A simple template for taking notes for a customer discovery call in a collaborative Google Doc. Best used for phone or video calls. For in-person customer discovery sessions, use the PDF version.
Can be used for any interview, but particularly useful for remote meetings.
Teams that are doing customer discovery interviews and need an easy way to take notes collaboratively. If you are trying to gather information about how potential customers view your product, this template helps you frame your questions and test your hypothesis.
A note taking template helps you organize your questions and answers, and understand the types of notes that you should focus on. Download this resource to help you frame your hypothesis, structure your interview questions, and record customer details like: