Customer Interview Kit digital product cover

Pagemage original / digital downloadv2.49.1

05 editable documentsOffline browser workbookOne-time no subscription

Customer Interview Kit / Notion import + kit

Customer interview questions & research templates

Record how people handle a problem now and what informs their purchase decisions.

Made for solo founders testing a product idea.

Price and availability

Catalog price: $19 USD

One-time purchase · No subscription

FilesZIP with five editable Markdown documents, an offline HTML workbook, a reading edition, and optional Notion import files (not a configured workspace). A five-document worked case follows one fictional project.
To useExtract the ZIP. Open the workbook in a current desktop browser; edit Markdown in a text editor. No account needed for the workbook or Markdown files. A Notion account is needed only for the optional import; set database properties and relations yourself.
LicenseUse for your own or client work; do not redistribute the original templates or tools. Full terms.
SupportProduct questions and corrections by email; no custom implementation or professional review. 14-day refund policy.

Read the free worksheet

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The task

What you'll make

Interview notes about past behavior and a plan to test one offer.

Gather before you start

Specific buyer hypothesis
Recruitment criteria
Decision to inform

Mark missing information so you can check it before using your work.

When to skip this kit

You need a native Excel, Canva, or Word template. This download contains Markdown documents and an offline HTML workbook, plus Notion import files you configure yourself.
You need autosave or cloud sync. Export Markdown or save a backup before closing the offline workbook.
You need someone to complete the work. These are worksheets to fill in yourself.

Read the first worksheet below to see whether its questions help with your task.

Included files

What's inside

01Recruitment brief
02Interview invitation
0330-minute interview guide
04Evidence synthesis
05Offer experiment plan

Each document has instructions, questions, and space for your answers. The final document includes a common mistake to check for before using your work.

The worked case contains five completed documents, one for each worksheet. Follow the evidence, decisions, and corrections across the same fictional project. The case is included in the workbook, reading edition, Markdown example, and optional Notion import.

Your completion check

Trace findings to recent events and their evidence categories, preserve counterexamples and sample limits, keep permissions separate, and test a fulfillable offer against a predeclared action rule.

Before you finish

Check this before you use it

Hypothetical enthusiasm is treated as evidence of willingness to buy.

Ask about the most recent real incident and the workaround actually used.

Use the final worksheet to record what needs fixing and what you still need to check.

Free worksheet

Start with worksheet one

Free to inspect and copy

Recruitment brief

Jump to a section

{{project}} / researcher {{business}} / decision owner {{contact}} / review {{deadline}}

Purpose: recruit people whose recent experience can inform a named decision. Define the decision before choosing a solution to pitch. Decision to inform [ ]; current hypothesis [ ]; alternative explanation [ ]; what could make us change direction [ ]. Participant criteria: role [ ]; task performed within [time window]; relevant context [ ]; involvement/decision authority [ ]. Include people with successful workarounds, not only people who agree a problem exists. Exclusions and rationale [ ]; important missing perspectives [ ]; accessible participation options [ ]. Do not require a disclosure of private client details to qualify.

Neutral screening When did you last do [task]? What was your role? What happened, and what did you use? [ ] Do not screen with “Do you struggle with our target problem?” or select only enthusiastic respondents. Recruitment source and approved contact route [ ]; invitation version [ ]; relationship/bias [ ]. Target first batch [ ]; variation sought [ ]; review after this batch [ ]. A convenience sample does not estimate population prevalence or market size.

Recruitment ledger ID | source | invited/date | reply | eligibility/reason | scheduled | completed/declined/no-show | permission record reference [Research ID | approved source | event | state | criteria | date | outcome | restricted reference] Separate invitations, replies, eligibility, and completed interviews; explain losses and who is absent. Keep contact names and the ID key in the approved restricted location, outside the shared synthesis. IDs are pseudonyms, not a guarantee of anonymity. Incentive if any: amount, terms, and budget approval [ ]; independent of positive feedback or a purchase. Time plan: recruitment [ ]; interviews [ ]; analysis [ ]; follow-up [ ]; total and capacity [ ]. Permission, note/recording use, access, retention, and withdrawal process: [business-approved participant information and owner]. This worksheet does not set a universal legal policy. Ask separately before recording; declining recording must not imply agreement to record anyway. Ready when: the batch can challenge the hypothesis, the approved route and participant information are ready, and the budget/time fit the decision. Hold if permissions or important eligibility criteria are unknown.

Your decision

What experience must a participant have had to inform this question? My answer: [ ] Source and date: [ ] Still to check: [ ] Next action, owner, and due date: [ ]

Before you start

Specific buyer hypothesis: [Source or notes]
Recruitment criteria: [Source or notes]
Decision to inform: [Source or notes]

What you will make

Interview notes about past behavior and a plan to test one offer.

View plain worksheet text

{{project}} / researcher {{business}} / decision owner {{contact}} / review {{deadline}}

Purpose: recruit people whose recent experience can inform a named decision. Define the decision before choosing a solution to pitch.
Decision to inform [ ]; current hypothesis [ ]; alternative explanation [ ]; what could make us change direction [ ].
Participant criteria: role [ ]; task performed within [time window]; relevant context [ ]; involvement/decision authority [ ]. Include people with successful workarounds, not only people who agree a problem exists.
Exclusions and rationale [ ]; important missing perspectives [ ]; accessible participation options [ ]. Do not require a disclosure of private client details to qualify.

