Customer discovery voice interview template

Understand the last time someone faced [problem], what they tried, and what it cost them.

Use this template

Editable study draft · English content

Before you launch

Replace [problem] with a concrete situation. Recruit people with recent experience and choose a recall window.

Opens an AI-moderated voice interview with the research goal and discussion prompts shown here. The moderator can ask follow-up questions based on the participant’s answers. Replace the bracketed details and review the interview settings.

Discussion guide

  1. Tell me about the last time you ran into [problem].
  2. What led up to that situation?
  3. What did you do to handle it, and what happened?
  4. What did that take in time, money, or effort?
  5. How did you decide whether the outcome was good enough?

Plan your study

Who should take part?

People who recently experienced [problem].

What should I customize before launching?

Replace [problem] with a concrete situation. Recruit people with recent experience and choose a recall window.

How should I use the findings?

Compare triggers, workarounds, and consequences across accounts. Treat interest in an idea as a hypothesis until behavior supports it.

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