FREE MARKDOWN STRUCTURE
Customer Discovery Brief Template
Translate a feature request into a bounded workflow, measurable outcome, and responsible first deployment.
FDE WORKBENCHTEMPLATE 02
Customer Discovery Brief Template
Customer problem
Describe the workflow problem—not the requested feature.
Users and current workflow
Who does the work today, and where does it break down?
Constraints
Capture data, identity, policy, integration, and operating constraints.
Success metrics
Define outcome metrics, quality guardrails, and baselines.
Proposed MVP
Describe the smallest useful deployment and its decision gates.
Non-goals and open questions
Protect the scope and expose what still blocks commitment.
Don’t just download the blank. Practice filling it well.
The paired lab pre-fills the document from your scenario decisions and explains the scoring.
Open the paired lab