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Customer Discovery

Find Your Audience. Understand Their Needs. Grow With Confidence. Before you sell, pitch, or build — you need to listen. With MyProfile’s Customer Discovery service, you can identify who your customers are, what they want, and how to serve them better. Whether you're launching a product, testing a service, or refining your audience strategy, this tool helps you collect insights that actually move your business forward.

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What Is Customer Discovery?

Customer Discovery is a guided service built into MyProfile that allows entrepreneurs, creators, marketers, and teams to gather real, structured feedback from profile visitors, leads, or targeted groups.

It’s part survey tool, part research assistant, and part customer insights engine — all integrated into your profile experience.

  • Create interactive feedback forms & questions

  • Target specific profile viewers or leads

  • Collect qualitative and quantitative responses

  • Tag and segment based on user input

  • Analyze trends to guide decisions

Your audience has answers. This tool helps you ask the right questions — and listen well.

What You Can Do

Here’s how you can put your customer discovery process on autopilot.

  • Build Targeted Discovery Forms
    Add survey blocks or micro-feedback forms directly to your profile or lead forms.

  • Run Research Campaigns
    Send a unique discovery link to leads, followers, or customers and track responses.

  • Tag and Segment Respondents
    Group users by needs, interests, demographics, or behavior.

  • Analyze the Data
    Use visual dashboards to identify patterns, demands, and market opportunities.

  • Follow Up Based on Answers
    Automatically trigger emails, thank-you notes, or booking links based on specific responses.

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Who Is It For?

  • Startup Founders
    Validate product ideas before building.

  • Freelancers & Agencies
    Learn what your audience is actually looking for — before pitching.

  • Product Teams & Creators
    Test pricing, features, and value propositions.

  • Sales & Marketing Pros
    Fine-tune campaigns using real customer language and pain points.

  • Educators & Researchers
    Gather field data or test user needs across different groups.

How It Works

  • Log into your dashboard and click Customer Discovery

  • Build a short question set (or use a template)

  • Link it to your profile, email, QR code, or smart device

  • Watch real answers come in — and act on them

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Types of Questions You Can Ask

  • What challenges are you facing in [industry/topic]?

  • How are you currently solving this problem?

  • What’s your budget for this kind of solution?

  • What features would matter most to you?

  • Where do you typically discover new tools/services?

Gather both multiple-choice and open-ended responses — fast, mobile-friendly, and actionable.

Integrates With Other Tools

  • Lead Capture – Ask discovery questions right after a form submission

  • Smart Devices – Trigger a discovery form at an event with one tap

  • Contact Management – Save and segment insights by contact

  • Profile Analytics – Compare form responses with interaction data

  • Profile Analytics – Compare form responses with interaction data

One system. Seamless insights.

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Customer Discovery FAQs


The goal is to learn directly from your audience or leads so you can build better products, craft relevant messaging, and validate ideas early.

Absolutely! It's perfect for idea validation, concept testing, or audience exploration — even pre-launch.

You can embed forms in your profile, send links via email or social media, or connect them to QR/NFC devices at events.

No. You can drag-and-drop question types, customize content, and publish in minutes.

You can collect open responses, multiple-choice answers, contact info, preferences, challenges, and more — fully customizable.

Yes. You can choose to make the form anonymous or require identity collection based on your goals.

Yes. You can set automatic tags based on responses (e.g., “Interested in Product A” or “Price-Sensitive”).

Yes. Each form or survey can be created and tracked separately.

Yes. Your dashboard includes visual reporting — graphs, answer summaries, and trends.

Definitely. You can trigger email responses, booking invites, or profile redirects based on specific inputs.

Basic customer discovery forms are available on all plans. Advanced analytics, automation, and campaign reporting require a premium plan.

Yes. All responses are stored securely and are visible only to you (or your authorized team).