Startup accelerator

From idea all the way to product launch. Bring your ideas to life by following our phases.

Sessions
14
Steps
83
Last edited
Aug 20, 2026
Created by
Nova

About this process

From idea all the way to product launch. Bring your projects to life by following each phase. Includes: Branding, Financing, Elevator pitch, UI Guidelines, Daily KPIs, etc

The process in detail

14 sessions · 83 steps
01

Value Proposition Canvas

9 steps
  1. 1

    Get familiar with this tool

  2. 2

    Job-to-be-done.

  3. 3

    Pains.

  4. 4

    Gains.

  5. 5

    Unpacking your value proposition: Product and Service Features.

  6. 6

    Unpacking your value proposition: Gain creator and Pain relievers.

  7. 7

    Value proposition statement.

  8. 8

    🤓 Tips: Thinking About User Pains

  9. 9

    🤓 Tips: Key Questions.

Read the full text
1. Get familiar with this tool

The Value Proposition Canvas is the perfect tool for understanding how customers and users make decisions. This tool will help you create offers and sales pages that they will find appealing. You will be able to easily persuade them by directly connecting with their pain points.

2. Job-to-be-done.

These are simply the jobs your customer needs to perform each day.

Think about the functional, social, and emotional tasks customers are trying to perform, problems they are trying to solve, and needs they wish to satisfy.

Ask yourself - What social, emotional, cognitive, and functional jobs does your customer do on a daily basis? Why?

Work on the whiteboardValue Proposition
3. Pains.

Think about the negative experiences, feelings, and risks that the customer experiences while they are trying to get the job done.

•What is annoying (troubling) your customers?
•What negative emotions do they experience?

Types of User Pains

User pains can generally be categorized into a few broad types:

🛌Functional Pains: These relate to the specific tasks users are trying to accomplish or the functional problems they encounter with current solutions. Examples include inefficiencies, poor usability, or lack of functionality.

🤑Financial Pains: These are concerned with the costs associated with using a solution, whether those costs are monetary, time-related, or resource-intensive. Users may feel that a product is too expensive, not worth the cost, or that it requires too much investment for the return it provides.

💁‍♀‍🙋🧑‍💼Social Pains: These involve the way a product or service affects a user’s social interactions or standing. For example, users might worry about how using a product will be perceived by others, or they might feel a product doesn’t fit their identity.

❤️Emotional Pains: These are related to users' feelings about their interactions with a product or service. This can include frustrations with customer service, the stress of complex interfaces, or anxiety about reliability.

🤫Process Pains: These pains occur when existing solutions complicate processes or workflows. Users might be frustrated by solutions that integrate poorly with other tools, have steep learning curves, or require cumbersome steps to achieve results.

4. Gains.

What benefits would the customer expect? What would they need? What would delight customers? What things may increase the likelihood of adopting a value proposition? What would make your customer happy?

5. Unpacking your value proposition: Product and Service Features.

Having explored our customer's motivations, pains, and gains - we can start describing our Product and Service Features. Start with the product and service section. Product and Service Features:** The products and services which create gain and relieve pain, and creates value for the customer. Here is where you’re literally selling – like when mattress companies talk about their materials and extended warranties.

6. Unpacking your value proposition: Gain creator and Pain relievers.

Why do these features mean anything? Why are those features important?

•Pain Relievers: Remove current frustration and an exact description of how the product or service alleviates customer pains.
•Gain Creators: Offer them something new (added value). For example: "Comfortable, socially conscious, I get additional resources for free, etc"

What value do we deliver to the customer/user?

7. Value proposition statement.

Write your value proposition statement. This can be added anytwhere in the whiteboard or inside the conclusions section.

Value proposition statement template:

•Our [🛵product/service] helps [🙂user type/target segment] who wants to [job to be done] by [verb (like reducing, avoiding)] and [customer pain] and [verb (increasing/enabling) [customer gain] unlike [...]
•We help [🙂target segment] to solve [defined problem/pain]. Unlike other solutions we [differentiation]
•We help [🙂target segment] who [opportunity] our [🛵product or service] is [product category] that [statement of benefit]. Unlike other solutions we [differentiation]
•Our [🛵product/service] helps [🙂customer type/target segment] who experience [problem] to reduce [problem/pain] and increase [benefit] through [solution] for a [type of transition]

Type of value:

•Functional - Save time/money/effort
•Personal - Feel better/ Feel safe
•Social - Look good/professional
•Entertainment - Smile/Amaze/Fun
8. 🤓 Tips: Thinking About User Pains

To effectively address user pains, consider the following steps:

•Empathize with Your Users: Start with qualitative research such as interviews, focus groups, and ethnographic studies. Spend time understanding who your users are, what their days look like, and where their points of friction lie. Persona development and empathy mapping are useful tools in this phase.
•Identify and Validate Pains: Through your research, compile a list of potential user pains. Validate these pains by observing users in their environment or by asking targeted questions that let you measure the frequency and intensity of these pains. Surveys and A/B testing can also provide data on how widespread and critical these pains are.
•Prioritize Pains: Not all user pains are equally important. Prioritize them based on their impact on the user’s experience and the frequency with which they occur. Focus on pains that, when solved, will provide the most value and satisfaction to your users.
•Develop Pain Relievers: For each significant pain point, brainstorm potential solutions. These solutions should directly address the pain in a way that is noticeable and meaningful to the user. This stage often involves creative problem-solving to find novel or improved ways to alleviate these pains.
•Test and Iterate: Once you have potential solutions, prototype them and test them with users. Monitor how effectively these solutions relieve pain and refine them based on feedback. This iterative process helps hone your offering to better meet user needs.
•Align with Your Overall Value Proposition: Ensure that your pain relievers are aligned with your overall value proposition. They should not only alleviate pain but also enhance the core benefits and unique selling points of your product or service.
9. 🤓 Tips: Key Questions.

Who are our customers really?

•Have we fully understood the demographic and psychographic profiles of our target market?
•Are there underserved customer segments that we haven't considered yet?

What do our customers truly value?

