# Customer Discovery Interview Template

Learn how a customer experiences a problem before you build or pitch. The goal is truth, not validation. Anchor questions in past behavior and never pitch in the room.

**Duration:** 30 minutes
**Cadence:** As needed
**Participants:** Interviewer plus one note-taker and one customer or prospect

## Agenda

- [ ] Frame and consent (3 min) - explain you are learning, not selling; ask to record
- [ ] Background and context (5 min) - role, team, how the work happens today
- [ ] Problem exploration (12 min) - last time the problem happened, what it cost
- [ ] Workarounds and triggers (6 min) - current fixes, what would trigger change, who decides
- [ ] Wrap and referral (4 min) - confirm, ask what you missed, request an intro

## Questions

- Walk me through the last time you ran into this problem. What happened?
- What did you do about it? What did you try before that?
- How much time or money did that cost you, roughly?
- What is the hardest part of doing this today?
- What would have to be true for you to change how you handle this?
- Who else is affected, and who would weigh in on a fix?
- Is there anything I should have asked but did not?

## Notes / Next steps

- Verbatim quotes: ______________________________
- Problem severity (1-5): ________________________
- Buying trigger observed: _______________________
- Referral / next interview: _____________________

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Free template from OrgTP. Adapt or run it live at orgtp.com/templates/customer-discovery-interview