Workflow pack
A customer interview workflow pack that fans out the tasks to run a focused thirty-minute interview that produces usable insight.
Overview
A customer interview is worth little without preparation and follow-through. Recruiting, briefing, running the script, and writing up themes in order turns a conversation into insight the team can act on.
This template is the built-in Customer interview workflow pack in Atlas. Applying it fans out the interview tasks: recruiting the interviewee, sending a pre-read, running the interview, writing up themes, and sharing the insight.
Because the pack creates real tasks, the interview process is repeatable and the insight is shared rather than lost in one person notes.
What is included
A task to recruit the interviewee and confirm the slot.
A task to send a pre-read with the topics so the time is used well.
A task to run the interview using the script.
A task to write up themes and quotes from the conversation.
A task to share the insight with product and design.
How to use it
Go to /template-library and apply the Customer interview pack.
Give the interview tasks an owner so the process runs end to end.
Recruit, brief, and run the interview using the script.
Capture themes and quotes and share the insight with the team.
FAQ
Ready when you are
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