Product Launch 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 

In this ever-changing world, new and creative products are entering the market every day. To keep up with the current trends and maximize their revenue and profit, companies need to continuously adjust and adapt their products and services according to customers’ requirements and demands everywhere. Companies design and develop new products with added features to attract new customers and retain potential customers. So, the question arises. How do companies do that? The answer lies in product planning. Product planning is the process of searching and developing new ideas for a product, sorting out the best and profitable ideas, planning their development, converting them into actual products, and introducing them in the market after extensive marketing campaigns. This means creating a product roadmap to follow. What is product roadmap & planning? Product planning is not the sole responsibility of one person. It requires intricate planning and seamless coordination between multiple departments of the company. The process of product planning is a continuous and dynamic one. Therefore, the process requires a tool that can keep up with the task and our Product Roadmap template is ideally equipped for the job. During the initial stages, each step is carefully planned and allocated to different teams according to the company’s overall goal and objective. From research and development to customer service, the success of a product is dependent on the proper functioning of each department. To plan and create a product, a company formulates an overall high-level strategy called a theme. To execute this plan, it is broken down into multiple additional steps or epics, which are small strategic plans themselves. Each epic is further broken down into user stories, representing a small unit of development work that allows a user to complete a task or goal in the product. Epics, themes, and stories are used to classify the amount of work in a product planning endeavor. A particular epic has one common objective. It could be a feature, business requirement, or customer request. In other words, it is a placeholder for a required feature. An epic takes more than one sprint to complete. If there are multiple user stories with the same focus area, product planners create an epic and attach the stories to a particular epic. All of this is recorded via a product roadmap. Who can use a Product Roadmap template? This template is ideal for entrepreneurs, product managers, business managers, strategic heads, marketing managers and more to keep track of company's product roadmap, goals and milestones. Things to consider when using Product Roadmap Template Product Roadmap template is inspired from Agile Software Development Process where the product development is managed across sprints, features, epics, stories and releases. This template ensures how your features/stories and sprints are moving and making sure your product releases are on track and product goals are being on time for other stakeholders in your team to act. Why use a product roadmap template? Keeping track of the multiple stages of product development is a time-consuming and challenging task. Looking for a product roadmap template to make your job easier? Well, don’t worry! Stackby is here to your rescue. We have created a state-of-the-art Product Roadmap Template to assist you with your product plan. With this product roadmap template, product development will now seem like a walk in the park. Using Stackby’s product roadmap template, you will be able to: Track your product planning roadmap and milestones on a single interface. Record each epic created and attach a description and the corresponding story. Track each story and attach an ID to the same. You can also track its current status. Monitor the start date and end date of each sprint in the product development stages and its current status. Use the template’s in-built calendar to monitor the releases. Record the planned and actual release date. Monitor and update all the details of your product planning process with this product roadmap template. Some Stackby's Product Related Templates: Agile Product Planning Template  Sprint Planning  Product Planning Template   Bug Tracker  User Research 

