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Customer discovery⁠

Ready-made example. Test it from “What people see”, change anything, and test again. Edits stay in this tab until you make it yours.

  • Overview
  • Report

Responses

7

In progress

1

Not started yet

2

Responses started

8

A sample report from 7 made-up responses. Yours builds itself as people submit.

Headline

The pain is real but periodic: it peaks at month-end close, costs 4 to 8 hours each time, and everyone works around it with spreadsheets they distrust.

Agreement

  • Month-end reconciliation is the worst moment (6 of 7).
  • Spreadsheets are the current fix; nobody trusts them.
  • Switching needs to work with their existing accounting tool.

Disagreement

  • Larger teams would pay for automation; smaller ones want a cheap template.

Red flags

  • Two people said IT approval for a new tool takes over three months.

At a glance

Answers by question and respondent
RespondentLast time it happenedCurrent workaroundMust have to switch
RachelFinance managerLast close took a whole weekendShared spreadsheetSyncs with our accounting tool
DevOps leadCaught a $12k mismatch lateManual double-checksFlags mismatches automatically
Anonymous respondentEvery month, around the 28thAn internCheap enough to expense

Individual responses

Each one was written up from a private interview and approved by the person who gave it.

  1. Rachel · Finance manager

    Last time it happened
    Last close took a whole weekend
    Current workaround
    Shared spreadsheet
    Must have to switch
    Syncs with our accounting tool

  2. Dev · Ops lead

    Last time it happened
    Caught a $12k mismatch late
    Current workaround
    Manual double-checks
    Must have to switch
    Flags mismatches automatically

  3. Anonymous respondent

    Last time it happened
    Every month, around the 28th
    Current workaround
    An intern
    Must have to switch
    Cheap enough to expense