Additional Resources for Audience Research

18. Research Repository Template

19. Customer Job-to-be-Done Brief Template

20. Customer Job-to-be-Done Prioritization Rubric

21. Team Job-to-be-Done Presentation Template

22. Customer Experience Brainstorm Board Template

23. Leading & Lagging Indicators of Success Examples

24. Value Mapping Template

25. KPI Mapping Template

26. KPI Growth Tracker Template

27. KPI Dashboard Template

28. Customer Experience Audit Checklist

29. Customer Experience Map Template

30. Team Customer Experience Map Presentation Template

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