Framework
The one-page customer evidence summary for a board meeting
Seven parts, in the same order every quarter
A one-page layout for showing customer interview evidence to a startup board each quarter. It starts from a question tied to a board metric, says who you heard from and who you missed, reports reasons as counts against a comparison group with one quote each, and ends with an owner, a date and what would change your mind. Use it for Series A to C board packs and investor updates. Koji reports download as slides or a PDF to fill it in.
Where this appears
What's in this framework
- The question: One question tied to a number the board already watches, such as gross retention or win rate.
- Who we heard from: How many in each group, how you picked them, and who is missing.
- The top reasons, as counts: Two or three reasons, counted in each group: 7 of 10 churned, 2 of 14 retained.
- One quote per reason: Verbatim, typical rather than vivid, and attributed by role, never by name.
- What changed since last quarter: The same categories as last time, so the board can see the trend.
- What we will do: The change, the owner and the date.
- What would change our mind: The evidence that would prove you wrong, and when you will have it.
Use this image
Free to use in your docs, decks and posts under CC BY 4.0, as long as you credit Koji with a link to this page. To embed it, paste this into your page:
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<a href="https://www.koji.so/visuals/customer-evidence-board-page-framework"><img src="https://www.koji.so/visuals/customer-evidence-board-page-framework/customer-evidence-board-page-framework.png" alt="Framework of the seven parts of a one-page customer evidence summary for a board, from the question and who you heard from to what would change your mind." width="1080" height="1121" /></a>
<p>Source: <a href="https://www.koji.so/visuals/customer-evidence-board-page-framework">The one-page customer evidence summary for a board meeting</a>, Koji</p>
