Preparing To Discuss an App Idea with a Startup Tech Consultant
A pre-consultation workbook for you and your tech advisor
A Product Idea Guide for Non-Tech Founders
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How to Use This Workbook
Online Workbook - Make your own copy first (do not request edit permissions).
PDF Workbook
If you are viewing a PDF version of this workbook and want to jump to an e-fillable online version of this workbook, click here.
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About This App Idea Pre-Consult Workbook…
Use this workbook to start thinking through some key aspects of your app development project needs.
The answers you provide here are going to help start a conversation with your advisor as well as inform a plan for product development that fits your timeline and budget.
Skip anything you’re unsure of and save it for the consult call (to get some advice).
Take 10-15 minutes now to complete this so you can have a more fruitful conversation with your future product development pro.
Don’t forget to share a link to your completed workbook at least a day before your consult call.
5 mins | App Name, Description & Industry |
5 mins | Problem Statement |
10 mins | Solution Summary |
10 mins | Target Audience |
10 mins | Competitive Landscape |
10 mins | Go-To-Market Ideas |
5 mins | App Idea Pitch |
5 mins | Team |
5 mins | Investment Budget (Time & Money) |
App Idea Pre-Consult Workbook
About The Business
Business Name | |
Brief Description | |
Industry | |
Business Website | |
Years In Business | |
Size of the Company (# of employees/contractors on team) | |
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App Idea Pre-Consult Workbook
About The App
App Name (or Working Title) | |
Product Description | |
Product Industry | |
Pricing Notes/Comments (do you plan to charge, how much, etc.) | |
Do you have a working version or prototype of your app available? | |
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App Idea Pre-Consult Workbook
About The Business
Stage of the App Idea a. Pre-revenue b. Annual revenue under $100K c. Annual revenue between $100K and $500K d. Annual revenue over $500K | Describe your app idea stage: |
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Type your answer here
Instruction:
Type 1-3 sentences that convey the problem your app is solving (or delight your app is putting in the world).
App Idea Pre-Consult Workbook
Problem Statement
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Instruction:
List (in target priority order) the type of people that experience the problem you’re solving with your app (ideal customers).
Write a brief demographic one-liner, e.g. Black Women, Age 35-50, living in the United States.
App Idea Pre-Consult Workbook
Ideal Customers
1st Priority Target | |
2nd Priority Target | |
3rd Priority Industry | |
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Type your answer here
Instruction:
Type 3-5 bullet points that convey how your business helps your target audience(s).
App Idea Pre-Consult Workbook
Solution Statement
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Instruction:
List apps that solve problems similar to what you’re solving. Include a URL to the app’s website if possible.
App Idea Pre-Consult Workbook
Competitive Landscape
Similar App #1 | |
Similar App #2 | |
Similar App #3 | |
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Instruction:
List a few ideas to convey how you intend to raise awareness of your business, e.g.
App Idea Pre-Consult Workbook
Marketing Approach & Strategy
Priority #1 | |
Priority #2 | |
Priority #3 | |
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Type your answer here (see presenter’s notes section of this slide for a writing template).
Instruction:
Type 1-3 sentences that convey an elevator pitch amount of information about your product.
App Idea Pre-Consult Workbook
Elevator Pitch
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Instruction:
Describe your key team members that will work with you to create and promote your app, e.g. co-founder, dedicated accountability partner/friend, marketing contractor/freelancer, etc.
App Idea Pre-Consult Workbook
App Launch Team
Person #1 [Role] | |
Person #2 [Role] | |
Person #3 [Role] | |
Person #4 [Role] | |
Person #5 [Role] | |
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Instruction:
What does an ideal app development timeline look like?
App Idea Pre-Consult Workbook
Dev Timeline
When do you need the project to start? | |
When do you need development to be completed? | |
Is there a time-sensitive activity planned in launch window? | |
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Instruction:
Describe how much time and funding you can afford to give to your product development in the first:
App Idea Pre-Consult Workbook
Time & Budget Investment
How many hours per week you can commit to working on the app project? (e.g. attending meetings to coordinate with the team, performing tasks, etc.) | |
Total Estimated Budget Range (low end and high end) | First 90 Days: Beyond 90 Days: |
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Suggested Next Steps
Book a Strategy Call to discuss your ideal next steps. Before that call, let us know if you have the following items:
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Other Next Steps to Consider…
After a consult call and a confirmed desire to start with small (affordable) steps soon, may we suggest:
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Work With Us For Help With…
Congratulations on beginning your app development journey!
Want to get your worksheet reviewed by a Product Management specialist?
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