•What are the non-obvious desires and needs of our customers?
•How might these needs evolve in the future?

What jobs are our customers trying to get done?

•Are there jobs our customers are struggling with that no current offerings address?
•Can we identify any jobs-to-be-done that are emerging due to changes in technology, society, or regulations?

What pains are our customers experiencing?

•Which customer pains are most intense and therefore most impactful to address?
•Are there pains that customers have resigned themselves to that we might eliminate?

What gains are our customers seeking?

•What are the ultimate benefits our customers hope to gain from completing their jobs?
•Are there gains that our customers have not yet imagined that we can provide?

How are current solutions underperforming for our customers?

•Where do existing products or services fall short in satisfying customer needs?
•What are the most frequent complaints or frustrations with current market offerings?

How can we eliminate or reduce customer pains in ways that others can’t?

•What innovative approaches can we employ to address these pains?
•Can technology, unique partnerships, or new business models offer new pain relievers?

How can we create gains that are superior to the competition?

•What can we offer that would delight customers, possibly creating a wow factor?
•How can we exceed customer expectations in a manner that is difficult for competitors to replicate?

What’s the minimum viable product (MVP) that would test our new value proposition?

•What features must this MVP have to adequately relieve pain and create gain?
•How can we use the MVP to learn the most about customer preferences with the least effort?

How does our value proposition fit within the broader trends in the industry?

•Are there macroeconomic, social, or technological trends that support or threaten our value proposition?
•How might we leverage these trends to enhance our offering?

What assumptions are we making about our customers and market?

•Which assumptions are the riskiest, and how can we test them quickly and cheaply?
•How can we incorporate continuous customer feedback to challenge and refine these assumptions?

How scalable is our value proposition?

•If our solution succeeds, how easily can it be scaled regionally, nationally, or globally?
•What barriers to scaling might we encounter, and how can we mitigate them early on?

🔥These questions are designed to push your thinking and help you uncover new ways to add value for your customers. By exploring these areas thoroughly, you can craft a value proposition that not only meets the current market needs but also anticipates and shapes future demands.

Value Proposition
  • Value proposition canvas
  • The Value Proposition Board is the perfect tool to understand the customer. This tool was developed by Alex Osterwalder, and is one of the best tools available to help you in this regard.
  • This is a sticky note!
02

Customer Journey

4 steps
  1. 1

    Define the customer persona

  2. 2

    Define the customer journey

  3. 3

    Prioritize and implement changes:

  4. 4

    Measure the impact of changes:

Read the full text
1. Define the customer persona

Imagine you're trying to help a specific friend. You need to know everything about them - their age, job, hobbies, what makes them tick. The more detail, the better! Put yourself in their shoes and try to see the world from their perspective.

•Mental model: Empathy mapping - put yourself in the customer's shoes to understand their perspective.
•Formula: Demographic + Psychographic + Behavioral data = Comprehensive customer persona
2. Define the customer journey

Map out the customer journey stages:

Think about the key moments in your friend's journey with your product or service. It's like a story with different chapters - from when they first hear about you, to when they're considering options, making a decision, and hopefully, becoming a loyal fan.

Identify customer touchpoints:

Now, list out all the ways your friend interacts with your brand. It could be your website, a store visit, an ad, or a chat with customer service. Don't forget about the less obvious ones too!

Highlight customer actions:

At each touchpoint, what is your friend doing? Are they clicking a button, making a call, or filling out a form? Be specific about their actions, and think about what job they're trying to get done.

Uncover customer emotions:

Here's where empathy really comes in. How is your friend feeling at each stage? Excited? Frustrated? Confused? Use surveys, interviews, and good old-fashioned conversation to get a sense of their emotional state.

Identify customer pain points:

Pay attention to the moments where your friend gets stuck, annoyed, or ready to give up. These are the pain points you need to focus on. Look for patterns across different friends' experiences.

Uncover opportunities for improvement:

Now that you know where the rough patches are, brainstorm ways to smooth them out. Some might be quick fixes, while others might take more time and effort. Prioritize based on what will have the biggest impact on your friend's experience.

3. Prioritize and implement changes:

You can't do everything at once, so pick the most important changes to make first. Think about what will give you the biggest bang for your buck in terms of making your friend's life easier.

4. Measure the impact of changes:

After you've made some changes, check in with your friend to see how it's going. Are they happier? Are they sticking around longer? Are they telling their friends about you? Keep track of the key numbers that show you're making a difference.

Continuously update and optimize the journey map:

Your friend's needs and preferences will change over time, so keep your journey map up to date. Check in regularly, get feedback, and make adjustments as needed. Think of it as an ongoing conversation, not a one-time chat.

03

SWOT

5 steps
  1. 1

    Define your current situation

  2. 2

    What external factors are affecting your business or the current situation?

  3. 3

    Evaluate your Strengths, Weaknesses, Opportunities, and Threats

  4. 4

    Highlight key insights and findings from the board/discussion

  5. 5

    Discuss new strategies and business opportunities based on your findings (Optional)

Read the full text
1. Define your current situation

What is the purpose of this analysis? What are you trying to evaluate or find? What major challenges are you facing?

Write a note
2. What external factors are affecting your business or the current situation?
Write a note
3. Evaluate your Strengths, Weaknesses, Opportunities, and Threats

The SWOT tool is divided into internal and external factors.

