Product Messaging Library Template

How's Stackby User Research Template will help you ? For a company, managing its users’ experience is a very crucial task. To satisfy the users is the primary goal of any company to generate profit and keep the goodwill intact. Managing the users’ experience is essential for a company to take the product to the next level. Our User Research Template can help you out with that! A user research template is an answer for effectively managing all the data and research done by the company to know the experience of the consumers. You can manage any qualitative and quantitative data in this user research template by Stackby. All you have to do is copy the data and apply it in the template; that’s it! User research is typically done at the beginning of the project or any product development. It is done to know the perspective of the consumers and for the development of the product. There are two ways research is done: Qualitative: The type of research in which the information such as how a user thinks or feels. It is done to find the user’s opinion, emotions, and experiences. Quantitative: A quantitative data looks into numerical values, which can be read in a statistical form. It is generally used to quantify the opinions of the users. In user research, both qualitative and quantitative data is collected and is analyzed for the research purpose. The study can be used to develop and perform an existing product or apply to a whole new product. The need for user research is to find the answers to your questions. It tells you who your users are; In what context will they be using the product; and what are their expectations from you. Stackby’s user research template helps you manage all your research separately for the individual user and keeps it saved for future purposes. To conduct effective user research, you need to: Take note of what your users do.  Set upright questions in the questionnaire to get unbiased answers from the people/users. Think from the user’s perspective and do not make assumptions beforehand. Be ready to get surprised. With Stackby’s User Research Template, you can keep track of all the research and the interview stack, your NPS score, and all those companies which took part in the research. Having a user research template has its advantages. It helps a company manage its research to develop the product or design and a new one. It is always good to know what people think of your company or your company’s products. And this User Research template is there to lend you a helping hand. Checkout Related Templates :Project Planning Agile Product Planning Template Sprint Planning

A technology roadmap helps business leaders plan which, when, and why certain technologies will be onboarded. For instance, you may need a new plan implementing a security log filter. In other words, your technology roadmap plan defines your digital transformation goals.  Why do you need a technology roadmap? Think it through: Whenever you decide to introduce some new IT changes in your company, you must think of how these changes will affect your business. For instance, if you want to upgrade to new servers, you need to find out how to store the current data of every employee.  Summarize your strategy: An IT roadmap makes it easier for you to present your ideas and aspirations to all your team members and business stakeholders. This way, you can seek their support.  Keep yourself on track: Your technology roadmap helps you keep on track during the digital transformation process. You can prepare yourself for any kinds of risks or challenges that may arise during the transformation.  Who can use Stackby’s technology roadmap template? Business owners, product teams, IT teams, development teams, entrepreneurs, and product managers can use Stackby’s technology roadmap template.  What are the features of Stackby’s technology roadmap template? Our easy-to-use technology roadmap template includes three tables: Initiatives table that helps you keep a record of all the proposed changes in your company, Milestones table that tracks every digital transformation milestone and Owner table that tracks the manager of every digital transformation task. With our technology roadmap template, you can: Track every technology that needs to be incorporated in your business.  Record the start date and end date of every initiative.  Track the status of each initiative (in process, complete, backlog). Track the person/ manager responsible for that initiative.  Track the progress of every initiative in the technology roadmap.  Track the effort put in incorporating a technology initiative.  Rate the technology initiative incorporated in your business.  Track every digital transformation milestone for your business.  Record the team members details responsible for incorporating a technology initiative.  How to build a technology roadmap with Stackby? 1. Identify the goals: The first step to build a technology roadmap is to find the “why” or the reason behind incorporating a technology in your business. Ensure that this change is truly beneficial for your business.  2. Determine your audience: Who is going to see this technology roadmap? Make sure you create the roadmap accordingly. Stackby allows you to visualize your roadmap in Calendar view, Kanban and Grid view so that you can build the roadmap accordingly. 3. Establish your theme: Think of the actions or initiatives that are of highest priority and should be implemented first. Prioritize every initiative on this basis.  4. Share your roadmap: Invite team members, stakeholders, etc to view or edit your technology roadmap. Stackby allows you to set permissions as you require so that you can restrict who can view, edit or update your roadmap.  5. Assign responsibilities: Based on your strategic technology roadmap template, you can assign different initiatives to different team members/ managers and ensure continuous progress.  Other startups and technology related templates: Team Meeting Agenda  Product Roadmap  Risk Assessment  

