YOUR FIRST-CUSTOMER WORKSHEET

Start with one channel test, then use one entry per prospect. Keep contact details and conversation notes private. Add dates so an unanswered message is not confused with a declined offer.

1. FIT DEFINITION
Buyer: ____. Current problem: ____. Relevant trigger: ____. Result I can deliver: ____. Poor-fit criteria: ____.

Notes:


2. CHANNEL CHOICE
Channel and location: ____. Dated evidence of a relevant need: ____. Who participates: ____. Permitted way to respond: ____. Why this route is reachable without an audience: ____.

Notes:


3. TEST AND PROOF
First useful action: ____. Sample or demonstration I can show: ____. What it proves and does not prove: ____. Time/spending limit: ____. Review date: ____.

Notes:


4. PROSPECT RECORD
Person/business: ____. Source and date: ____. Fit evidence: ____. Still unknown: ____. Appropriate route to contact: ____.

Notes:


5. CONVERSATION NOTES
Recent example: ____. Current alternative: ____. Priority: ____. Decision maker/process: ____. Timing: ____.

Notes:


6. OFFER AND STATUS
Scope: ____. Price: ____. Date offered: ____. Status (researching / invited / conversation / offer / paid / declined): ____.

Notes:


7. NEXT ACTION
Action: ____. Owner: ____. Agreed follow-up date, if any: ____. Stop or revisit condition: ____.

Notes:


8. BATCH REVIEW
Channel and dates: ____. Hours/spending: ____. Prospects identified: ____. Contacted: ____. Conversations held: ____. Offers made: ____. Paid customers: ____. Open decisions: ____. One change to test: ____.

Notes:


Next action: Choose one channel and find one dated request or brief from a suitable buyer. Record why it fits and how you can respond usefully before making an offer.

Companion lesson: https://www.mentor-app.io/learn/find-your-first-customers/