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 

Are you struggling to create a comprehensive business strategy and roadmap that will lead your company to success? Look no further! The Business Roadmap or Business Plan Template by Stackby is here to help. With its intuitive interface and powerful features, this template makes creating a solid business strategy a breeze. Whether you're a small business owner or a seasoned executive, this template offers the tools to define your mission, set your long-term goals, and track your progress. Here, we will find details about Stackby's Business Roadmap Template, its key features, and how it can help you create a successful business strategy. So, let's dive in and discover how this template can kickstart your business growth: What is a Business Strategy? A business strategy is a long-term plan of action designed to achieve a specific goal or set of goals. It involves defining your company's objectives, analyzing the market, and creating a roadmap to achieve those objectives. A well-crafted business strategy can help you stay ahead of the competition and drive growth. How to Create a Business Plan Template? Creating a business plan template can be daunting, especially if you're new to the process. However, with the right tools and guidance, you can create a comprehensive and effective plan in no time. Stackby's Business Roadmap Template is one such effective solution for you. It is fully customizable and has a user-friendly interface, so it becomes easy to employ this and develop a robust business strategy. Unveiling Details About Stackby's Business Plan Template Stackby's Business Roadmap Template is a comprehensive tool designed to cover all aspects of business planning. From budget planning and target audience analysis to marketing strategies and revenue projections, this template has it all to streamline your business strategy. With pre-built tables, our Business Plan template is easy to use and tailored to your unique needs. You can also easily add or remove sections as per your goals. Key Features of Business Roadmap Template Customizable Tables: Our Business Plan template includes a variety of customizable tables that you can use to track different aspects of your business strategy, such as financial projections, marketing strategy, and more. Import Data: You can easily import data from other sources, such as Excel sheets, to populate the tables in the template. Real-Time Collaboration: You can collaborate with your team in real-time to create and edit the business plan. Automated Notifications: This template also includes automated notifications, which keep team members informed about changes to the project. It helps ensure that everyone is aware of any updates or changes to the plan, reducing the risk of miscommunication and errors. Easy Customization: You can customize the template according to your business needs, adding or removing sections as needed. Who is This Business Plan Template for? Stackby's Business Plan Template is perfect for startups and small businesses that need an all-inclusive solution tool for devising a business plan. Whether you are looking to raise funds, launch a new product, or expand your business, this template can help you achieve your desired objectives. Why Do You Need Stackby's Business Plan Template? If you're wondering why you should use our Business Plan Template, here are some reasons to consider: Stay Organized: Clear and concise structure for tracking strategy, goals, and progress. Save Time: Pre-built tables and templates eliminate formatting work. Customizable: Tailor the template to fit your unique business needs. Collaborate with Ease: Real-time collaboration with colleagues. Visualize Data: Charts and graphs for informed decision-making. Accessible Anytime, Anywhere: Cloud-based platform for remote work. How to Use This Business Roadmap Template? Using Stackby's Business Plan Template is easy. You need to follow a few simple steps and are good to go! Here are the steps: Sign up for a free account on Stackby.com, create a new workspace, copy the Business Roadmap Template, and customize it to fit your business requirements. Start entering your business plan data into the template. Update the template regularly to track your progress toward achieving your business goals. Customization of Stackby's Business Plan Template  You only need to customize this Business Plan Template once you have copied it to your Stackby workspace. Below are the steps to follow: Rename the Tables: After copying the template, you can rename the tables to suit your business needs. For example, you can rename the "Plan" table to "Company Vision" or "Mission Statement" table to reflect your business vision and goals. Add or Import Tables: If you require additional tables not already included in the template, click the "Add Table" button. You can also import tables from other sources such as Google Sheets, Excel, or Airtable. Customize Columns: Once you have added or imported tables, you can customize the columns to track the relevant information to your business. For example, if you have added a "Marketing" table, you can customize the columns to track the details of your marketing campaigns, such as the budget, target audience, and ROI. Populate Tables with Data: The next step is to populate the tables with relevant data. It involves adding information about your company's vision, mission, values, goals, and objectives. You can also add data about your employees, customers, financials, and other critical business areas. Tables Included in Business Plan Template Our Business Roadmap Template already comes with the following tables that help in creating an effective business strategy: Plan: This table helps you define your company's mission, vision, values, and long-term business goals and objectives. Managers: The next table is 'Managers,' which helps you keep track of the managers responsible for achieving your company's goals. You can use the Link column type in Stackby to link the Plans and Managers tables together. It allows you to establish a relationship between specific plans and the corresponding manager(s) assigned to them. By linking the relevant manager(s) to each plan, you can easily track and monitor the progress of the plans they are working on. Additionally, you can create a KPI (Key Performance Indicator) tracker to gain insights into each manager's workload and progress. By adding relevant columns to the Managers table, such as "Number of Plans Assigned" and "Progress Status," you can visualize and analyze how many plans each manager is responsible for and track their progress towards completion. Integrating the Plans, Managers, and KPI tracker tables provides a holistic view of your business strategy, ensuring effective management and progress monitoring. Develop a Solid Business Strategy and Roadmap Today! As you can see, developing an effective business plan is essential to achieving long-term success. With Stackby's Business Roadmap Template, you can streamline this process and focus on what really matters - growing your business. So, what are you waiting for? Sign up for Stackby today and start using the Business Roadmap Template to take your business to the next level.Check out more related Templates :Product Roadmaps Business Development CRM 

