Audit Existing Material and Load Category Templates
The founder gathers all current pitch materials, customer discovery notes, and market research to audit existing assumptions around market definition. They import the standard category definition template into their venture workspace to establish a baseline structure. This ensures all historical insights and raw hypotheses are captured before defining new category boundaries.
Completing this action alone establishes a baseline inventory of the founder's current assumptions and raw market data. It prevents duplicated effort and aligns the venture team on standard frameworks required to define a defensible beachhead.
The founder must produce a populated source-audit document linking past pitch decks and customer notes directly to template sections. They must clearly flag which category assumptions are backed by verified evidence and which remain pure hypotheses.
Five questions an expert would ask when reviewing your output
Use these to challenge assumptions, pressure-test your logic, and check the quality of this action's output in the context of the parent task and wider venture development.
- 1
What existing primary research supports the initial category framing you have mapped into this template?
- 2
How have you accounted for previous pitch deck messaging that contradicted your current beachhead hypothesis?
- 3
Which specific customer quotes or observations directly justify the wedge definition baseline you selected?
- 4
Why did you choose this specific category framing over alternative industry definitions present in your raw materials?
- 5
How do you know your current baseline reflects actual market demand rather than internal product bias?