Customer Discovery Note Taking Template (Google Doc)

A simple template for taking notes for a customer discovery call in a collaborative Google Doc. Best used for phone or video calls. For in-person customer discovery sessions, use the PDF version.

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When to Use It

Can be used for any interview, but particularly useful for remote meetings.

  • Great for running experiments that help you gain more insight into your product.
  • Ideal for a startup to test their prototype or MVP (minimum viable product).
  • Useful as a canvas to test customer reaction to product usability.
  • Detailed notes often reveal blind spots we have when we are just listening.
  • If you are not taking notes, you are not listening.

Who Should Use It

Teams that are doing customer discovery interviews and need an easy way to take notes collaboratively. If you are trying to gather information about how potential customers view your product, this template helps you frame your questions and test your hypothesis.

How It Works

Customer Discovery Note Taking Template (Google Doc)

A note taking template helps you organize your questions and answers, and understand the types of notes that you should focus on. Download this resource to help you frame your hypothesis, structure your interview questions, and record customer details like:

  1. How has the participant’s body language shifted (if video call)? What information is their body language conveying to you? 
  2. What emotions are they displaying at different parts of the interview? 
  3. What did the customer say?
  4. What did you observe?
  5. What facts did they convey? (Not your interpretation of them.)
  6. Always consider how you can improve your interview technique as you go.

Authors and Contributors

Tristan Kromer

Tristan Kromer works with innovation teams and leaders to create amazing products and build startup ecosystems. He has worked with companies from early stage startups with zero revenue to enterprise companies with >$1B USD revenue (Unilever, Swisscom, Salesforce, Fujitsu, LinkedIn).

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