Prepare better customer interview questions
Use existing conversations to find what you know and what still needs testing.
See how it’s done.
Example walkthrough
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Recent Meetings
Read narration
- Choose the interview
Your next research call with Maya is coming up. Open Prep me to build on what she already told you about the weekly report.
- Review what’s known
Maya needs the report for Monday’s team meeting and cleans up the export herself. The repeated fixes are still unexplained. Focus on that gap for the next interview.
- Prepare your questions
Ask Maya to walk through her last report and show what she fixes each time. Open the earlier research call to see where that question came from.
- Open the earlier call
The earlier call explains the weekly workflow, but leaves the repeated fixes open. Read the transcript to check what Maya has already described.
- Check what was said
Maya says there are things she fixes every time, but she has not written them down. Return to the brief ready to explore those missing steps.
- Learn the missing steps
Start the interview with the last report, not another general overview. You can spend the time learning what is missing instead of asking Maya to repeat herself.
Read the walkthrough
Illustrative product walkthrough using example conversations.
- Your next research call with Maya is coming up. Open Prep me to build on what she already told you about the weekly report.
- Maya needs the report for Monday’s team meeting and cleans up the export herself. The repeated fixes are still unexplained. Focus on that gap for the next interview.
- Ask Maya to walk through her last report and show what she fixes each time. Open the earlier research call to see where that question came from.
- The earlier call explains the weekly workflow, but leaves the repeated fixes open. Read the transcript to check what Maya has already described.
- Maya says there are things she fixes every time, but she has not written them down. Return to the brief ready to explore those missing steps.
- Start the interview with the last report, not another general overview. You can spend the time learning what is missing instead of asking Maya to repeat herself.
When to use it
You are planning research and want to avoid asking customers to repeat what they already told you.
Start with
- An upcoming customer interview on Home
- Previous meetings with the same participants
How to do it
Choose the upcoming interview on Home and select Prep me.
Review the previous meetings, open questions and suggested agenda.
Open the sources, then choose neutral questions that explore what is still unknown.
Try it with your team’s conversations.
See the sources, the output and the steps that make this useful for your team.