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Customer Development for Product Managers

with Jay Clouse

User Research Screener Worksheet with Examples

What exact criteria will What question will you


Who do you want to talk to?
they need to match? ask to check that criteria?*

Currently works as an office


What is your job title and who is
Office managers manager at an independent
your employer?
physician office

Has worked at in that position for How long have you been
>1 year employed in that position?

Mix of ages 50% under 35, 50% over 35 What is your current age?

Customer Development for Product Managers with Jay Clouse


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Who do you want to What exact criteria will What question will you
exclude from the research? they need to match? ask to check that criteria?*

Office managers in large health


Works for Healthcare System Co. Who is your current employer?
systems

Office managers at chiropractic What does your office specialize


Works for a chiropractic office
offices in?

* Questions should not reveal the answer you are looking for.

Customer Development for Product Managers with Jay Clouse


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