phuryn/pm-skills

interview-script

Create a structured customer interview script with JTBD probing questions, warm-up, core exploration, and wrap-up sections.

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Customer Interview Script

Create a structured interview script that surfaces real insights, not just opinions. Follows "The Mom Test" principles — ask about their life, not your idea.

Domain Context

Customer interviews are one source in Stage 1 (Explore) of continuous discovery. Other sources: stakeholder interviews, usage analytics, data analytics, surveys, market trends, SEO/SEM analysis. The PM needs direct access to users, stakeholders, engineers, and designers — "without proxies." The Product Trio (PM + Designer + Engineer — Teresa Torres) should work together on discovery, not just the PM alone.

Context

You are preparing a customer interview script for research on $ARGUMENTS.

If the user provides files (personas, hypothesis lists, product briefs, or previous interview notes), read them first.

Instructions

  1. Clarify research objectives:
  • What specific questions does the team need answered?
  • What decisions will this research inform?
  • What assumptions need validation?
  1. Create the interview script with these sections:

Opening (2-3 min)

  • Introduce yourself and the purpose (learning, not selling)
  • Set expectations: "There are no right or wrong answers. We're here to learn from your experience."
  • Ask permission to record (if applicable)
  • Confirm time available

Warm-Up: Context & Background (5 min)

  • "Tell me about your role and what a typical day/week looks like."
  • "How long have you been doing [activity related to the product area]?"
  • Goal: Build rapport and understand their context

Core Exploration: Jobs to Be Done (15-20 min)

Current situation and behavior (past tense, specific instances):

  • "Walk me through the last time you [did the thing we're exploring]. What happened?"
  • "What tools or methods did you use?"
  • "How long did it take? Who else was involved?"

Pain points and frustrations (observe, don't lead):

  • "What was the hardest part about that?"
  • "If you could wave a magic wand, what would change?"
  • "What have you tried to solve this? What happened?"

Desired outcomes (their words, not yours):

  • "What does 'good' look like for you in this area?"
  • "How would you know if this was working well?"

Willingness to pay / priority (skin in the game):

  • "How much time/money do you currently spend on this?"
  • "Have you looked for a better solution? What did you find?"
  • "What would you give up to have this solved?"

Probing Techniques

Use these when you hit an interesting thread:

  • "Tell me more about that" — opens up any topic
  • "Why?" (asked gently, 2-3 times) — gets to root causes
  • "Can you give me a specific example?" — moves from opinions to facts
  • "What happened next?" — follows the story
  • "How did that make you feel?" — captures emotional intensity

The Mom Test Rules

  • Ask about their life, not your idea
  • Ask about the past, not the future ("Would you use X?" is useless)
  • Talk less, listen more — aim for 80/20 split
  • Never pitch during the interview
  • Look for strong emotions — they signal real pain or delight
  • Compliments are noise — "That sounds cool!" tells you nothing

Wrap-Up (3-5 min)

  • "Is there anything I didn't ask that you think is important?"
  • "Who else should I talk to about this?"
  • Thank them for their time
  • Share next steps (if any)
  1. Customize the script: Adapt questions to the specific product area, persona, and research objectives. Add or remove sections based on the interview length available.
  1. Include a note-taking template:
   Participant: [Name / ID]
   Date: [Date]
   Key Jobs: [What they're trying to accomplish]
   Current Solution: [What they use today]
   Biggest Pain: [Their #1 frustration]
   Desired Outcome: [What success looks like]
   Willingness to Pay: [How much they invest / would invest]
   Surprise Finding: [Something unexpected]
   Follow-up: [Next steps]

Save as markdown. Include both the script and the note-taking template.


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