Introduction Script

Hi [Name] - thanks so much for taking the time to speak with me today.

Before we begin, I’d like to give you a bit of background so you have more context. As
mentioned via email, we’re conducting some research to help us better understand our
customers and part of that process is interviewing customers like you.

During this interview, I’m going to ask you some simple, open-ended questions. There are no
right or wrong answers and you can be completely honest and transparent.

Any questions before we get started? And is it OK if I record this conversation so I can
remember what we talked about?

Alright, thank you. Let’s begin!

*Note: Make sure Zoom is recording!

Tell me a bit about you and your role at [name of company].

ALTERNATE: Tell me a bit about you and what you do for work.
ALT: Tell me a bit about you and your business.
ALT: Tell me a bit about you and _________ [insert whatever is relevant].
Record notes here.

When it comes to __________ [insert whatever is relevant, i.e. - job, side hustle, family,
etc], what is your #1 goal that you’re always working toward?
Record notes here.

Let’s take a step back to the days before [Name of solution]. What motivated you to look
for a solution like that?
Record notes here.

Before you began [using the current solution], how did you solve those challenges you
just mentioned?
Record notes here.

Before [Name of solution], had you ever _________ [insert whatever is relevant, i.e. -
purchased, used, worked with, etc] something similar?
Record notes here.
IF YES: How did that experience compare to [name of solution]?
Record notes here.

How did you find out about [Name of solution]?

ALT: Can you walk me through your process from the moment you realized you needed a
solution to the point where you discovered [Name of solution]?
Record notes here.

Why did you decide to ________ [insert whatever makes sense, i.e. - “buy name of
solution” or “work with name of company” or “become a paying subscriber” etc]? What
stood out to you?
Record notes here.

Did you consider any other options? If yes, how did they compare to [Name of solution]?
Record notes here.

Did you have any doubts or concerns that could have stopped you from ________ [insert
whatever makes sense, i.e. - “buying name of solution” or “working with name of
company” or “becoming a member” etc]?
Record notes here.

What is the most valuable part of ____________ (using, working with, being a subscriber,
etc) [Name of solution]?
Record notes here.

In your [daily life, work life, or whatever moment is relevant], what kind of situations
prompt you to use [name of solution]?
Record notes here.

How would you describe what [name of solution] is?

Record notes here.

How would you describe what [name of solution] does?

Record notes here.
What kind of tangible results have you experienced since _______ [insert with whatever
makes sense i.e. - buying, working with, subscribing to, etc] [Name of solution]?
Record notes here.

How has your work life changed since you _______ [insert with whatever makes sense
i.e. - bought, began working with, subscribed to, etc] [Name of solution]?
Record notes here.

What can you do now that you have [name of solution] that you couldn’t do before?
Record notes here.

If you had to rank your top 3 [features, parts, or aspects, etc of name of solution] what
would they be and why?
Record notes here.

If you were to recommend [name of solution] to __________ [insert with whatever makes
sense, i.e. - a friend, a colleague, someone in your industry, etc] what would you say?
Record notes here.

Is there anything else you’d like to add? Do you have any feedback you’d like to share?
Record notes here.

Outro Script
Alright, that covers all of my questions. Do you have any questions for me?

Great, thank you again so much for sharing your time and insights with me today. We all truly
appreciate your feedback and loyalty as a [name of product or company] customer.

Have a great rest of your day -- bye!