Customer interview template
Record insights and identify common themes in customer interviews
Use templateAbout the customer interview template
You want to truly understand your customers and the challenges they face. When customers know that you care about what they have to say, they are more likely to feel invested in your product and be willing to help you improve it.
Customer interviews are a great way to build relationships, develop empathy, and determine what customers actually need. Now you have a central place to document the details of those conversations.
Use this note template to gather thoughts and questions leading up to the interview — then record the customer's answers in their own words. The template comes with six starter questions and you can find 35+ more in our guide on customer feedback.
How to use the customer interview template
Give customers the opportunity to participate in your product development process.
Define objectives Outline your research goals and determine what it is you really want to learn. For example, your objective could be to understand your customers' business goals or evaluate their experience with a specific feature set.
Create a discussion guide Use the questions in the template as a starting point — customizing them to match your objectives. You can always ask follow-up questions during the conversation to deepen your understanding. Record answers as you go.
Keep track of takeaways and action items Try running your raw notes through our AI writing assistant to summarize the main points. Share your findings with the team and add the best ideas directly to your product roadmap.
- What is a business model?
- What is customer experience?
- What is the Complete Product Experience (CPE)?
- What is a customer journey map?
- What is product-led growth?
- What are the types of business transformation?
- What is enterprise transformation?
- What is digital transformation?
- What is the role of product management in enterprise transformation?
- What is a Minimum Viable Product (MVP)?
- What is a Minimum Lovable Product (MLP)?
- What is product vision?
- How to set product strategy
- What is product-market fit?
- What is product differentiation?
- How to position your product
- How to price your product
- What are product goals and initiatives?
- How to set product goals
- How to set product initiatives
- What is product value?
- What is value-based product development?
- 10Ps marketing matrix
- 2x2 prioritization matrix
- 5 Whys
- Business model
- Customer journey map
- Decision log
- Decision tree
- Fit gap analysis
- Gap analysis
- Kano model
- Lean canvas
- Marketing strategy
- MoSCoW model
- OKRs
- Opportunity canvas
- Porter's 5 forces
- Pragmatic Framework
- Pricing and packaging research
- Pricing plan chart
- Pricing strategies (Kotler)
- Product positioning
- Product vision
- SAFe® framework
- Scrum framework
- Segment profile
- SMART goals
- Strategic roadmap
- Strategy mountain
- SWOT analysis
- The Aha! Framework
- Value proposition
- VMOST analysis
- Working backwards
- Collections: Business model
- Collections: SWOT
- Collections: Objectives and key results (OKR)
- Collections: Product positioning
- Collections: Market positioning
- Collections: Marketing strategy
- Collections: Marketing messaging
- Approaches table
- Competitive analysis
- Customer empathy map
- Customer interview
- Customer journey map
- Customer research plan
- Opportunity canvas
- Personas
- PESTLE analysis
- Problem framing
- Product comparison chart
- Pros and cons
- SWOT analysis
- Target audience
- Collections: Customer research
- Collections: Competitor analysis
- Collections: Marketing competitor analysis
- How to choose and use a product roadmap tool
- How to build a brilliant roadmap
- What to include on your product roadmap
- How to visualize data on your product roadmap
- What milestones should be included on a roadmap?
- How often should roadmap planning happen?
- How to build a roadmap for a new product
- 3 starter roadmap examples on a whiteboard
- Why product teams need knowledge base software
- How to write excellent release notes
- How to manage your product requirements document (PRD)
- How to build a product knowledge base
- What to include in an internal product documentation hub
- What is product documentation?
- How to build a customer support knowledge base
- Use cases for knowledge base software
- 2023 monthly calendar
- 2024 monthly calendar
- 2025 monthly calendar
- 2x2 prioritization matrix
- Approaches table
- Change log
- Feature requirement
- Kanban board
- Market requirements document
- Problem statement
- Product requirements document
- Pros and cons
- Release roadmap
- ROAM board
- SAFe® Program board
- Stakeholder analysis
- Stakeholder map
- Timeline diagram
- User story
- User story map
- Collections: Product development process
- Collections: MRD
- Collections: PRD
- Collections: Gantt chart
- Collections: User story
- Collections: User story mapping
- Collections: Feature definition checklist
- Collections: Feature prioritization templates
- Collections: Marketing plan templates
- Collections: Marketing calendar templates
- What is agile?
- What is agile product management?
- What is agile software development?
- What is agile project management?
- What is the role of a software engineer?
- What is waterfall product management?
- What is agile transformation?
- Agile vs. lean
- Agile vs. waterfall
- What is an agile retrospective?
- Best practices of agile development teams
- What is a burndown chart?
- What is issue tracking?
- What is unit testing?
- Introduction to agile metrics
- Agile dictionary
- What is scrum?
- What are scrum roles?
- What is a scrum master?
- What is the role of a product manager in scrum?
- What is a sprint?
- What is a sprint planning meeting?
- What is a daily standup?
- What is a sprint review?
- Product release vs. sprint in scrum
- Themes, epics, stories, and tasks
- How to implement scrum
- How to choose a scrum certification
- What is a product?
- What is a product portfolio?
- What is product development?
- What is product management?
- What is the role of a product manager?
- What is portfolio product management?
- What is program management?
- What is product operations?
- What are the stages of product development?
- What is the product lifecycle?
- What is a product management maturity model?
- What is product development software?
- How to build a product knowledge base
- What to include in an internal product documentation hub
- What is product documentation?
- How to build a customer support knowledge base
- Use cases for knowledge base software
- Knowledge sharing best practices for product teams
- How to keep your product documentation up to date
- Introduction to marketing
- What are some marketing job titles?
- What is the role of a marketing manager?
- What is the role of a product marketing manager?
- How are marketing teams organized?
- Which tools do marketers use?
- Interview questions for marketing managers
- Typical salary for marketing managers
- How to make a career switch into marketing
- How to structure your product development team
- Best practices for managing a product development team
- Which tools do product managers use?
- How to streamline your product management tools
- Tips for effective collaboration between product managers and engineers
- How do product managers work with other teams?
- How product managers achieve stakeholder alignment
- How to complete a stakeholder mapping exercise
- Aha! record map
- Approaches table
- Brainstorming meeting
- Brainstorming session
- Creative brief
- Daily note
- Daily standup meeting
- Marketing calendar
- Meeting agenda
- Meeting notes
- Mind map
- Organizational chart
- Pragmatic Framework
- Presentation slides
- Process improvement
- Product backlog refinement meeting
- Product feature kickoff meeting
- Product operations meeting
- Product strategy meeting
- Pros and cons
- SAFe® framework
- Scrum framework
- Sprint planning meeting
- Sprint retrospective
- Sprint retrospective meeting
- Sticky note pack
- The Aha! Framework
- Timebox
- Timeline diagram
- Workflow diagram
- Collections: Product management meeting
- Collections: Diagrams, flowcharts for product teams
- Collections: Whiteboarding
- Collections: Templates to run product meetings