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Documentation Index

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The Discovery Journey is the core methodology in Founder Sherpa. It’s a repeatable 5-step cycle displayed as an interactive checklist on every project’s Overview tab, guiding you through each phase with clear progress tracking and actionable next steps.

The five steps

1

Define Personas

Identify the customer segments you want to research. Each persona represents a type of person you believe experiences the problem you’re investigating.Actions: Create personas with a name, role type, and optional descriptors (description, demographics, goals).

Learn more about Personas

2

Define Hypotheses

For each persona, formulate testable hypotheses — assumptions you want to validate through interviews. These might be about pain points, behaviors, willingness to pay, or workflow patterns.Actions: Add hypotheses to specific personas. Use the AI quality checker to strengthen your hypothesis statements.

Learn more about Hypotheses

3

Find People

Identify real people who match your personas and are willing to be interviewed. Use the AI suggestions to help brainstorm where to find interviewees.Actions: Build your interviewee list and prepare for outreach.
4

Interview

Conduct customer interviews and record what you learn. This step offers three paths:
  • Prepare — Create an interview guide with selected hypotheses and curated questions
  • Record — Add interview evidence directly, linking it to hypotheses and questions
  • Upload — Import a transcript and let AI extract structured evidence

Learn more about Interviews

5

Refine & Repeat

Analyze your accumulated evidence to identify patterns, validate or invalidate hypotheses, and decide what to investigate next.Actions: Run batch analysis across all evidence, review AI-generated insights, and iterate on your personas and hypotheses based on what you’ve learned.

Learn more about AI Features

How the checklist works

The Discovery Journey appears as an interactive checklist on every project’s Overview tab. It works like a setup guide, showing you exactly where you are and what to do next.
  • Progress bar — a thin bar at the top shows how many of the 5 steps you’ve completed (e.g., “3 of 5 steps”)
  • Accordion cards — each step is a collapsible card. The current step auto-expands with a description, sub-tasks, and action buttons. You can expand any step to review or preview it.
  • Sub-tasks — steps show granular progress. For example, “Define Hypotheses” lists each persona with its hypothesis count, so you can see which personas still need attention.
  • Action buttons — each step has a primary call-to-action (e.g., “Add Persona”, “Record Interview”) that opens the relevant modal or navigates to the right page.

The iterative cycle

Customer discovery is not linear. After completing all 5 steps, the checklist enters cycle mode:
  • A “Cycle 2” badge appears, signaling you’re in a new iteration
  • Steps 1–4 remain complete with updated count badges
  • Step 5 (“Refine & Repeat”) shows a nudge when new interviews have been recorded since your last AI analysis — prompting you to re-validate your hypotheses
Each cycle through the journey sharpens your understanding of the customer problem. The checklist keeps you oriented without resetting your progress.