Neutral screening
When did you last do [task]? What was your role? What happened, and what did you use? [ ]
Do not screen with “Do you struggle with our target problem?” or select only enthusiastic respondents.
Recruitment source and approved contact route [ ]; invitation version [ ]; relationship/bias [ ].
Target first batch [ ]; variation sought [ ]; review after this batch [ ]. A convenience sample does not estimate population prevalence or market size.

Recruitment ledger
ID | source | invited/date | reply | eligibility/reason | scheduled | completed/declined/no-show | permission record reference
[Research ID | approved source | event | state | criteria | date | outcome | restricted reference]
Separate invitations, replies, eligibility, and completed interviews; explain losses and who is absent. Keep contact names and the ID key in the approved restricted location, outside the shared synthesis. IDs are pseudonyms, not a guarantee of anonymity.
Incentive if any: amount, terms, and budget approval [ ]; independent of positive feedback or a purchase.
Time plan: recruitment [ ]; interviews [ ]; analysis [ ]; follow-up [ ]; total and capacity [ ].
Permission, note/recording use, access, retention, and withdrawal process: [business-approved participant information and owner]. This worksheet does not set a universal legal policy. Ask separately before recording; declining recording must not imply agreement to record anyway.
Ready when: the batch can challenge the hypothesis, the approved route and participant information are ready, and the budget/time fit the decision. Hold if permissions or important eligibility criteria are unknown.

Your decision
What experience must a participant have had to inform this question?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]

Before you start
- Specific buyer hypothesis: [Source or notes]
- Recruitment criteria: [Source or notes]
- Decision to inform: [Source or notes]

What you will make
Interview notes about past behavior and a plan to test one offer.

This is the complete first worksheet from the current edition. The full kit adds the remaining four documents, a worked scenario, and the offline editing workbook, plus an optional Notion import ZIP with Markdown pages and CSV databases.

Worked example

See the worked-case summary

Fictional example included in edition 2.49.1.

Fictional case: Rowan studies asset collection with five independent designers. Three report recent asset-readiness delays; one shared-folder workflow works well and another delay concerns approval rather than missing assets. Rowan preserves those counterexamples and tests a manual USD 40 readiness review with six eligible people. Two paid pilots are fulfilled, but both buyers were interviewed earlier, so the case does not establish demand among new buyers. Five completed documents connect recruitment, an unsent invitation, timed interview notes, evidence synthesis, and the bounded experiment.

Before you choose

What should I have ready for this kit?

Bring specific buyer hypothesis, recruitment criteria, decision to inform. Mark anything you still need to check.

How do I know the work is finished?

Interview notes about past behavior and a plan to test one offer. Check your answers against the original records and note anything unresolved before sharing your work.

What is in the Notion import pack?

The download includes an optional NOTION-IMPORT.zip with authored Markdown page templates and sample-filled CSV databases. Import the files in Notion, then set field types and any database relations yourself. Alongside those files, you receive editable Markdown documents and an offline HTML workbook. Set up the imported pages and tables yourself. These are not native Excel, Canva, or Word templates. Extract the whole ZIP before opening the HTML files. Mobile file managers may not run local scripts; the text files and reading edition remain available.

Will this do the work for me?

The kit supplies structure, questions, and examples. You provide the facts, make the decisions, and adapt the finished output. You are responsible for checking the finished work. Custom implementation and professional review are not included.

Included Notion import files · fictional preview data

Customer Discovery Evidence Desk

7 Notion page templates, 1 completed worked-case page and 3 sample-filled CSV databases. Extract the product download, then import NOTION-IMPORT.zip in Notion desktop or web.

04-Interview-Guide.md

# 30-minute discovery conversation

## Opening and consent · 3 minutes
- Purpose in plain language: [ ]
- What will be recorded or noted, who can see it, and when it will be deleted: [ ]
- Permission to continue and permission to record, asked separately: [ ]
- Participant may skip a question or stop: [ ]

## Recent event · 12 minutes
- Tell me about the last time you [task or problem].
- What happened immediately before it?
- What did you do, in order?
- What did you try first? What happened?
- What was frustrating, costly, risky, or surprisingly easy?
- What did you do next?

## Workaround and context · 8 minutes
- How often has this happened recently? What makes you say that?
- Who or what else is involved in the decision?
- What constraints shape your current approach?
- What did I misunderstand or leave out?

## Close · 4 minutes
- What important question should I have asked?
- May I contact you again about this research? Record permission separately.
- Thank the participant; do not promise a product or outcome.

After the call, write observations before interpretations. Keep quotations anonymous unless specific reuse permission is documented.

01-Research-Questions · sample database

Question	Audience assumption	Decision affected	Evidence needed	Owner	Review date	Status
Sample: how do solo shops choose a reorder point?	Owners review stock weekly	Whether to build reorder guidance	Recent stockout and reorder examples	Research lead	10/20/2026	Open

Example rows are fictional. The import creates pages and databases; set property types and any relations inside Notion. You configure the tables after import.

Created by Pagemage with AI-assisted writing and development. Read how the content and tools are checked. Questions or corrections: hello@pagemage.tech. 14-day refund policy.