Customer feedback is essential for any business looking to improve its products, services, and overall customer experience. One of the most effective ways to measure customer loyalty and satisfaction is through Net Promoter Score (NPS) surveys. The NPS Survey Template in Stackby simplifies the process of collecting, organizing, and analyzing customer feedback, helping businesses make data-driven decisions to enhance their offerings. This template provides a structured way to track responses, categorize customers based on their feedback, and generate actionable insights. Whether you're a startup, SaaS company, eCommerce business, or service provider, this template will help you streamline your feedback collection and improve your customer relationships. Why Use the NPS Survey Template? Businesses thrive on customer satisfaction. The NPS Survey Template allows you to: Collect structured feedback from customers Identify promoters, passives, and detractors based on responses Track NPS scores over time to measure progress Analyze customer sentiment and take action to enhance loyalty Streamline feedback management by centralizing survey responses By using this template, you ensure that your customer feedback process is organized and insightful, enabling you to make informed business decisions. How the NPS Survey Template Works in Stackby The NPS Survey Template includes key tables that simplify the feedback collection and analysis process: 1. NPS Responses Table Store customer responses to NPS surveys Categorize respondents as Promoters (9-10), Passives (7-8), and Detractors (0-6) Track additional feedback comments for deeper insights 2. Customer Information Table Maintain a database of customers who participate in NPS surveys Store details like name, email, customer segment, and purchase history Link survey responses to specific customers for personalized follow-ups 3. NPS Score Analysis Table Calculate Net Promoter Score (NPS) based on survey results Monitor trends and fluctuations over time Generate insights to improve customer satisfaction strategies Each table is fully customizable, allowing you to adapt the template to your business needs. You can automate calculations, set up alerts, and visualize trends using Stackby’s intuitive tools. Key Features & Benefits Automated NPS Calculation: Instantly calculate your NPS score based on survey responses Customer Segmentation: Identify promoters, passives, and detractors to tailor engagement strategies Real-Time Feedback Analysis: Track NPS trends over time for data-driven decision-making Customizable Surveys: Modify fields to match your business needs and survey formats Collaboration & Workflow Automation: Share data with teams, assign follow-ups, and automate alerts Who Can Use This Template? Customer Experience Teams: Improve retention and satisfaction based on NPS feedback Marketing Teams: Analyze promoter data to create referral and loyalty campaigns Product Managers: Gather insights to refine product offerings based on customer feedback SaaS Companies & eCommerce Businesses: Measure user satisfaction and optimize customer journeys How to Get Started with the NPS Survey Template Access the Template on Stackby Customize Fields to align with your NPS survey process Start Collecting Feedback from customers via email, web forms, or other survey tools Analyze the Data using Stackby’s automated calculations and visualizations Take Action by addressing concerns from detractors and engaging promoters for referrals With Stackby’s automation features and structured workflow, managing NPS surveys has never been easier.

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 

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.

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

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.

Are you tired of dealing with the chaos of product development and operations? Do you wish there was a way to streamline the entire process and ensure everything runs like clockwork? If yes, look no further than Stackby's Product Operations Template!  Our template is designed to help you effectively manage your product development lifecycle, from ideation to launch and beyond. With a range of features and sections, it's the ultimate tool for anyone involved in product operations.  So, let's take a closer look at what this template offers and how it can benefit your business. What is Product Operations? Product Operations (Product Ops) is a business function that supports product development teams to ensure successful product launches, maintenance, and growth.  It encompasses various activities facilitating product development and management, including project management, process improvement, stakeholder management, and analytics. Why is Product Operations Important? For product led companies, product operations helps you track the entire customer journey: from onboarding, trial, purchase, expansion and renewal and optimizing that process along the way. It helps various teams stay on the same page and ensure customer success. Role of Product Operations Manager - What do they do? Product Operations Managers are responsible for managing the product development process from ideation to launch. They work closely with cross-functional teams, including engineering, design, marketing, and sales, to ensure the product is developed according to the roadmap and delivered on time.  They are also responsible for creating processes and frameworks that help streamline product development and ensure everyone is aligned and working towards the same goals. Digging Into Details About Stackby's Product Ops Template Stackby's Product Operations Template is a comprehensive tool that assists product managers, product operations managers, and other stakeholders in managing product development and release.  Its features and sections help organize and track product development activities. The best part about our Product Ops template is that it is fully customizable, which means that you can tailor it to meet the specific needs of your team or project.  Who can use Product Operations Template? Stackby's Product Operations Template is designed for Product Operations Managers, teams, and stakeholders involved in product development. It is ideal for businesses of all sizes that want to streamline their product development process and ensure everyone is aligned and working towards the same goals. Why Do You Need a Product Operations Template? Product operations management is a complex process that involves multiple teams and stakeholders. A well-structured and organized approach to product operations can make the difference between a successful product and a failed one.  Here are some key benefits that you can reap by trying out Stackby's Product Ops Template: 1. Streamline Your Product Development Lifecycle: The Product Operations template helps you manage your product development lifecycle in a structured and organized way. It allows you to track progress and make data-driven decisions efficiently. 2. Prioritize Your Backlog Effectively: This template allows you to prioritize your product backlog based on factors such as impact, effort, and feasibility. It helps you focus on the most critical features first. 3. Manage Releases: It provides a central location to manage releases, track their progress, and ensure they are delivered on time and with high quality. 4. Collaborate with Teams Easily: The Product Ops template makes collaborating with different teams involved in product operations easy. It includes product management, engineering, design, and quality assurance. Using Stackby's Product Operations Template simplifies your product operations management, reduces errors and redundancies, and ultimately delivers a better product to your customers. How to Tailor Stackby's Product Operations Template for Your Business? As mentioned above, Stackby's Product Operations Template is fully customizable, so you can tailor it to cater to your unique business requirements.  To effectively carry out this work, start by identifying the areas of your product development process that need improvement. Next, you need to add or remove sections, modify fields and columns, and set up automation as required.  Make sure that you are clear on your project goals before doing this. You can also integrate the template with other tools, including Jira. Different Sections of the Product Operations Template: Stackby's Product Operations Template is divided into sections covering different product development aspects. It includes the following: 1. OKR:  This section of the Product Ops template helps you define your Objectives and Key Results (OKRs) for your product development process. It allows you to set clear goals and measure progress towards them. 2. Projects: In this table, you can track all the ongoing and upcoming projects related to your product development process. You can assign team members, set deadlines, and monitor the progress of each project. 3. Customer Feedback: Customer feedback is crucial for improving your product. This section of the template lets you collect, organize, and analyze customer feedback, helping you identify areas of improvement and make data-driven decisions. 4. Sprints: This section helps you plan and manage your sprints, which are short development cycles focused on delivering specific features. You can create and assign sprints, set goals, and track progress. 5. Sprint Tasks (JIRA): If you use Jira for issue management, this section allows you to integrate it with your Stackby template. You can track sprint tasks and their status in real time. 6. Launch Assets: Finally, in this section, you can manage all the assets needed for launching your product, such as marketing materials, sales collateral, and product documentation. You can organize them by launch date and keep track of their status. Ready for a Flawless Product Development Lifecycle Management Experience? With Stackby's Product Operations Template, you can streamline your product development process - objectives, sprints, releases, features, user feedback, and launch assets.  This one-of-a-kind tool assists you in effectively optimizing collaboration and communication among cross-functional teams and ensuring that your product meets customer needs and business goals.Try it out today by signing up on Stackby and experience a seamless product development lifecycle management experience. Check Out Other Related Product Templates: Agile Product Planning Template  Product Roadmap

