Customer interview template
Record insights and identify common themes in customer interviews
Use template
About the customer interview template
Customer interviews are a great way to understand your target audience and the challenges it faces. By listening deeply and empathizing with your customers, you can better determine what they need and build a stronger solution. Use this template to document your customer interviews and organize your thoughts — including questions, responses, and any insights you uncover.
Included in the customer interview template
This customer interview template includes built-in capabilities such as:
A structure to help you capture and organize customer information, questions, and answers
Quick access to best practices
A rich text editor to format content clearly
An AI assistant to help you draft and capture information
Inline comments to gather feedback, questions, and ideas from teammates
Overview of the customer interview template
Customer interviews give you the opportunity to learn more about how and why people use your offering. You can gain valuable information about your users, validate or disprove assumptions, and build relationships that help your customers feel more invested.
The customer interview template provides a central, searchable place to document the details of these conversations. Gather thoughts and questions leading up to the interview, then record customers' answers in their own words. We have included six questions to get started. (And you can find 35 more in our guide on customer feedback.)
How to use the customer interview template
Invite customers to participate in your product development process.
Define objectives: Outline your goals and determine what you want to research or learn. For example, you could focus on understanding your customers' business goals or evaluating their experience with a specific feature set.
Guide discussions: Use the questions in the template or customize them to match your objectives. You can always ask follow-up questions during the conversation to deepen your understanding.
Document takeaways and action items: Try running your raw notes through our AI 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.
