Resource
Customer research toolkit
Research frameworks that reveal the motivations behind customer behavior—and feed a steady stream of test ideas into your roadmap.
Planning your studies
Define objectives, recruit participants, and set up the right mix of qualitative and quantitative methods.
- Recruitment checklists and consent templates
- Deciding when to use interviews, usability tests, or surveys
- Session planning worksheets to keep teams aligned
Running the research
Capture high-quality insights with repeatable scripts, observation frameworks, and note-taking systems.
- Interview prompts aligned to common experimentation goals
- Observer role cards and bias-busting reminders
- Templates for capturing behavioral, attitudinal, and contextual notes
Synthesis & activation
Transform raw observations into actionable test ideas and share them in a way stakeholders can use immediately.
- Affinity mapping templates and digital whiteboards
- Storytelling frameworks to socialize insights
- Playbooks for converting findings into hypotheses