How Stackby's NPS Survey Template helps you ? As customer feedback is important for a company to know how much the customers like its product, it is also important to know how your customers perceive it. An NPS survey is done to know exactly this. NPS score gives you an idea about the customer experience and tells you how liked your company or product is among people. But keeping track of so much customer feedback and their reviews can prove to be very overwhelming. That’s where our NPS Survey Tracker Template comes in.  An NPS survey tracker template will ease down your work by keeping track of all the respondents and their feedback at the same place and making it easy for you to manage them all. Why do we need an NPS Survey Template? NPS stands for Net promoter Score. It is a metric used in the customer experience programs. Many companies use NPS to know how their customers perceive them. An NPS survey is done by asking just a single question; ‘’How likely are you going to recommend our product/company/brand to someone else?‘’ The customers give their answers by giving ratings from 0 to 10 and, according to their response, fall into one of these three categories: Promoters: These provide a rating of 9-10 and are typically loyal customers who tend to promote the brand by word of mouth. Passives: They respond with a rating of 7-8 and are satisfied customers, but they are not satisfied enough to be considered promoters. Detractors: These are the people who give ratings from 0-6 and are unhappy with the company’s product or services. These customers are likely to discourage others from buying from your company. An NPS survey template will allow you to do surveys and keep track of all the respondents and the percentage of each respondent’s category to calculate the score. You will have the benefit of easy customer experience management. How can Stackby’s NPS Survey Template help you? Stackby’s NPS survey template will enable you with easy handling of the data about the customer’s feedback and manage them all with ease. You can conduct surveys with the template and then get the response recorded in the template itself. You can categorize the data the way you want and then customize it according to your liking. Moreover, you can add in another question if you like in a separate column. Use this survey template for the best customer experience management. Manage data categorically such as NPS survey, scores received customer category, and NPS score and manage them all in one place. It is free to use and simple to understand and operate. You can make an account on Stackby or use an existing one. Know your NPS score without working too hard on analyzing the responses separately using our NPS survey template.Checkout other related Template :Sprint Planning User Research  

Every agile development team has only one dream - building a product in a series of successful sprints. Sprints enhance your teamwork, encourage every team member to learn from experience, and ensure a high-quality product in the end. So, if you are looking to plan successful sprints for your product development team, Stackby’s Sprint Planning Template is a wonderful solution. How is Sprint Planning Template Beneficial? Tracking Releases: You can keep a track on each sprint you went through, to develop your product. This ensures that you do not miss any important phase of product development like development, implementation, debugging, and so forth. Tracking Tasks: Each sprint has a certain set of tasks to be accomplished. This template enables you to keep a track of all tasks related to a sprint, making it easier for you to plan your product release process. Team Collaboration: Keep your team on the same page when it comes to product development. Every department, whether it is designing, development, coding, marketing or sales, should understand how the product developed through different sprints to ensure complete clarity and transparency. Prioritization: Sprint planning helps teams identify which tasks are important and should be done first and which tasks can be done a bit later. It also helps in estimating how much time will be associated with each task. Who can use the Sprint Planning Template? Generally, the entire team works on sprint planning. However, it may specifically be beneficial for: Product owners: who identify the backlogs and set up the sprint goals. Product manager: who is managing the work of all the different departments for product development Development team: people who are working to develop the product and estimate timeframes or explain any skills related issues Scrum master: who is responsible for planning sprints and conducting meetings How to use the Sprint Planning Template? Step 1: Sprint Goals - Decide the goals of the sprint or which backlog items to include in the sprint. Step 2: Check availability - Ensure that every team member who is required for a particular sprint is available for the sprint. Step 3: Timeline - Decide how long a sprint should be so that tasks can be adjusted accordingly. Step 4: Collaborate - Call all team members to check the next sprint planning and approve it. Step 5: Risks - Are there any risks associated with executing the sprint? If yes, then what are they and how to tackle them. Read more: Stackby Powerups  Features of Stackby’s Sprint Planning Template Our Sprint Planning Stack includes two tables: Sprints table to track all the sprints in one place and Tasks/ Issues table to keep a record of all the tasks or issues related to every sprint. With this template, you can do the following: Track the start date and end date of a sprint Track the status of every sprint (completed, scheduled, ongoing) Track all the tasks or issues in a sprint Keep a record of the target of every sprint (optimisation, debug, new features, clear backlog, etc) Record the total number of tasks, tasks completed, tasks pending for every sprint Store the tasks & activities in one place Track the priority of each task (low, medium, high) Track which team members are working on which task Visualize the sprints using Kanban View, Calendar View and more.   More product-related templates: Bug Report Template  Product Roadmap Template 

Regardless of your project, product or initiative, Stackby can help you manage your entire UX research process. Manage your user feedback and sessions based on your product areas, track sentiments and improve your product or service multi-fold. Try out this free template. Check out more related Templates : Bug Tracker 

