Customer interview template
Record insights and identify common themes in customer interviews
Use template
About 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.
FAQs about the customer interview template
Why is having a template for customer interviews important?
A template provides a structure for recording valuable insights during customer interviews. By keeping these details in one place, product teams can easily reference relevant information and avoid asking customers duplicative questions. A structured approach to interviews helps you uncover needs, pain points, and potential opportunities in an efficient way — so you can make more customer-centric product decisions.
What are some customer interview best practices?
Pose open-ended questions to customers to encourage thoughtful and detailed responses. Try not to fill periods of silence — let customers take time to consider their answers carefully. Once the interview is over, review your notes and summarize the key insights you can use to improve the product.
Who is the customer interview template for?
This template is built for product managers, UX designers, and product marketers. But the insights you glean during customer interviews are useful across the organization. Share what you learn with any teams involved in product discovery, idea management, development, and more.
Is this template free to use?
Yes. To use this customer interview template, sign up for a free 30-day trial of Aha! Whiteboards. (You can also try this template in Aha! Roadmaps if you need a complete product management solution.) Easily customize the template to suit your needs, then share it with as many people as you want (for free) to streamline collaboration.