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 

Optimize User Experience Research with the UX Research Template User experience (UX) research plays a crucial role in designing products that align with user needs and expectations. Whether you're a UX designer, product manager, or researcher, managing data from user interviews, surveys, and usability tests can be overwhelming. The UX Research Template in Stackby helps streamline the entire research process—allowing you to collect, organize, and analyze insights in one place. This no-code, fully customizable template enables you to track research objectives, compile user feedback, and gain valuable insights to improve your product’s usability. With structured tables, automation, and collaboration features, the UX Research Template simplifies your workflow, ensuring you can focus on making data-driven design decisions. Why Use the UX Research Template? Conducting UX research involves handling large volumes of qualitative and quantitative data. Without a proper system, insights can easily get lost, misinterpreted, or underutilized. This template helps you: Centralize UX research data in an organized, searchable format. Track user interviews and surveys to capture valuable feedback. Streamline usability testing by documenting pain points and recommendations. Improve team collaboration by sharing insights in real time. Enhance decision-making with data visualization and filtering tools. How This Template Works in Stackby The UX Research Template is structured into key tables that help manage different aspects of the research process. 1) Research Objectives Define the purpose and goals of each research study. Document the target audience and key questions to explore. Assign priority levels to different research tasks. 2) User Interviews Log participant details, demographics, and interview dates. Capture qualitative insights, pain points, and behavior patterns. Tag common themes and categorize responses for easier analysis. 3) Usability Testing Record test sessions, tasks performed, and completion times. Note usability issues, friction points, and tester feedback. Assign severity levels to usability concerns for prioritization. 4) Survey Responses Store responses from user surveys conducted via forms or feedback tools. Analyze trends, satisfaction scores, and feature requests. Export data for deeper analysis and visualization. 5) Insights & Recommendations Summarize key findings and actionable takeaways. Provide recommendations to the design and development teams. Track implementation progress for suggested improvements. Key Features & Benefits Customizable fields and views to match your research workflow. Real-time collaboration for seamless team updates. Automation and integration with research tools and survey platforms. Data filtering and sorting for easy analysis. Centralized documentation for quick reference and insight tracking. Who Can Use This Template? This template is designed for: UX designers and researchers managing user research projects. Product managers making data-backed decisions. Marketing teams gathering insights into customer behavior. Startups and enterprises focused on building user-centric products. Getting Started with the UX Research Template Import the template into your Stackby workspace. Customize fields based on your research methodology. Start adding user feedback, survey responses, and usability test data. Use filters and views to analyze insights effectively. Collaborate with your team and take action on research findings.