•Strengths: Strengths are an internal factor of the product or services that provide an advantage over other products. They are normally considered as a competitive advantage. These kinds of features can be a product or business characteristic.
•Opportunities: Opportunities are external to the product or business and normally are related to partnerships and strategies. Some companies also add the strategies that are currently in consideration in this section.
•Weaknesses: Internal product or business factor that puts it at a disadvantage when the customer or stakeholders are competing for your product or business to other alternatives.
•Threats: External factors impacting or that can impact the product or business. This area is sometimes preventive and can focus on forecasting new technologies, policies, natural disasters, etc.
Work on the whiteboardSWOT
4. Highlight key insights and findings from the board/discussion
Write a note
5. Discuss new strategies and business opportunities based on your findings (Optional)

Evaluate the following strategies:

•Attack Strategies
•Avoid Strategies
•Reinforce Strategies
•New Market Opportunities
Work on the whiteboardSWOT
SWOT
  • Strengths are an internal factor of the product or services that provides an advantage over other products. They are normally considered as a competitive advantage. These kinds of features can be a product or business characteristic.
  • Internal product or business factor that puts it at a disadvantage when the customer or stakeholders are competing for your product or business to other alternatives.
  • 01
  • DEFINE YOUR SITUATION
  • This is a sticky note.
  • This is a sticky note.
  • 02
  • EXTERNAL FACTORS AFFECTING YOUR BUSINESS OR SOLUTION.
  • This is a sticky note.
  • External factors impacting or that can impact the product or business. This area is sometimes preventive and can focus on forecasting new technologies, policies, natural disasters, etc
  • Opportunities are external to the product or business and normally are related to partnerships and strategies. Some companies also add the strategies that are currently in consideration in this section.
04

Business Model

9 steps
  1. 1

    🧠 Clarify the Value Proposition

  2. 2

    💬 Customer Relationships — How You Connect, Retain, and Grow Each Segment

  3. 3

    🎯 Identify Customer Segments

  4. 4

    💬 Channels & Relationships — How You Reach and Keep Them

  5. 5

    ⚙️ Key Activities & Resources — How You Deliver Value

  6. 6

    🤝 Key Partners — Who Amplifies or Enables You

  7. 7

    💰 Revenue Streams & Cost Structure — How the Engine Works

  8. 8

    📊 Validate and Turn It Into a Visual Deck

  9. 9

    🚀 Decide the 3 Next Strategic Moves

Read the full text
1. 🧠 Clarify the Value Proposition

Start with the core of everything: what real problem do you solve, for whom, and why it matters now. Don’t describe features — describe the change you create. Ask yourself:

•“What pain or frustration do I eliminate completely for my customer?”
•“What gain or outcome do I make possible that they couldn’t achieve before?”
•“Why is this problem worth solving right now?”
•Which needs are you satisfying?
•Why do they need you and when?

Value proposition statement template:

Our [🛵product/service] helps [🙂user type/target segment] who wants to [job to be done] by [verb (like reducing, avoiding)] and [customer pain] and [verb (increasing/enabling) [customer gain] unlike [...]

🎯Type of value:

Functional - Save time/money/effort

Personal - Feel better/ Feel safe

Social - Look good/professional

Entertainment - Smile/Amaze/Fun

✅ Tip: If your statement can’t finish the sentence “Customers pay us because…” — it’s still too vague.

2. 💬 Customer Relationships — How You Connect, Retain, and Grow Each Segment

Most people fill this box with vague words like “support” or “community.” That’s not enough.

This block should define how you build trust, maintain engagement, and turn customers into promoters — and it must be designed intentionally, not assumed.

Here’s how to think about it step-by-step:

1 | Clarify the Purpose of the Relationship

Ask yourself:

•“What do customers expect from us — and what could pleasantly surprise them?”
•“Do they want speed and automation, or human touch and guidance?”
•“What kind of relationship fits our value proposition?”

✅ Tip: Every relationship type should increase the customer’s likelihood of success. If it doesn’t, it’s just noise.

2 | Choose the Relationship Type for Each Segment

Use these five classic relationship archetypes as a starting point — then adapt them to your context:

1.Personal Assistance: Human interaction, support, onboarding.
2.Self-Service: Automated systems where customers guide themselves.
3.Automated Service: AI or triggers that personalize experiences.
4.Communities: User groups that exchange help and inspiration.
5.Co-Creation: Customers actively contribute to product or content.

3 | Map the Relationship to the Customer Journey.

•How do we make the first impression effortless?
•How do we keep them engaged and successful?
•How do we encourage advocacy or upsell?

✅ Formula:

Relationship Journey = [Onboarding Experience] + [Retention Routine] + [Expansion Mechanism].

4| Design Moments That Feel Personal & Integrate Relationships Into Operations

Add emotional intention. Customers remember how you made them feel.

Summarize it in one powerful statement: We build [type] relationships with [segment] through [method], to [outcome].

3. 🎯 Identify Customer Segments

Define the specific groups of customers you serve — and the difference between them.

Avoid generic audiences (“companies,” “SMBs”). Think in jobs, pains, and behaviours:

•“Who feels this pain most intensely?”
•“Who benefits fastest when we fix it?”
•"Who is already trying to solve it another way?”

Use this structure:

👉 Segment = [Type of Customer] + [Core Pain] + [Decision Maker Role] + [Buying Trigger]

Example: “Marketing agencies (10–50 people) that lose time managing multiple clients and projects — Operations Director buys when workload spikes.”

💡 Tip: Focus on the one who signs the contract, not everyone who uses the tool.

4. 💬 Channels & Relationships — How You Reach and Keep Them

Map how customers discover you, evaluate you, and stay with you. Think end-to-end.

Ask yourself:

•“Where are they already looking for solutions like ours?”
•“Where do they feel most confident buying?”
•“What moments can I design to build trust before I sell?”

Use the Customer Journey Formula:

👉 Awareness → Consideration → Purchase → Onboarding → Retention → Referral

Write the main channel(s) for each stage and note which one converts best.

✅ Tip: Double down on channels where trust > reach (referrals > ads).

Write a note
5. ⚙️ Key Activities & Resources — How You Deliver Value

List what you must do consistently to deliver your promise — not what you “could” do.

Ask yourself:

•“If we stopped doing this for a month, would customers notice immediately?”
•“What is so core that if we outsourced it, we’d lose our advantage?”

Use this formula:

👉 Key Activities = [Action] + [Purpose] + [Strategic Impact]

Example: “Design scalable onboarding templates → reduce customer time-to-value → increases retention.”

Then pair each activity with the resources that make it possible:

👉 Resource = [Type] + [Why It’s Critical]

Example: “Team of process designers → ensures every template drives real results.”

💡 Tip: Limit to 3–5 per category — otherwise, you’re listing your to-do list, not your model.

