Choose one recent task to investigate. Use the questions below as prompts, then record what the participant actually said in the blank worksheet. Your notes stay in this browser; you can copy, download or print them.
Open the short customer interview script
Explain who you are and what you want to learn. Ask permission to take notes; let the participant skip questions and omit confidential details.
Which recent [task] were you personally involved in? What was your responsibility?
Starting when the task arrived, walk me through what happened until it was finished.
What tools, documents or workarounds did you use? Why those, and what else had you tried?
What worked well? Was anything difficult? What happened as a result, and how often has that happened?
How was this task prioritized? Who else influenced the process or decided which tools to use?
Is there anything I misunderstood? With your permission, is there a redacted example we could review or a specific follow-up that would help?
See a completed fictional interview record
Teaching example only: P01, the date, events and quote below are invented. This is not a real interview or a Soloop customer result. The example does not fill or overwrite your notes.
Who did you speak with?
P01, account manager at an agency; 13 October 2026 (fictional). Handled a client transfer. Agreed to redacted written notes; no recording.
What assumption are you investigating?
Do client transfers create recurring coordination work because the current checklist does not make the next owner clear?
What happened in a recent real instance?
P01 recalled a transfer last week: the outgoing owner shared the checklist on Monday; the new owner saw it after a chat reminder on Tuesday. The client introduction moved from Tuesday to Wednesday. We did not observe the event.
What did they use or try?
A shared document and a chat reminder. P01 said the team had not tried another tool; the reason for staying with this process was not established.
What consequences did they describe?
One introduction moved by one day. P01 did not know how often this happens or whether it changed revenue. No time-saving estimate is supported.
Which exact words or artifacts matter?
Invented quote: “I thought the other account manager was sending the introduction.” Source: fictional P01 notes, 13 October 2026; recollection, no artifact inspected.
What challenges your interpretation?
P01 said the checklist usually works. A one-off absence or unclear responsibility could explain the delay; a new tool may not help.
What changes after this interview?
Narrow the assumption to transfers without an explicit next owner. Researcher: request permission to review a redacted checklist by 20 October 2026. Buying interest remains unknown.
01
Make it yours.
Start with what you know. Leave the rest open until you have evidence.
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Your answers stay in this browser. They are not sent to Soloop or synced between devices. Download a copy to keep it.
Use a participant code, role, relevant workflow and date. Record note-taking permission and omit unnecessary personal details.
Example+
P01, account manager at an agency; 13 October 2026 (fictional). Handled a client transfer. Agreed to redacted written notes; no recording.
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Write a question you can weaken as well as support. Avoid asking whether someone likes your idea.
Example+
Do client transfers create recurring coordination work because the current checklist does not make the next owner clear?
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Capture the sequence, people, trigger and outcome. Distinguish what you saw from what the participant recalled.
Example+
P01 recalled a transfer last week: the outgoing owner shared the checklist on Monday; the new owner saw it after a chat reminder on Tuesday. The client introduction moved from Tuesday to Wednesday. We did not observe the event.
0 / 12,000 characters
Record tools, manual steps, alternatives and why they stayed with or abandoned each one.
Example+
A shared document and a chat reminder. P01 said the team had not tried another tool; the reason for staying with this process was not established.
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Keep reported time, costs and frequency tied to the source. Do not turn a guess into a measured impact.
Example+
One introduction moved by one day. P01 did not know how often this happens or whether it changed revenue. No time-saving estimate is supported.
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Keep short verbatim quotes separate from your interpretation. Reference permissioned notes or redacted artifacts and their dates.
Example+
Invented quote: “I thought the other account manager was sending the introduction.” Source: fictional P01 notes, 13 October 2026; recollection, no artifact inspected.
0 / 12,000 characters
Record a contradiction, a competing explanation and anything your questions or prior pitch may have influenced.
Example+
P01 said the checklist usually works. A one-off absence or unclear responsibility could explain the delay; a new tool may not help.
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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 without an explicit next owner. Researcher: request permission to review a redacted checklist by 20 October 2026. Buying interest remains unknown.
