First customer checklist
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Work through a small, clear offer and a responsible pilot without pretending demand has already been proven.

Version 23 October 2026. Allow 20–30 minutes for an initial draft; evidence collection takes longer.

This is a blank working tool. Replace the prompts with your own observations; do not treat an unanswered field as evidence.

Understand the buyer

[ ] A specific buyer and problem are described.

[ ] Recent examples of the problem are recorded with permission.

[ ] The current alternative and its cost are understood.

[ ] Assumptions and evidence are recorded separately.

Make a bounded offer

[ ] The promised outcome and exclusions are clear.

[ ] Price, payment terms and delivery dates are written down.

[ ] Costs and delivery capacity have been checked.

[ ] Refunds, cancellations and customer questions have a clear route.

Run and review the pilot

[ ] Customer permission and necessary data handling are agreed.

[ ] A baseline and success measure are recorded before delivery.

[ ] Feedback includes failures and unmet expectations.

[ ] The next decision follows the results, not the original hope.

Working notes

Unresolved question:

Evidence needed:

Next action:

Owner:

Review date:

Source: https://www.waithakandegwa.com/resources/first-customer-checklist