Product Development Template

Inspired by Steve Blank, this Customer Development CRM allows to you to track and manage your customers, problem statements and features requested.  Customer development is about acquiring, retaining, and developing profitable clients. The term customer development was coined in the 1990s and helps a business in: Discovering and validating the needs of the customers Creating the right product for your customers  Testing correct methods for acquiring and converting customers Using the right resources to meet the demands of the customers  Problems without a Customer Development CRM  A customer development CRM is a tool that can help you streamline the above-listed processes in one place and ensure a successful business. Many businesses, especially startups face issues in customer development such as: Tracking the meeting details with a customer becomes clumsy with spreadsheets and post-it notes.  Employees not knowing whom to contact for a customer-related issue.  Reporting as it becomes a hassle since you have to pull data from various platforms.  Classifying customers and organize contacts can be difficult.  Four Steps of Customer Development CRM Framework Customer Discovery: In this step, a business looks for customers or a market that is suitable for the product that it wants to develop. Stackby has the right resources for customer discovery like a product-market fit system and sales pipeline.    Customer Validation: In this step, you understand that the product that you have will generate you profits and scale your business. You can use Stackby’s marketing strategy template to determine that the mone y you invest in marketing will have its return and also its profit. Customer Acquisition: In this step, you put all your efforts and find customers for your product. You can use Stackby reporting tools to track all the key performance indicators for your project.  Customer Delight: It is the last step in which you keep following the first-three steps in order to scale up your product and match the changing needs of the customers. Use our Customer Development CRM to execute this step.   Stackby’s customer development CRM can turn the tables for you! Add data in one place: Store all the meeting notes in one place and never miss taking follow-ups.  Share reports with your team: Create reports in just one click by importing data from third-party apps to Stackby and instantly share the reports with your team.  Organize contact information: Use more than 25+ column types to store custom er data.  Track issues: Keep a list of issues reported by different customers and streamline working on them.  Who can use Stackby’s Customer Development CRM Template? Stackby’s Customer Development CRM Template can be used by business managers, product teams, marketing teams, sales teams, entrepreneurs, and business owners.  What are the important features of Stackby’s Customer Development CRM Template? Our customer development CRM template includes four tables to track customer details, interview details, problem statements, and add-on features details respectively. With this template, you can: Record all important details of a customer (name, email, category, photo, persona, etc) Track the interview details with every customer  Record the problem statements mentioned in each interview  Store detailed records of every problem statement and the features related to them Track the features to be added to the product based on problem statements given by customers  Other Customer Management Templates to consider: Customer Testimonials Template  Customer Success Management Template  Customer Journey Map Template  Customer Persona Template  Business Development CRM 

An equipment inventory software or template is used to keep track of all the equipment used at either your office or your home. This template can be used to ensure that all the equipment owned by your company is useful and does not need repair or replacement. What is an Equipment Inventory Template? An Equipment Inventory template allows you to keep track of all equipment or machinery used by the company to run its business. This free equipment inventory template can be used to ensure all the available equipment and machinery owned or rented by any company is being used effectively and efficiently.  This template lets you know exactly where certain equipment is present and if it's being used or is sitting idle. This ensures none of the equipment is unaccounted for. Why do you need an Equipment Inventory Template? An Equipment Inventory Template can be used to confirm that the resources, equipment, and machinery of any company are being used effectively and efficiently. It helps to make sure that there is no wastage and duplication of use of any equipment. This Equipment Inventory template keeps a detailed record of where and when the equipment has been used. It makes it easier for the company to track the physical and financial condition of the equipment such as if the equipment is damaged, if they need repairs or replacements, etc. The Equipment inventory template also provides you with complete details about the purchase history and date of purchase. This makes asset management easier and ensures the equipment is getting regular service checks to ensure they operate optimally and do not cost the company more money than it