A working page for your next decision

Customer Interview Notes Template

Capture what a customer actually did, separate it from your interpretation, and identify the next question. Keep personal information to the minimum you need.

Your working copy

Fill in the fields, then download or print. Nothing is uploaded. Refreshing clears unsaved work unless you choose local saving.

Illustrative example

A fictional repair-shop startup.

This example explains how to use the worksheet. It is not a real company, a recommended target or a record of results.

Research question: Should our first repair-shop product focus on tracking customer approvals?
Participant context and consent: Shop A: owner of an independent repair business. Agreed to anonymous notes for product research; no recording.
Recent experience: An estimate was emailed on Monday. Approval arrived by phone on Tuesday but was not recorded in the job list.
Observed facts and permitted quotes: Participant walked through the existing spreadsheet. Approval channel and approval time are not recorded.
Interpretation and contradictory evidence: A status record may help, but one incident does not establish frequency. Another employee says missed handoffs are rare.
Next question or action: Interview the service adviser about the last three approvals before choosing a prototype.

How to get value from this template

Choose one real decision and use the same customer segment throughout.
Record facts, estimates and unknowns separately. Attach source URLs and dates to claims.
Review the tradeoffs with the people doing the work, then assign the next action.
Revisit the worksheet when the evidence changes. A completed form is not proof that the business will work.

Related guides

Original Startup Genius worksheet. You may adapt it for your own business. See terms of use.