Write a note
6. 🤝 Key Partners — Who Amplifies or Enables You

Think strategically: who makes you stronger, cheaper, or faster?

Ask:

•“Who already reaches the audience we need?”
•“Who makes a part of our business possible that we couldn’t do alone?”
•“Who reduces our risk or fixed costs?”

Use this formula:

👉 Partner = [Entity] + [What They Provide] + [How It Strengthens Our Model]

Example: “Integration with Notion → adoption channel + credibility.”

✅ Tip: Great partnerships change your economics — if they don’t, they’re just suppliers.

Write a note
7. 💰 Revenue Streams & Cost Structure — How the Engine Works

Get brutally clear about where money comes from and where it goes.

Start with:

•“What exactly do customers pay for — outcomes, access, or expertise?”
•“How do we price (subscription, usage, success fee)?”

Then list your key costs — people, tech, marketing — and mark the ones that grow faster than revenue with ⚠️.

Ask: “If revenue doubled, which cost would choke us first?”

✅ Tip: A good model shows leverage — one side grows faster than the other.

Write a note
8. 📊 Validate and Turn It Into a Visual Deck

Download your canvas and use this AI prompt to turn it into a 1-slide summary you can share with investors or teammates:

“Using this Business Model Canvas, create a clean presentation slide summarizing the 9 blocks, highlighting key insights, and suggesting one area to optimize for growth.”

Upload your deck and share it with your team to confirm accuracy.

✅ Tip: The moment you can explain your model clearly in 60 seconds — you own it.

Write a note
9. 🚀 Decide the 3 Next Strategic Moves

Look at your completed canvas and ask:

•“Which part feels weakest or most uncertain?” (e.g., channels, pricing, segment).
•“What can we test this month to validate or improve it?”

Pick 1 to 3 actions — one to validate, one to improve, one to scale.

Add a new session, and write them as action = [What] + [Why] + [Deadline] and assign them.

✅ Tip: Strategy is iteration — clarity without movement means nothing.

Write a note
Business Model
  • Our [🛵product/service] helps [🙂user type/target segment] who wants to [job to be done] by [verb (like reducing, avoiding)] and [customer pain] and [verb (increasing/enabling) [customer gain] unlike [...]
05

Idea Development

9 steps
  1. 1

    Product, idea, challenge or service you would like to brainstorm about or reinvent?

  2. 2

    💫 Substitute

  3. 3

    🍋+🧀 Combine

  4. 4

    🔮 Adapt

  5. 5

    🧙‍♀‍🌡💧🌧🌊❄ Modify (or Magnify/Minify)

  6. 6

    🧠🦾🦿Put to Another Use

  7. 7

    🕳💢 Eliminate: What could we remove to make it more efficient? How would eliminating parts affect functionality?

  8. 8

    ⏲⌛ Reverse (or Rearrange): What happens if we do this backward?

  9. 9

    What ideas do you want to continue exploring and why?

Read the full text
1. Product, idea, challenge or service you would like to brainstorm about or reinvent?

To provide more information share "why". You can add this information to the "Goals and Instructions" area.

Write a note
2. 💫 Substitute

Ask yourself, “What else could we use instead?” “How would this change the outcome?” "Can I substitute materials, roles, or tools to improve this?" "What if we used a different technology or resource?" 💫

Add one idea per sticky note and vote those that you love. 👍

Add sticky notes
3. 🍋+🧀 Combine

Look for opportunities to merge ideas, processes, or products to create something new or add value. Think, “What can we blend together?” or “How can elements work better together?”

Can we combine features from different products? What if we integrated this with another service or solution?

Add one idea per sticky note and vote those that you love. 👍.

Add sticky notes
4. 🔮 Adapt

Adapt existing elements to new purposes or contexts. Think about “What similar solutions exist elsewhere?” and “How could they be adjusted to fit our needs?”

Example Questions: How can we adapt an idea from a different industry? What other uses or contexts could this have?

Add one idea per sticky note and vote those that you love. 👍.

Add sticky notes
5. 🧙‍♀‍🌡💧🌧🌊❄ Modify (or Magnify/Minify)

Experiment with altering size, scope, frequency, or intensity. Imagine, “What if we increased or decreased certain elements?” and “How would scaling this up or down change its impact?”

Example Questions: Can we make it bigger, faster, or stronger? Could we simplify or reduce it without losing value?

Add one idea per sticky note and vote those that you love. 👍.

Add sticky notes
6. 🧠🦾🦿Put to Another Use

Consider alternative ways this could be applied, beyond its original purpose. Ask, “How else could this serve us?” and “What other problems could this solve?” 🧠🦾🦿

Add one idea per sticky note and vote those that you love. 👍.

Add sticky notes
7. 🕳💢 Eliminate: What could we remove to make it more efficient? How would eliminating parts affect functionality?

Focus on streamlining by removing unnecessary components or features. Think, “What’s redundant?” and “What can we do without to simplify?”

Add one idea per sticky note and vote those that you love. 👍.

Add sticky notes
8. ⏲⌛ Reverse (or Rearrange): What happens if we do this backward?

Play with the structure, order, or direction of elements to discover new arrangements. Imagine, “What happens if we do this backward?”“Can the process be rearranged to improve it?”" Can we reverse the order of steps? Could rearranging features make it more intuitive or impactful?" ⏲⌛

Add one idea per sticky note and vote those that you love. 👍.

Add sticky notes
9. What ideas do you want to continue exploring and why?
Add notes
06

Competitive Analysis: Strategy

3 steps
  1. 1

    Add your competitors to the board.

  2. 2

    Competitors analysis.

  3. 3

    Comments and thoughts

Read the full text
1. Add your competitors to the board.

Add your direct competitor in the red column and substitute competitors inside the black and grey columns.

•Direct competitors (key competitors): They have the same target market and the same solution. Make sure you are not losing too many users/customers because of them.
•Potential competitors: Direct target market and/or a different product.
•Substitute competitor: Don't solve the same problem and/or same target market. They often can be used as a substitute.
Work on the whiteboardCompetitive Features
2. Competitors analysis.