makes. Who is this template for? No matter the size, every company must use this template to organize their equipment and manage them effectively and efficiently systematically. How will Stackby’s Equipment Inventory Template help you? Our free equipment inventory template offers you a complete overview and the ability to manage your equipment in the best possible manner. Along with the name of the equipment and the item number, you are also provided with images to identify them, making it easier for the company to keep track of its resources. Using this template, you would know what type of equipment is being used exactly where within minutes, making the entire process of asset management easier for the company. You are also provided with a column that mentions the equipment's condition, making sure that if the equipment needs a repair or replacement, it is being done on time so that productivity does not diminish.  You also get real-time updates about the whereabouts of your equipment in the “status” column.  Combine all this with the ability to edit and filter the template according to your need freely, and you have one of the best asset management templates at your fingertips to manage the equipment owned by your company. You Will Also Find These Templates Useful: Product Catalog Gallery Asset Management Product InventoryInventory Management  

With new companies emerging by the hour and achieving success, the competition for any available market is bound to increase rapidly. Competition drives innovation and creativity and gives you that extra push that’s needed to boost sales and revenue. There is no field or aspect of business that has been left untouched by competition. What is competitor research and analysis? When you identify, analyze, and research your competitor’s products, business plans, and marketing strategies, it is called competitor analysis. Before we move any further, let’s understand its importance. Why is competitor analysis critical? In the current market climate, you won’t find a single successful company that hasn’t devoted a significant portion of its product competitor analysis resources. The question is, why? Competitor analysis is critical as it: Determines the strengths of your competitor’s product. You can use this information to analyze and improve your product. Points out the weaknesses of the same, giving you an edge over your competitor. It helps you estimate your sales and returns by keeping track of the various players in the market. Allows you to research and eventually adopt the best practices in every aspect of the business by analyzing your competition strategies. It gives you an idea of the current and upcoming marketing trends to plan and implement your business accordingly. Competition can be both direct and indirect. Regardless of the type of competition or the size of your business, it is clear that no company can afford to ignore the numerous advantages associated with competitor analysis. However, with an expanding market and companies stepping up to conquer it, keeping track of all your competitors can be quite a hassle. That’s why we’re here. Our Product Competitor Analysis Template, also known as competitive analysis template, helps you to: Record detailed information of all your competitors on a single platform.  Store the website URL of your competitor for future use. Track the products launched by each competitor and the average price associated with each product for comparison. Store the type of each product. Keep detailed records of the strengths and weaknesses of each product. Track the marketing strategies and channels associated with each for all your competitors. Monitor the popularity of your competitor’s product. Create a checklist to understand which features are associated with which competitor’s product. Track the number of competitors for each type of product. Monitor, track, and update the details regularly. Stay ahead of the curve by keeping an eye out for the competition effortlessly with our Product Competitor Analysis Template. Things you should include in the Competitive Analysis Template ? Company Information : Company name, size, location, and history. Key leadership and organisational structure. Financial performance and stability. Product Information : Detailed description of products or services offered. Unique selling propositions (USPs). Pricing strategies. Market Information: Target market and customer demographics. Market trends and dynamics. Regulatory factors affecting the market. SWOT Analysis: Strengths, weaknesses, opportunities, and threats for both your company and competitors. Competitive Advantage : Identify and analyse what sets your company apart. Assess competitors' advantages and how they position themselves in the market. How to Find Market Information for your Competitor Analysis Template ? Industry Reports: Access industry reports from reputable sources. Look for market trends, growth projections, and key players. Financial Reports: Analyse competitors' financial statements for insights into their financial health. Look for revenue, profit margins, and any patterns in financial performance. Customer Reviews and Feedback: Explore online reviews and feedback to understand customer satisfaction. Identify common strengths and weaknesses mentioned by customers. Social Media and Online Presence: Monitor competitors' social media profiles for engagement and sentiment. Assess their website, content, and online marketing strategies. Networking and Industry Events: Attend industry conferences, trade shows, or networking events. Gather information about new products, partnerships, or strategies. How to Use Competitor Analysis Template using Stackby Sign up for Stackby: Create an account on the Stackby platform. Choose or Create a Template: Use a pre-existing Competitor Analysis Template or create a new one from scratch. Customise Fields: Modify the template to include specific fields relevant to your industry and business needs. Input Data: Enter data for each competitor, including company information, product details, and market insights. Collaborate and Update: Share the document with your team for collaboration. Regularly update the information as the competitive landscape evolves. Integrate Tools: Stackby allows integration with other tools. Consider integrating data sources or tools for real-time updates. Analyse and Make Decisions: Utilise the data in the template for analysis. Make informed decisions based on the insights gathered. Remember, the key to an effective Competitive Analysis Template is keeping it up-to-date and leveraging the insights gained to refine your business strategy.  Check out other related Template :Agile Product Planning Template Sprint Planning Product RoadmapsUser Research 

A/B testing (also known as split testing) is one of the most effective ways to optimize marketing campaigns, product features, and user experiences. The AB Testing Template from Stackby is designed to simplify the process of creating, managing, and analyzing A/B tests, helping you make informed decisions based on real data. With dedicated tables for test overview, test details, timelines, and a workflow board, you can monitor every stage of the testing process and improve your results efficiently. What is an A/B Testing Template? A/B testing involves running two or more variations of a campaign, product feature, or user experience to determine which performs better. The Stackby AB Testing Template helps you organize all the essential elements of an A/B test—from test setup to results tracking—in a structured and easy-to-use format. Why Use the AB Testing Template? Setting up and managing A/B tests manually can be time-consuming and prone to errors. The Stackby AB Testing Template streamlines this process by providing a centralized hub to track variations, results, and performance. This allows you to test different strategies confidently and improve conversion rates, user engagement, and overall campaign effectiveness. Key Benefits of the AB Testing Template: Centralized Management: Keep all A/B test data in one place. Performance Tracking: Monitor results and performance in real-time. Data-Driven Decisions: Make informed decisions based on test insights. Customizable and Flexible: Adapt the template to fit any testing scenario. How to Use the AB Testing Template in Stackby 1. Set Up the Template Import the AB Testing Template into your Stackby account. Customize the fields based on your test requirements (e.g., traffic source, target audience, conversion goals). 2. Define Test Parameters Use the Test Overview table to outline the objective, test duration, and variations. Add details like target KPIs, traffic allocation, and success criteria. 3. Track Performance and Progress Use the Test Details table to document variations, changes, and results. The Timelines table helps you monitor key milestones and deadlines. 4. Manage Workflow The Workflow Board allows you to track the test progress visually. Assign tasks to team members and automate notifications for key milestones. 5. Analyze and Optimize Use Stackby’s built-in analytics to measure performance. Compare variations, identify winning strategies, and adjust your approach for better results. Key Features of the AB Testing Template Custom Fields: Adapt the template to fit your specific testing needs. Performance Dashboard: Track KPIs, conversion rates, and other metrics. Collaborative Workflows: Assign tasks and track team contributions. Automation: Set up automated notifications and performance tracking. Data Security: All test data is securely stored and accessible only to authorized users. Use Cases for the AB Testing Template Marketing Campaigns: Test variations in ad copy, visuals, and targeting strategies. Product Development: Experiment with new product features and user flows. Email Marketing: Compare subject lines, content, and CTA performance. Landing Page Optimization: Test different designs and messaging strategies. App and Website UX: Analyze user behavior and engagement. Who Can Benefit from This Template? Marketing Teams – Optimize campaign performance with clear insights. Product Managers – Test and refine product features based on user feedback. Developers and Designers – Analyze user engagement and improve UI/UX. Sales Teams – Test sales scripts and outreach strategies. The AB Testing Template from Stackby is a powerful tool for running structured and insightful A/B tests. Whether you’re optimizing marketing campaigns or improving product features, this template helps you track, analyze, and refine your strategies efficiently. Start using the AB Testing Template today and make data-driven decisions with confidence!

