How to use the Discovery call guide template

Start a board from it
Use this template opens a new Freero board with the Discovery call guide template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Discovery call guide”.
Follow the instruction on the board
“Talk for less than a third of the call. Don’t demo until you can repeat the problem back in their words and they agree.”
Fill in each part
- Tell me about how you handle this today.
- What made you look for something now?
- What does it cost you if nothing changes?
- Who else is involved in deciding, and how?
- What would you need to see to move forward?
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 Discovery call guide 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.

Ideal customer profile
Describe the customers you win, keep and grow best: their traits, the trigger that makes them buy, and the signs of a bad fit.
Customer success plan
Agree with a customer what success looks like for them, how you will both measure it and what each side does this quarter.
Support escalation review
Look back at the tickets that had to be escalated this month, find why they got stuck and fix the causes, not just the tickets.
Support playbook
Write down how your team handles a common kind of ticket: how to spot it, what to ask, what to do and when to hand it on.
Customer advisory board
Plan a session with a small group of key customers: who to invite, what to ask them, what to share and how you will follow up.
Survey score follow-up
Turn last month’s customer satisfaction scores and comments into calls to make, themes to share and fixes to start.