Follow our 5 dimensions to understand and evaluate your competitors. Product core Size of the user base Design Brand Speed How to monitor your competitors? Go to websites like crunchbase.com and keep track of their funding and the amount of money they have to hire people, invest in marketing, etc. Acquisition and partnership:** Companies they are buying or partnering with. New features:** Go to mention.com , follow your competitors on Angelist, _LinkedIn_, and social media and use google alerts to get notified when new search results are available.

Work on the whiteboardCompetitive Features
3. Comments and thoughts

Add any final thoughts on what this means for your competitive advantage and how you might move forward based on areas of low or high ratings.

Write a note
Competitive Features
  • Name
  • Name
  • Name
  • Name
  • Name
  • This is a sticky note. Add sticky notes or text boxes.
  • Who is in charge of making the product? Who is the team?
  • How many users do they have? Market size.
  • Is their solution easy to use? Is their solution beautiful?
  • Perception people have of you. Level of customer loyalty and brand sentiment.
  • How quickly can you launch your new solution or feature? How agile is your team?
07

Product/Service Strategy: Define your Must-have

2 steps
  1. 1

    The Must-have (or must do) vs Must-avoid

  2. 2

    Start the discussion.

Read the full text
1. The Must-have (or must do) vs Must-avoid

Place product features and ideas you want to discuss onto the sticky board, and into the correct column. We have two columns: Must-have:** Excluding one of these qualities or features will be negative because the customer/user expects it or because it's very attractive to the customer. Must-avoid:** Excluding one of these qualities or features will be positive.

08

Product roadmap

2 steps
  1. 1

    Start defining or discussing your roadmap or timeline.

  2. 2

    Keep track of the original plan.

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1. Start defining or discussing your roadmap or timeline.

Before you start defining or discussing your roadmap or timeline, it’s a good idea to spend two minutes organizing it.

Decide how you want to structure it: by quarters, months, or milestones. Choose the top row format that fits your work best — for example, a calendar view, four quarters, or key milestones.

Next, define what each row will represent. It could be:

•Departments or teams (if several areas are collaborating on a shared goal).
•Phases of work (for example, “Research & Discovery” at the bottom and “Execution” at the top).
•Levels of importance (top = must-have, bottom = nice-to-have).
•Business focus (organized by customer journey stages, from awareness to retention).
•Impact on revenue (top rows for higher impact).
•Or simply people’s names, if you want to make responsibilities clear.

Once you’ve structured it, you can start adding the activities and initiatives that need to get done one by one.

See How It Works

💬Tip: If you need it, you can keep the top section to mark key milestones or goals — or remove it if it’s not relevant. Delete everything you don’t need.

2. Keep track of the original plan.

As time passes, things will naturally change, because the map is not the territory — and that’s fine. The goal is to keep track of the original plan and document the decisions, blockers, and challenges that affected it along the way, so you can learn from them.

To do this, turn the session into a recurring one. When a change happens, duplicate the current session (using the same template) and make updates in the new recurrence. Keep the original version untouched.

Then, add a note summarizing the changes and challenges inside conclusions. Stakeholders will be notified automatically, and they’ll be able to see both the original plan and the updated version — along with the reasons behind each change.

Over time, you’ll build a clear history of how your roadmap/timeline evolved, providing visibility, transparency, and shared learning across all stakeholders.

New Board
  • Decide how you want to structure it: by quarters, months, or milestones. Choose this one to plan by month. (or remove this graphic from this screen)
  • Add action or initiative
  • Add action or initiative
  • Add action or initiative
  • Add action or initiative
  • Add action or initiative
  • Add action or initiative
09

Pre-launch

4 steps
  1. 1

    Urgent

  2. 2

    Important (Must-do)

  3. 3

    Things to do (later)

  4. 4

    Nice-to-have

Read the full text
1. Urgent
Add tasks
2. Important (Must-do)
Add tasks
3. Things to do (later)
Add tasks
4. Nice-to-have
Add tasks
10

Discussion: Marketing & Sales Plan

10 steps
  1. 1

    What's your objective?

  2. 2

    Define your growth strategy

  3. 3

    Product: How is your product satisfying your customers' needs?

  4. 4

    Promotion: How do you increase your sales or your brand awareness?

  5. 5

    Price: What's the amount of money your customer or user is willing to pay for your solution?

  6. 6

    Place: Where do you sell your product or service?

  7. 7

    People: Who is your target market? How can your team help you develop a good solution and keep up with the competition?

  8. 8

    Process: How do you execute your idea or solution?

  9. 9

    Physical evidence: What elements will help you position your brand and target the right kind of customers or users?

  10. 10

    Strategy Overview (Optional)

Read the full text
1. What's your objective?

In the world of marketing, success hinges on your ability to understand and meet the needs of your target audience effectively. Whether you're launching a new product, revitalizing an existing brand, or seeking to outperform your competition, having a well-structured marketing strategy is essential.🥳

The first step towards creating an effective marketing plan is to set clear and inspiring objectives. Every organization measures success differently, so it's essential to tailor your goals to your unique circumstances. Here are some examples to consider:

•Increase customer retention and solution purchases.
•Achieve a 20% sales growth by December.
•Lead your industry by acquiring 1 million new clients (50% of the market) by January.

Try to be specific:

•I want to increase the number of sales by 10% by June.

Discuss your objective during the meeting or add the objective inside the " Session Goals and Instructions "

🤓If you need to discuss some ideas, you can scroll up.

Write a note
2. Define your growth strategy

Provide insights into your growth strategy and the approach your organization plans to take for the year. A growth strategy is your action plan for gaining a higher market share and expanding your organization. Use this space to address any questions or concerns your team may have.

Tip: A growth strategy is an action plan that will help you get a higher market share and grow your organization. This strategy can be short-term or long-term.

If you are not familiar with the options, check out our card deck "growth strategy"

Watch before you continue.

Work on the whiteboardStrategy
3. Product: How is your product satisfying your customers' needs?