Efficient order management is crucial for businesses to track sales, inventory, payments, and shipping in real time. Manual processes, scattered spreadsheets, and lack of automation can lead to order delays, errors, and dissatisfied customers. Stackby’s Order Management CRM Template provides a centralized system to manage orders, customers, inventory, and workflows seamlessly. Whether you're a small business, an eCommerce store, or a large enterprise, this template helps streamline operations, improve accuracy, and enhance customer satisfaction. Why Use This Order Management CRM Template? Businesses often face challenges like delayed order processing, lack of inventory visibility, and miscommunication between teams. This template solves these issues by offering: End-to-end order tracking – From order placement to delivery, manage everything in one place. Automated workflows – Reduce manual efforts by automating order processing steps. Customer database management – Maintain a detailed record of customer orders and history. Seamless inventory tracking – Avoid stock shortages and ensure accurate order fulfillment. Integrated payment tracking – Keep an organized record of transactions and pending payments. How This Template Works in Stackby The Order Management CRM Template is structured into seven key tables: Orders Table – Tracks order details, status, and customer information. Workflows Table – Automates order processing steps and task assignments. Customers Table – Stores customer profiles and purchase history. Products Table – Lists available products with details like pricing and stock levels. Inventory Table – Monitors stock availability and replenishment needs. Payments Table – Tracks transactions, pending payments, and payment methods. Shipping Table – Manages delivery status, couriers, and tracking details. Key Features & Benefits Complete Order Lifecycle Management – Track orders from purchase to fulfillment. Automated Workflow Assignments – Reduce manual errors with automated processes. Customer Database & Order History – Improve personalized customer service. Real-Time Inventory Tracking – Avoid overstocking or stockouts. Seamless Payment & Shipping Management – Keep financial and logistics data organized. Customizable CRM Fields – Adapt the template to fit your business needs. Who Can Benefit from This Template? Retail & eCommerce Businesses – Manage orders, inventory, and customers efficiently. Wholesale & Distribution Companies – Streamline bulk order processing. Small Businesses & Startups – Improve order tracking and customer management. Logistics & Supply Chain Teams – Ensure smooth order fulfillment and delivery. Getting Started Copy the Order Management CRM Template into your Stackby account. Add your existing orders, customers, and product details. Automate workflows to assign order processing tasks. Track payments and shipping updates in real time. Use the dashboard views to monitor business performance efficiently.

Every online, B2C, retail, or e-commerce business must ensure that its products are accessible online, trusted, and convert well. This is possible with an effective product catalog. If your products are not described well, it will be hard to find potential customers. Stackby’s product catalog template is a streamlined way to organize your product catalog management and track what’s working for you and what’s not. What is Product Catalog Management? Product catalog management is the process of managing your product catalog so that all your marketing and sales channels contain high-quality product data. It includes how you organize, standardize, and publish your product across each sales channel. Why do you need a Product Catalog? Memorizing information about every product’s features is a difficult task. Making a product catalog and scribbling all the information related to the product helps the sellers and the customers make a purchasing decision. A product catalog template can help you keep track of all your products and the related information. You can use it to have easy access to all the products you have, the ones you have ordered, and those you still need to order. You can easily pull up information about any and all the products you have or sold. You can add images, add notes, and customize it. You can also use a product catalog template to categorize the products according to their build, vendor, or any way you like. Challenges Businesses face in Product Catalog Management and Tracking 1. Involvement of team and stakeholders It often becomes difficult for sales and marketing teams and other stakeholders to collaborate and ensure a smooth product catalog management process. This might lead to serious consequences such as differences in the units of measurement etc. 2. High-quality description & imagery Since there is no streamlined process, it often becomes difficult for businesses to create simplified, easy-to-understand product descriptions and add the right images/files to depict it. They need to consider the customers’ perspectives here. 3. Scope of growth When you are not tracking your product catalog efficiently, it often becomes tough to analyze the gaps in your efforts. This problem multiplies when you are trying to expand your catalog. Stackby’s Product Roadmap template can also be of good use here. 4. Finding the right catalog management tool Many businesses suffer because they are unable to find the right platform where their team can connect and collaborate to work upon the product catalogs, and share it with the right people (clients, vendors etc.) Stackby’s product catalog template helps overcome all the challenges that businesses often face while creating and managing product catalogs. How to Fix your Product Catalog Management? 1. Organize the descriptions If your product attributes are messy, it will become much more difficult to intrigue customers. So, first, you need to ensure that all your team and stakeholders are on the same page. If you are building your own product, check out our Product Launch template. 