How to use the Customer story outline template

Start a board from it
Use this template opens a new Freero board with the Customer story outline template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Customer story outline”.
Follow the instruction on the board
“Interview the customer for 30 minutes and use their words. Lead with the result in numbers; nobody reads a case study to the end.”
Fill in each part
- Who are they, in one line?
- What was hard before?
- Why did they choose us?
- What changed, in numbers?
- The quote that sums it up
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Customer story outline board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

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