Discuss and add your strategy to the board. Explore your product and how it satisfies your customers' needs. Engage your team in discussions about user expectations, the purpose of your product, differentiation, design, branding, and more.👉💯 At the core of your marketing strategy is your product or service. This "P" focuses on what you offer, its features, benefits, quality, design, and how it fulfills your customers' needs.

These questions will guide the discussion:

•What does a user expect from your product or solution?
•Why would they use your product?
•What is the purpose of your product or solution?
•What needs are you satisfying?
•How is your product different?
•In what fields and for what purposes will buyers use our product?
•What does it look like? Is the design user friendly and attractive? Is your website and marketing up-to-date? Are you following current design trends?
•Do all parameters (size, colors) perfectly match?
•What's your branding strategy?
•Are you missing features?
•Do you have any features that customers do not need but which can increase the price of the product?
Work on the whiteboardStrategy
4. Promotion: How do you increase your sales or your brand awareness?

"Promotion" revolves around how you communicate with your target audience. It includes advertising, public relations, sales promotions, social media, and any other tactics to spread the word about your product or service. 🙃Channels: Advertising, Internet marketing, TV or Radio advertising, etc. Discuss and add your strategy to the board.

These questions will guide the discussion:

•How will potential customers and users receive your message?
•When is your customer looking or listening to that type of media? What is the best time for your promotion?
•What social networks are you using and what's the strategy and purpose behind each of them?
•How is your competition promoting their solution?
•Develop a promotion strategy combining a few promotion techniques and channels, keeping in mind your budget and target market.
Work on the whiteboardStrategy
5. Price: What's the amount of money your customer or user is willing to pay for your solution?

🤑🤑🤑 Discuss and add your strategy to the board. The "Price" element pertains to the cost of your product or service. It involves pricing strategies, discounts, and considerations related to affordability and value for money.

These questions will guide the discussion:

•How much did I spend to develop the product? How much is my user/customer willing to pay?
•Would I need to change the price of a particular region?
•Will a price reduction help attract more clients?
•Is the current price competitive?
•What's the price structure?
Work on the whiteboardStrategy
6. Place: Where do you sell your product or service?

Discuss and add your strategy to the board. These questions will guide the discussion: Where are you going to offer the product? Do you have an online store? What type of store or product display better represents your product or solution? What distribution channels do you currently have? Is your distribution channel the same one as your competitors? Do you attend trade fairs, visit an online site, or use any type of salesforce?

Work on the whiteboardStrategy
7. People: Who is your target market? How can your team help you develop a good solution and keep up with the competition?

Discuss and add your strategy to the board. 🤷‍♂‍👨‍🎨👩‍🎤🤵‍♂‍👩‍🌾 Your team members and customer service personnel are a crucial part of the customer experience. The "People" aspect emphasizes the importance of well-trained, customer-focused staff who can enhance your brand's reputation.

These questions will guide the discussion:

Target Audience:

•Who are they? What is the size of your audience?

Employees:

•How are they going to stay relevant and up-to-date?
•Who can provide information and share their knowledge with your team? Who are the best specialists?
Work on the whiteboardStrategy
8. Process: How do you execute your idea or solution?

Discuss and add your strategy to the board. These questions will guide the discussion: How can you minimize costs and increase profits? How is your team managing the ideation process? What measures do you have in place to improve efficiency? How do you manage your project and keep your team motivated? Explore payment, distribution, ideation, sales, and other processes, and develop your strategy.

Work on the whiteboardStrategy
9. Physical evidence: What elements will help you position your brand and target the right kind of customers or users?

Physical evidence is all of the things that will help you become a well-known company, or help users to identify you. Think about things like comfort, usability, design, interface, etc. 🗣👥⏰⚡Sometimes referred to as "Presentation," this "P" is all about tangible aspects that contribute to your brand's image. It includes factors like packaging, branding, store layout, and overall physical presentation.

What elements will help you position your brand and target the right kind of customers or users?

Work on the whiteboardStrategy
10. Strategy Overview (Optional)

This step is optional.

👉With this template, you can define your final strategy. You can even download it and hang it on your wall.

Write a note
Strategy
  • STRATEGY OVERVIEW
11

Brainstorming: Early investors deck

7 steps
  1. 1

    Discuss Session Goals / Instructions (Optional)

  2. 2

    The description of the idea, project, or solution

  3. 3

    The value

  4. 4

    Your unique selling proposition (USP)

  5. 5

    Develop the description

  6. 6

    Mix and match until the description is exciting

  7. 7

    Start your powerpoint on Google Drive/Share Drive

Read the full text
1. Discuss Session Goals / Instructions (Optional)

In this step, add additional information or notes. The team may add their questions here.

Write a note
2. The description of the idea, project, or solution

Describe your idea, project, or solution here. This description should respond to the questions: What do you do? Try to create a short description. You should be able to say it in less than one minute (the average person speaks somewhere between 120 and 150 words per minute).

Write a note
3. The value

What do you want your audience to remember about you? How do you want to be recognized and remembered? What makes people excited about your idea, project, etc.? What makes you excited?

Write a note
4. Your unique selling proposition (USP)

You can develop this one quickly here or open a new session to explore this further using the USP tool. Describe what characteristics make your idea or project appealing to your audience and what is different from the competition.

Write a note
5. Develop the description

Now explore and edit your description even further by adding context, the main characteristics of the idea, a call to action, and information to make it interesting.

Write a note
6. Mix and match until the description is exciting

If you are working on this session with your team, don’t be afraid to take things from your teammates and make your description better. Edit until you are satisfied.

Write a note
7. Start your powerpoint on Google Drive/Share Drive

Share your powerpoint presentation here. Add a link here or open the board and add the final document inside the board.