2. Manage your product data Make sure all your product data, descriptions, and other related information is organized if you want to expand your product line and business. This way you will be able to identify which strategies have worked in the past. 3. Specify roles and authorization flows Make sure your team members know their exact roles and responsibilities when changing the product catalog database. This way you can ensure data quality and minimum redundancy. Who can use Stackby’s Product Catalog Template? Stackby’s Product Catalog template can be used by e-commerce or online business owners, retailers, traders, suppliers, product managers, sales and marketing teams, or anyone who manages the creation and management of product catalogs for a business. How is Stackby's Product Catalog Template Helpful for You? Our product catalog template can streamline how your team works. It can help you keep track of all your products, their description, features, benefits, price, and more. With this template, you can do the following: Keep a track of all your products, their types, and images. Keep a record of price, color, and size for every product. Track the inventory for each product such as the number of items available, whether a product is in stock or not. Add and manage the description of the products. Record the total sale of every product and the number of items sold. Monitor the clients and dealers for every product Add and track client details like the order number, order ID, billing address, phone number, product bought, etc. Track every order detail such as order ID, order date, item name, status, invoice, bill number, price per unit, quantity, total cost, client name, etc. Track and monitor the dealer details such as name, address, rating, phone number, year established, email, products, price, quantity, invoice, etc. Other templates you can use along with Product Catalog Template: Multiple Product CRM Template Product Inventory Template Product Competitor Analysis Template. Agile Product Planning Template Product Roadmaps

Developing a successful product strategy requires clear goals, structured planning, and continuous refinement. A well-defined strategy aligns teams, ensures customer needs are met, and keeps development on track. The Product Strategy Template by Stackby is designed to help product managers, business leaders, and teams define, track, and optimize their product strategy in a structured way. Whether you’re launching a new product or refining an existing one, this template provides a centralized system to manage strategic goals, roadmaps, market research, KPIs, and customer insights. Why Use the Product Strategy Template? A strong product strategy ensures that every decision is aligned with business goals and market needs. This template helps teams: Define and track strategic goals Structure product roadmaps Align initiatives with key performance indicators (KPIs) Gather and analyze customer insights Monitor competitive landscape and market trends Instead of juggling multiple spreadsheets, documents, and emails, this template centralizes everything in one place, making collaboration seamless and execution more efficient. How the Product Strategy Template Works in Stackby The Product Strategy Template consists of key tables that help structure your strategy effectively: 1. Goals & Objectives Table Define short-term and long-term product goals Align goals with business objectives and customer needs Assign priorities and deadlines 2. Product Roadmap Table Plan product features and updates over time Define phases, milestones, and target releases Track progress with a timeline view 3. Customer Insights Table Collect and organize customer feedback Identify common pain points and feature requests Prioritize improvements based on real user data 4. KPI Tracking Table Set measurable key performance indicators Monitor product performance and growth metrics Track engagement, retention, and revenue impact 5. Competitive Analysis Table Research competitors’ offerings, strengths, and weaknesses Compare pricing, features, and customer feedback Identify market opportunities and differentiators Each table is fully customizable, allowing you to tailor it to your specific product needs. With Stackby’s automation and integration capabilities, teams can connect live data sources, track updates in real time, and collaborate seamlessly. Key Features & Benefits Strategic Goal Management – Clearly define and prioritize objectives Dynamic Product Roadmap – Plan, adjust, and track development progress Customer-Centric Approach – Gather and act on feedback to enhance the product Data-Driven Decision Making – Monitor key metrics to assess strategy success Seamless Collaboration – Keep stakeholders, product managers, and teams aligned Customizable & Scalable – Adapt the template to fit any product development cycle Who Can Use This Template? Product Managers – Structure product strategy, roadmap, and success metrics Startup Founders – Define product vision and align teams for execution Business Leaders – Monitor market trends and make informed product decisions Growth & Marketing Teams – Track user engagement and optimize strategies Innovation Teams – Develop and refine new product ideas with data-backed insights How to Get Started with the Product Strategy Template Sign up for Stackby if you don’t have an account Access the Product Strategy Template from the template library Customize the tables and views to match your product planning needs Add product goals, roadmap milestones, and key metrics to track progress Use automations and integrations to bring live data into your strategy Collaborate with your team for seamless execution and updates With Stackby’s intuitive interface and structured planning tools, you can build, refine, and execute a product strategy that drives success.

