Template

Customer Interview Script & Synthesis Template

A guided, fillable customer interview script and synthesis form to run faster discovery, capture consistent notes, and prioritize high-value growth hypotheses.

Interactive Tool

Customer Interview — Script & Synthesis

Use this guided interview script to run quick customer discovery and capture structured notes for synthesis. Aim for a conversational 20–45 minute interview. Record consent, ask open questions, and probe for frequency, cost, and workarounds. The structured fields make it easier to compare interviews later.

YYYY-MM-DD or 'Today'.
Your name or initials.
Name, company, and role/title.
Confirm verbal consent before proceeding.
Let them walk through steps. Capture tools, handoffs, and how long steps take.
List each pain on a new line; include how often it happens if mentioned.
Note manual steps, spreadsheets, shortcuts, or external services.
Be specific: minutes/day, $/month, number of customers affected, error rates.
Describe a 1–2 sentence solution and record emotional reaction and concerns.
Choose the closest answer based on the conversation.
1 = negligible, 5 = critical
1.0 10.0
1 = rare, 5 = daily
1.0 10.0
1 = very unlikely, 5 = very likely
1.0 10.0
Write short phrases suitable for a findings slide.
Provide a dollar estimate or leave blank if unknown.
How confident are you that this represents a real, repeatable need?
E.g., prototype test, pricing experiment, follow-up interview, referral to sales.
Capture verbatim quotes or buy-signals for later use.
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