Upload files or add links
Elevator pitch
  • Elevator pitch
  • Propose a good elevator pitch. Include a presentation, a pdf, or add it to a sticky-note. Vote for the best pitch.
  • Elevator pitch name Created by: [ Name ]
  • Elevator pitch name Created by: [ Name ]
  • Elevator pitch name Created by: [ Name ]
  • Elevator pitch name Created by: [ Name ]
12

Funding

10 steps
  1. 1

    Operating expenses

  2. 2

    Partners and key relationships

  3. 3

    Selling point

  4. 4

    Startup money

  5. 5

    Raising money if the product/solution is free (optional)

  6. 6

    Evaluate funding strategies

  7. 7

    Crowdfunding

  8. 8

    Investment

  9. 9

    Grants and other alternatives

  10. 10

    Suggestions

Read the full text
1. Operating expenses

Be clear about what you need to bring your idea to life. What resources do you need to start selling or to be able to offer your solution? Consider staff (payroll), marketing, development, and other expenses (rent, phone, utilities, equipment, fixtures, inventory, improvements, maintenance, tax deposits, marketing budget, etc.)

Work on the whiteboardFunding Board
2. Partners and key relationships

What relationships do you need to develop to reduce costs or to have more visibility and a competitive advantage over similar solutions?

Work on the whiteboardFunding Board
3. Selling point

If you could pay for all the expenses by selling your product or solution, how much will you need to sell?

Work on the whiteboardFunding Board
4. Startup money

How much money will you need for testing and to produce the solution beforehand? (Orange section)

Work on the whiteboardFunding Board
5. Raising money if the product/solution is free (optional)

If your solution or product is free, how can you justify raising money?

Write a note
6. Evaluate funding strategies

Have a quick brainstorming session with your team to find the best ways to get funding for your idea or project. Could you apply for grants? Should you try to crowdfund, or will you contact business angels? How can each option help you? Would you be able to reach your milestone or get your prototype ready? You can use your sticky note board to brainstorm and cluster similar ideas.

Write a note
7. Crowdfunding

Would Kickstarter or Indiegogo work for you? What similar options do you know? Why and when should you consider this option?

Write a note
8. Investment

Would you consider finding an investor? If yes, specify under what conditions you may consider it. Do you want an investor who's hands off and provides just capital? Do you want someone in industry that can help connect you with more business? How important is funding vs other investor values and connection?

Write a note
9. Grants and other alternatives

Find online startup hubs, contact universities, government grants, talk to experts and identify other interesting options. Be specific about how each option could help you and your team.

Write a note
10. Suggestions

Add any notes or key suggestions here. Add an action plan or next steps during this step.

Write a note
Funding Board
  • Expenses
  • Funding
  • FUNDING LIST
  • OPERATING EXPENSES
  • What relationships do you need to develop to reduce costs or to have more visibility and a competitive advantage over similar solutions?
  • RELATIONSHIPS & PARTNERSHIPS
  • Be clear about what you need to bring your idea to life. How many resources do you need to start selling or to be able to offer your solution? Consider staff (payroll), marketing, development, and other expenses (rent, phone, utilities, equipment, fixtures, inventory, improvements, maintenance, tax deposits, marketing budget, etc.)
  • How much money will you need for testing and to produce the solution beforehand?
  • How Often? When?
  • What?
  • What?
  • $ Qtt. Total
  • Website: $XXX/year
  • Who? How?
  • $ 60.000
  • 2
  • $ 120.000
  • What? Example: Marketing Coordinators
  • Monthly/ Q1/Yearly
  • Marketing: $XXX/year
  • $ 60.000
  • 2
  • $ 120.000
  • What? Example: Marketing Coordinators
  • Monthly/ Q1/Yearly
  • Rent: $XXX/year
  • Office Supplies:$XXX/year
  • COMPETITIVE ADVANTAGE
  • **OTHER NOTES & STRATEGIES**
  • TOTAL= - $XXXXXX
  • If you could pay for all the expenses by selling your product or solution, how many will you need to sell?
  • PRICE & QUANTITY
  • Qtt: XXX
  • Product Or Services | Price: $ XXXX
  • TOTAL= $XXXXXXX
  • TOTAL: $XXXX
  • TOTAL= $XXXXXXX
  • BUSINESS DEVELOPMENT STRATEGY How are you going to get customers?
  • MENTORS & ADVISORS
  • Who can help you? How can they help you? How often?
  • ROI=
  • Who?
  • How?
  • How Often?
  • 2h
  • Alex Martín
  • with our sales strategy
  • Who?
  • How?
  • How Often?
  • Who?
  • How?
  • How Often?
  • Who?
  • How?
  • How Often?
13

Customer acquisition funnel

5 steps
  1. 1

    About lead generation.

  2. 2

    Understand your user, define their journey and select the best strategy

  3. 3

    Lead generation strategies and channels

  4. 4

    Plan your strategy.

  5. 5

    Share your strategy with the team.

Read the full text
1. About lead generation.

Lead generation can be described as the process of attracting prospects and converting them into customers. It coincides with the first step in the buyer’s journey – the awareness phase.

Despite the differences in methods, the goal of sales and marketing remains the same - to win clients, close deals and make sales.

•The sales department focuses on generating cold leads and then using them for cold emailing and cold marketing campaigns.
•The marketing department generates warm leads.

🔥Tip: It's a good idea for new companies or startups to market the problem instead of the product because most potential clients are not aware that they have a problem.

2. Understand your user, define their journey and select the best strategy

The best lead generation strategy, as well as your overall marketing strategy, often requires thinking about where clients and users learn about you and what information they receive at each phase.

Buyer journey phases 👉 Awareness>Acquisition>Activation...

Identify the channels and strategies you will use to go from "educating users about the problem" to ensure that they buy and recommend your product. Each phase may require different channels. In order to determine which channels would suit your current constraints, ask yourself the following four questions:

1.Does the customer use this channel? Will this channel reach enough customers?
2.Do you have the funds to activate this channel? Do you have the funds to test different ideas and improve your results?
3.Do you have the people and skills to manage this channel?
4.Consider moving the channels and strategies inside the Lead generation triangle if you answered yes to all those questions.

As you progress through each stage, decide which stage you will target next. Move to the next step 👇and plan your strategy for one of these phases. For example: If your main goal this quarter is to convert free customers into paying customers and you already have existing free users, then proceed to the next step to develop a plan for growing your revenue.