Product planning is essential for successfully launching and managing a product. Whether you’re working on a new product idea or refining an existing one, having a structured approach ensures smooth execution. The Product Planning Template by Stackby helps teams organize, track, and execute their product vision efficiently. Designed for product managers, development teams, and entrepreneurs, this template provides a centralized space to manage product roadmaps, features, timelines, and tasks. Say goodbye to scattered notes and spreadsheets—Stackby’s Product Planning Template helps streamline every aspect of product development. Why Use the Product Planning Template? Bringing a product from concept to market requires clear planning and execution. This template helps you: Structure and define product features Develop a clear product roadmap Manage team tasks and deadlines Track product development progress Align teams on product goals and priorities By using this template, teams can collaborate more effectively, ensure timely execution, and maintain a transparent workflow. How the Product Planning Template Works in Stackby The Product Planning Template consists of key tables designed to cover all aspects of product development: 1. Product Features Table Organize and categorize product features Prioritize features based on importance and feasibility Assign responsible teams or individuals 2. Product Roadmap Table Define product phases (concept, development, testing, launch) Set milestones and deadlines for each phase Track progress with customizable views 3. Task & Sprint Planning Table Assign tasks to team members Set deadlines and track task status Use kanban or calendar views to visualize workflow 4. Release & Feedback Table Plan product releases with scheduled timelines Track customer feedback and reviews Improve future iterations based on insights Each table is fully customizable, allowing teams to adapt it to their specific product planning needs. Stackby’s automation features enable real-time tracking and notifications, ensuring nothing falls through the cracks. Key Features & Benefits Feature Organization: Structure your product’s core functionalities and prioritize them efficiently Roadmap Planning: Set clear milestones, deadlines, and phases for your product journey Task & Sprint Management: Assign, track, and complete development tasks seamlessly Collaboration & Transparency: Keep all stakeholders aligned with real-time updates Automation & Custom Views: Visualize progress with calendar, kanban, or list views Who Can Use This Template? Product Managers: To streamline planning and execution of product strategies Development Teams: To track tasks, sprints, and releases efficiently Entrepreneurs & Startups: To structure product ideas and manage feature rollouts Marketing & Sales Teams: To align go-to-market strategies with product launches How to Get Started with the Product Planning Template Sign up on Stackby if you haven’t already Access the Product Planning Template and customize it as needed Add your product features, roadmap, and tasks to start organizing your workflow Utilize different views and automations to optimize tracking and execution Collaborate with your team to ensure smooth product development

The dependency of a firm on its products’ success is not to be taken lightly, and for as many products to be sold as possible, the products need to be appealing to the customers. Sometimes the products may need to be sold within a tight schedule. During such a time, the product planning process may not get the required amount of attention it requires. The Stackby Agile Product Planning Template is here to solve this problem. With the help of this template, you will be able to meet your deadline and deliver a presentable product that is appealing to your customers. What is Agile Product Planning? Agile product planning is a kind of methodology that works on three levels - vision, product strategy, and tactics. Each sits within the other, and depends on the others to be working well to achieve overall success using agile product planning. The attention to detail also increases in density as we go down from vision to tactics. The product vision could be encapsulated in a simple line or two, while the tactics needed to execute this vision include details like sketches, storyboards, and written out plans. Managing all these levels and details takes a good amount of preparation, but the results pay off at the end. To simplify this process, Stackby has come up with an Agile Product Planning Template for product teams to use. How will the Stackby Agile Product Planning Template help you? The template is packed with features that help you strategize the product designs, sales strategies, and releases. This template also allows you to track the progress of the development of the product. It marks the creators and simplifies the process of alterations. The sprints feature is there to trace the progress of the product. This includes the dates of release, dates of alterations made, and the launch of the final product. The objective of the product release can be marked, and the reception by the consumers can be recorded as well. The product planning process as it draws closer to the release date is often sped up, and this sprint is marked in the form of meetings and coverage of product objectives. The agile product planning template allows you to make any extra notes regarding the product and present a polished product at the end. Who will find the agile product planning template useful? Big and small businesses looking to make changes to their products will find this template to be useful. Product managers functioning under these companies are likely to make maximum use out of it.Check out more related TemplatesBug Tracker 

This detailed Product Requirements Document (PRD) template in Stackby tracks feature development with columns for priority, status, assignments, effort, dependencies, timelines, testing, and approvals. Each feature entry is enhanced with sample data for better clarity and management.