# Customer interview notes template

Date: [add date]
Participants: [add names]
Purpose: [add purpose]

## Research question

[Write the uncertainty this conversation should reduce. Prefer a question about a past behavior over a prediction about a feature someone might buy.]

## Context & current workflow

[Capture role, frequency, tools, and the most recent concrete instance. Separate the participant’s own account from your assumptions about their organization.]

## Evidence & exact quotes

[Save a short verbatim quote alongside the situation it describes. Do not put a paraphrase in quotation marks or treat a single participant as a representative sample.]

## Pain & workaround

[Record what breaks, what the participant does instead, and any cost they actually stated. If they did not quantify time or money, leave that measurement unknown.]

## Interpretation & open questions

[Label your interpretation as a hypothesis. List the evidence that would disprove it and the follow-up question you did not answer in this interview.]

## Follow-up

[Include only agreed next steps, with the speaker’s stated owner and date. A request is not a commitment until someone accepts it.]