Get and learn from your first users

Your earliest users one by one — outreach, activation, interviews, learning.

Step 1: Open First Users

In Founder mode, open GO TO MARKET in the founder sidebar and choose First Users. It is the hands-on workspace for the earliest real people using your product — who they are, how you reached them, whether they really got started, and what they are teaching you. It is not Marketing, Sales or Distribution.

Step 2: Say who you are looking for and pick a milestone

On Who & milestone, write the customer type, use case, problem, context and why they might care — or press Use current ICP to fill the empty fields from your Founder Lab ICP and Startup Profile. Then pick First 5, 10, 25, 50 or 100; each says what it is for (understand the problem, activation, repeat usage, patterns, repeatability). Press Make it a goal to track it in Goals & Check-ins. A milestone is something to work toward, not a grade.

Step 3: Add the people

Press Add a person. Choose Someone new, or Already in Relationships to pick a person you already track — it is the same person, not a copy, so their Relationships timeline carries over. Note where you found them and the problem they are trying to solve. Open anyone to see their profile: context, problem, how you reached them, what they used, activation, value, feedback, next steps and one timeline.

Step 4: Log outreach step by step

Press Log outreach on a person and pick the step: introduction, problem conversation, product invitation, first-use follow-up, value check or continued use. Say who reached out. A message you sent shows as sent — no reply recorded until they reply or you speak; nothing is ever marked successful. The Outreach tab shows how many people sit at each step, your next steps, and who has not replied.

Step 5: Plan next steps

Press Plan a next step on a person — a follow-up, an interview or an onboarding call, with a date. It becomes a commitment in your Command Center and on their timeline, and the Overview's Today list counts what is due.

Step 6: Define activation and help people reach it

On Activation, write your activation event in your own words — the first meaningful action, never just signing up. If Product Analytics already has an activation event, you can use its event name; people who carry their id in your product then show seen in your product events when they reach it. On Onboarding, everyone who signed up but has not activated is listed: log an onboarding message, plan a call, or press Mark assisted. The page then shows how many people you helped went on to activate, and how many you didn't — timing, not proof.

Step 7: Record what stopped people

Under Why are people stopping before activation?, record what you observed for each person who stopped: confused about what to do, needed something it doesn't do yet, onboarding didn't get them started, not the audience, too much setup, didn't see value straight away, or not known yet. The page counts what you recorded and never guesses.

Step 8: Record interviews and feedback

Press Record an interview on a person: the problem discussed, their current workaround, what they tried, what frustrated, pleased or confused them, what they expected, what they would do next, and their exact words. Add short themes like onboarding confusion. Record feedback for anything outside an interview. Each one has Turn into…: a customer insight, Product feedback, evidence on a Problem Discovery problem, a Product experiment or a decision — and it remembers who said it.

Step 9: See what you are learning and send it on

On Learning, themes are counted across people — for example 5 of 8 people you have notes on mentioned onboarding confusion — and each opens the people and what they said. Press Write an insight to put it in your own words, then Update Product, Update Strategy, Update Messaging, Create experiment or Record decision. If two or more people describe the problem differently from your website, Save customer language sends their words to Marketing. Where our first users actually came from counts people by source, with how many activated.

Step 10: When someone becomes a customer

Open the person and press They became a customer. They move to Customer Success with what still holds — their goal, product id and activation — while their interviews and notes stay here.

Open Get and learn from your first users in the app (sign-in required).