In order to focus on revenue, you must already have your user activation strategy in place.

3. Lead generation strategies and channels

At this step, you will focus on one of the phases from the buyer's journey and create a plan to ensure users/potential customers move to the next phase.

Marketing and sales will determine how leads are generated, i.e., whether customers find you (inbound lead generation) or you find them (outbound lead generation).

👉Inbound lead generation:

•Content marketing: About 80% of B2B companies use content marketing for lead generation. (downloadable content, videos, podcast, blog posts, etc)
•Social media: About 66% of marketers generate leads from social media after spending only 6 hours per week on social marketing. Great for B2C companies.

👉Outbound lead generation:

•PPC Advertising: PPC advertising is very effective and can also be a key to massive sales if you use Google Search, ad networks, Facebook, etc.
•Email out reach: Use tools like Apollo, Hunter, FindThatLead, Lusha and Snov.io to get emails from any website and social media page and some of them help you automate your email campaign.

Define which strategies and channels can work for you by answering the questions inside the whiteboard.

4. Plan your strategy.

Add your budget and define your goals.

5. Share your strategy with the team.

Add final conclusions and notes inside the "conclusion" section.

New Board
  • Lead Generation Plan
  • Lead Generation by Phases
  • Define your goal here...
  • Buyer journey
  • METRICS
  • PR
  • Advertising (offline)
  • Text Number
  • Text Number
  • Text Number
  • Is the customer using this channel? Can you reach enough customers through this channel?
  • 1. CHOOSE THE RIGHT CHANNEL & STRATEGY
  • SEO
  • Social media
  • Do you have the skills to activate this channel?
  • Do you have the funds to activate this channel?
  • Number of leads expected for each channel
  • Number of sales (What is your close ratio?)
  • Estimated monthly activity cost
  • Goal (Number of sales)
  • Would you try this channel?
  • CAC (Cost to Acquire Customer)
  • Cost per lead
  • Budget per channel
  • Affiliate marketing
  • Advertising (offline)
  • Blogs (target market blogs)
  • $$$
  • Yes
  • Maybe
  • 1,2,3
  • $$$
  • No
  • $$$
  • $$$
  • Yes
  • $$$
  • $$$
  • Text Number
  • Text Number
  • Text Number
  • Advertising (social &display)
  • $$$
  • Yes
  • 1,2,3
  • Maybe
  • $$$
  • Maybe
  • $$$
  • $$$
  • Yes
  • $$$
  • Product marketing (engineering)
  • $$$
  • Direct mail
  • Affiliate marketing
  • 1,2,3
  • $$$
  • Yes
  • Maybe
  • $$$
  • Yes
  • $$$
  • $$$
  • No
  • $$$
  • $$$
  • Community building/ influencers
  • Cold calling/Direct sales
  • Content marketing
  • $$$
  • Yes
  • 1,2,3
  • No
  • $$$
  • $$$
  • $$$
  • Maybe
  • $$$
  • $$$
  • Text Number
  • Text Number
  • Text Number
  • Advertising (social &display)
  • Email marketing
  • PR
  • $$$
  • No
  • 1,2,3
  • $$$
  • $$$
  • $$$
  • Yes
  • $$$
  • $$$
  • SEO
  • Yes
  • 1,2,3
  • $$$
  • Maybe
  • Content marketing
  • $$$
  • Maybe
  • $$$
  • $$$
  • Yes
  • Tradeshows/Conferences
  • $$$
  • $$$
  • Blogs (target market blogs)
  • 1,2,3
  • $$$
  • Yes
  • No
  • $$$
  • Maybe
  • $$$
  • $$$
  • No
  • $$$
  • $$$
  • Text Number
  • Text Number
  • Text Number
  • Product marketing (engineering)
  • $$$
  • -
  • 1,2,3
  • Yes
  • $$$
  • Yes
  • $$$
  • $$$
  • Maybe
  • $$$
  • $$$
  • Community building/ influencers
  • $$$
  • Maybe
  • 1,2,3
  • $$$
  • No
  • $$$
  • $$$
  • $$$
  • $$$
  • Yes
  • $$$
  • Cold calling/Direct sales
  • 1,2,3
  • $$$
  • No
  • Yes
  • $$$
  • $$$
  • $$$
  • $$$
  • Text Number
  • Text Number
  • Text Number
  • 1,2,3
  • $$$
  • No
  • $$$
  • No
  • Direct mail
  • $$$
  • $$$
  • No
  • Yes
  • $$$
  • $$$
  • $$$
  • 1,2,3
  • $$$
  • Email marketing
  • Yes
  • Yes
  • $$$
  • $$$
  • Yes
  • Yes
  • $$$
  • $$$
  • $$$
  • Social media
  • $$$
  • Yes
  • $$$
  • $$$
  • Yes
  • Yes
  • $$$
  • Yes
  • $$$
  • 1,2,3
  • Text Number
  • Text Number
  • Text Number
  • Tradeshows/Conferences
  • $$$
  • $$$
  • $$$
  • $$$
  • No
  • Yes
  • Yes
  • $$$
  • No
  • $$$
  • 1,2,3
  • $$$$$
  • $$$$$
  • TOTAL
  • $$$$$
  • $$$$$
  • 1,2,3
  • $$$$$
  • $$$$$
14

Golden circle

4 steps
  1. 1

    Watch this video.

  2. 2

    Why?

  3. 3

    How?

  4. 4

    What do you do?

Read the full text
1. Watch this video.

This tool was created by Simon Sinek. Watch this video or read his book "Start with why".

2. Why?

Why do you do what you do? What is the purpose of your solution or organization?

Work on the whiteboardGolden circle
3. How?

How do you do what you do? (Explain your process)

4. What do you do?

What is the result of your actions?

Golden circle
  • This is a sticky-note!
  • This is a sticky-note!
  • This is a sticky-note!
  • What?
  • How?
  • Why?
Capabilities
Fully editableAdapts as work changesAdd more sessions anytimeAI can be assigned
N
Created byNova·Official process
Last edited Aug 20, 2026·14 sessions · 83 steps