Are you fed up with unorganized tasks and client requests? You are not alone, service businesses like yours constantly struggle with multiple projects making it a challenge to keep track of everything and ensure a smooth execution. But no worries this is where a work order template can help you. It will act as a life saver and provide you a structured framework to manage your workload effectively. There are different work order templates like Excel, but Stackby’s work order template stands out of the crowd due to its outstanding features. Why you Need Stackby’s Work Order Template Stackby’s work order template offers a comprehensive solution. It is designed to empower your team and streamline all your operations. Effortless Integration: Firstly, you can effortlessly integrate your work orders with Stackby’s functionalities like asset management, CRM and project management. This will offer a centralized hub for all your project information eliminating the data silos and time. Different views: Stackby offers customisable Kanban boards and Grant charts views to easily visualize your work order progress. You can track every stage of a project from the initial level to its completion with a clear understanding. It also helps you to understand the dependencies and deadlines of the project. Facilitates collaboration: The work order maintenance form offered by Stackby empowers seamless communication between the team members. You can assign tasks, share updates and collaborate in real time within the work order itself. The template ensures that everyone is on the same page. Note every detail: The template allows you to note each and every aspect of the project. You can include a column of task description, estimated timeline and a column for required materials and labor. Apart from this you can also attach photos or videos for better context to your template. Flexibility at your fingertips: Stackby understands that no two businesses are the same. Therefore your work order template is perfectly aligned with your specific needs. You can add custom fields and create different templates for various project types. Also you can download the mobile application and check the details whenever you need them. How does the template help you? Here are some of the reasons why this work order template works as a secret weapon for your business. Reduced errors and omission: The template eliminates the risk of missed deadlines or forgotten tasks as it has a clear and organized workflow. Improved client communication: You can keep clients informed with all the real time updates and transparent project progress tracking. Improved team efficiency: This template empowers your team to work smartly rather than working hard with manual needs and paperwork Scalability for growth: As your business expands or you need to integrate your orders with any applications you can easily do that with the help of this work order template. Are you ready to experience that power of a truly transformative work order template? Sign up at Stackby today and empower your team. 

While developing a software, app, or website, if there is an issue with the design, coding, or other specifications, it may lead to incorrect or invalid results. Such an issue is termed as a bug. It hampers the usability of your product and has a severe impact on user experience. Consider the following scenario. You have downloaded an app from the Play Store. However, you are not able to log in. The application may not be displaying notifications. These are just a few examples of the glitches one might face. Isn’t there a high probability that you will switch to another app that meets your requirements? The answer is yes. This is why it is imperative for any company producing technology products to identify and fix bug issues at the earliest. Stackby’s Bug Report Template helps companies do this easily. How will efficient bug tracking and fixing help you? Improves the quality of your company’s product and enhances user experience, which, in turn, produces loyal and long-lasting customers. Reduces the cost of development and leads to a high return on investment Increases your customer base and referral rate. People are more likely to refer your product to others if they’ve had a seamless experience using it. Identifies and isolates the areas of your product that report the maximum number of bugs. This will help you concentrate your resources on a particular aspect of the product. A well-planned and executed QA process will uncover almost all the defects of your product so that they can be fixed beforehand. What are the four key steps involved? Bug detection Bug reporting Bug fixing Product testing and Release To ensure that your product is bug-free, you must keep track of each issue from the detection to the final testing phase. This process can be quite tedious and cumbersome. That is why Stackby has a Bug Report Template! Using our bug report template, you will be able to: Keep track of each bug issue from start to finish and maintain a detailed issue log. With the Bug Report Template. Users will be able to: Assign a bug issue ID for better tracking. Record the date and time on which the bug was reported. Track the source of the report (User email/ Internal QA/ Beta user/ Customer Demo). Keep track of the current status of the bug (Not yet started/ WIP/ Completed/ Testing). Add a priority status to each issue (High/ Medium/Low). Assign a lead to every bug issue reported. Record the notification status of the issue. Track the module under which the bug has been reported (Registration/ Login/ User Invitation/ Notification/ Layout). Keep track of your entire team responsible for fixing bug-related issues. With Stackby’s bug report template, you can rest assured that all your bug reports will be analyzed and fixed at the earliest! Talking to your users is most important, if you're managing user research - check out this template as well.   Check out other related Template :Agile Product Planning Template Bug Tracker Project Planning Sprint Planning User Research 

Our Stackby A/B testing template offers a structured approach to managing your testing program. It includes tables for tests overview, detailed metrics, timelines, and workflows, all linked by Test ID for seamless navigation and analysis. Customize views to monitor progress, prioritize tasks, and achieve your testing goals effectively.