A little structure. A clearer next step.

Customer discovery

Turn one conversation into an evidence record without treating opinions or hypothetical interest as demand.

Free to use · No signup · Yours to keepRead the guide

Make it yours.

Start with what you know. Leave the rest open until you have evidence.

0 of 8 fields filledLoading your local draft…

Your answers stay in this browser. They are not sent to Soloop or synced between devices. Download a copy to keep it.

Preview & export

Who did you speak with?

Use a participant code, role, relevant workflow and date. Record note-taking permission and omit unnecessary personal details.

Example

P01, account manager, [date]. Recently handled a client transfer. Permission to keep redacted notes: confirmed.

0 / 12,000 characters

What assumption are you investigating?

Write a question you can weaken as well as support. Avoid asking whether someone likes your idea.

Example

Do ownership changes create recurring coordination work that the existing checklist cannot handle?

0 / 12,000 characters

What happened in a recent real instance?

Capture the sequence, people, trigger and outcome. Distinguish what you saw from what the participant recalled.

Example

Ask: Take me through the last transfer, from the first request to the new owner taking over. Record their answer here.

0 / 12,000 characters

What did they use or try?

Record tools, manual steps, alternatives and why they stayed with or abandoned each one.

Example

Shared document plus a chat reminder. Why this was chosen and what was tried before: not established.

0 / 12,000 characters

What consequences did they describe?

Keep reported time, costs and frequency tied to the source. Do not turn a guess into a measured impact.

Example

One delayed introduction was reported. Frequency, financial effect and priority compared with other work are unknown.

0 / 12,000 characters

Which exact words or artifacts matter?

Keep short verbatim quotes separate from your interpretation. Reference permissioned notes or redacted artifacts and their dates.

Example

Quote: [participant's exact words]. Source: [note or artifact reference], [date]. Observation or recollection: [label].

0 / 12,000 characters

What challenges your interpretation?

Record a contradiction, a competing explanation and anything your questions or prior pitch may have influenced.

Example

The checklist may be adequate; unclear staffing could be the real issue. We explained the product before one answer.

0 / 12,000 characters

What changes after this interview?

Name the assumption kept, narrowed or rejected, then one follow-up with an owner and review date. A polite reply is not a purchase.

Example

Narrow the assumption to transfers with unclear ownership. Next: observe a recent checklist, with permission. Owner/date: [add].

0 / 12,000 characters

Read the guide

Back to answers

Your working document

A clear record of your thinking, ready to take with you.

Customer discovery

Turn one conversation into an evidence record without treating opinions or hypothetical interest as demand.

Your ideas take shape here.