Run Customer Interviews That Reveal Real Jobs
By Sarthak Arora · From the Customer Research & Segmentation collection · Updated July 2026
This prompt builds a complete, unbiased interview guide that reconstructs a customer's decision from the first thought that a problem existed, through the purchase, through the outcome they hoped to buy. It is engineered to surface the underlying job, the trigger event, the anxieties, the alternatives considered, and the true willingness to pay, so you stop guessing at motivation and start designing against evidence. You get a recruiting screener, a warm outreach message, a sequenced question guide with follow up probes, and a synthesis template that turns transcripts into themes you can ship into copy and onboarding.
When to use this
- You are about to write positioning, onboarding, or a landing page and you are working from assumptions about why people buy rather than their actual words.
- Churn or trial drop off is climbing and you need to hear, in the customer's language, what was really happening in their world when they signed up and when they left.
- You are validating a new product or feature and want to separate what people say they want from the outcome they are actually trying to achieve.
Fill in the variables
PRODUCT
One or two plain sentences on what it is.
Example: "a scheduling tool for home service businesses."
DECISION_TO_INFORM
The decision this must change.
Example: "rewrite the first run onboarding to reach the aha moment faster."
INTERVIEWEE_TYPE
Who you interview.
Example: "customers who cancelled within 60 days."
SEGMENT_NOTES
Role, company size, buyer versus end user, and price paid, since the buyer is often not the user.
KNOWN_ALTERNATIVES
Prior tools and manual workarounds you already know about, so the guide can probe switching.
OPEN_ASSUMPTIONS
The beliefs you most want disproved. The stronger your assumptions, the more valuable it is to test them.
The prompt
Full method. Works on any model.
You are a senior customer research strategist who has run hundreds of jobs to be done and discovery interviews across B2B and B2C products. You design interview guides that uncover why customers really acted, not surface level feature feedback. You know the single biggest failure mode in research is confirmation research: having pleasant conversations that only verify what you already believe. Your guides are built to disprove assumptions, not flatter them. Your task: produce a complete, ready to run interview kit for the situation below. CONTEXT INTAKE {{PRODUCT}}: what the product or service is, in one or two plain sentences. {{DECISION_TO_INFORM}}: the business decision this research must change (for example: rewrite onboarding, fix trial to paid conversion, validate a new tier, cut churn in a segment). {{INTERVIEWEE_TYPE}}: who you will talk to (recent buyers, churned or cancelled customers, trial users who never converted, prospects who chose a competitor, non buyers). {{SEGMENT_NOTES}}: what you know about this segment (role, company size, buyer vs end user, price paid). {{KNOWN_ALTERNATIVES}}: current or prior solutions and workarounds you already know about. {{OPEN_ASSUMPTIONS}}: beliefs you hold that this research should test (for example: "they churn because of price"). If any of {{DECISION_TO_INFORM}}, {{INTERVIEWEE_TYPE}}, or {{OPEN_ASSUMPTIONS}} is missing or vague, ask me clarifying questions one at a time, at most five, until you can restate the decision and the interviewee in your own words. Do not write any part of the kit until then, and do not guess at the decision the research serves. METHOD (follow in order) 1. Tie to the decision. Restate the business decision, then write two or three research questions, labeled RQ1, RQ2, RQ3, that, if answered, would change it. If a question cannot change the decision, drop it. These labels are load bearing: every interview question you write later must carry one, so I can audit the mapping myself. 2. Write down assumptions to test. List the stated {{OPEN_ASSUMPTIONS}} plus any you infer. For each, note what a confirming answer and a disconfirming answer would sound like, so the interviewer can hear both. 3. Build a short screener. Never reveal who you are recruiting for. Ask attribute questions with the full list of options (for example "what best describes your role" with real choices), then qualify or disqualify silently. Exclude industry insiders and competitor employees. Match the screener to real world relevance for the {{DECISION_TO_INFORM}}: only recruit people who would actually do this in the real world. 4. Draft a warm outreach message. Frame participation as a gift of the person's time, state plainly why their input matters and how it will be used, promise a short duration (around 20 minutes), offer a self serve scheduler, and keep it human. For churned or lapsed people, acknowledge the awkwardness directly rather than pretending. 5. Sequence the guide in four passes. Open with the person (role, current projects, biggest problem on their mind) to build rapport. Then reconstruct the timeline of the decision: the first moment they realized they needed a solution, where they were, who else was involved. Then the alternatives: what they used before, what they evaluated, why they switched, what still does not work. Then the outcome: what better life they imagined, how they measure success themselves, how their boss measures them, and what they were skeptical or anxious about. 6. Probe willingness to pay through the job, not a price poll. Ask what the outcome is worth to them (time saved, money made, risk avoided) and what price they compared yours against. Never ask them to predict future behavior or to price a hypothetical feature; people are unreliable at both. 7. Attach follow up probes to every question: "tell me more," "why," "who said that," "where were you when that happened." Instruct the interviewer to keep digging past rehearsed answers to the emotion underneath, and to treat opinion and "why did you do X" answers with skepticism, since people rarely know why they acted and may re story it to look good. QUESTION DESIGN RULES (enforce in every question) → Neutral framing. Offer both positive and negative options so the wording does not push a direction. Prefer "tell me about the last time you did X." → No leading, no praise, no criticism while asking. → No compound or double barreled questions. → No jargon or acronyms; spell things out. → Do not ask users to predict future behavior or to design solutions. Ask what outcome they are trying to achieve. People describe a faster horse; you are hunting the underlying job. → Treat self reported behavior as a belief to verify against real data, not as fact. OUTPUT FORMAT 1. Research questions tied to the decision. 2. Assumptions to test, each with a confirming and a disconfirming signal. 3. Screener (5 to 8 questions, with the full option lists). 4. Outreach message (subject line plus body). 5. Interview guide, grouped into the four passes above, roughly 10 to 14 primary questions, each with 2 to 3 follow up probes. 6. Synthesis template: a table with columns for the verbatim quote, the finding, how many times it was mentioned, and the segment it came from, plus buckets for trigger events, anxieties, alternatives, and desired outcomes. SELF CHECK (run before finishing) Facts to verify: every question maps to a research question, and every research question can change the stated decision. Failure modes to avoid: leading or confirmation seeking wording; feature feedback questions dressed up as research; asking people to predict the future; screener questions that reveal the "right" answer; over generalizing from one voice to all users; a guide so scripted the interviewer cannot follow the conversation where it goes. If you catch any, fix it and note what you changed.
For the most capable models. Goal and quality bar up front.
You are a senior customer research strategist who designs interview kits that uncover why customers really acted, not surface level feature feedback. Goal: produce a complete, ready to run interview kit for the situation below. Your first line of output is the single business decision this research must change, restated in your own words, followed by the two or three research questions that would flip it. Everything else supports that. Deliverable: research questions tied to the decision; assumptions to test, each with a confirming and a disconfirming signal; a screener of 5 to 8 questions with full option lists; a warm outreach message (subject plus body); an interview guide of roughly 10 to 14 primary questions grouped into four passes (the person, the decision timeline, the alternatives, the outcome), each with 2 to 3 follow up probes; and a synthesis template with columns for verbatim quote, finding, mention count, and segment, plus buckets for trigger events, anxieties, alternatives, and desired outcomes. Context: {{PRODUCT}}, {{DECISION_TO_INFORM}}, {{INTERVIEWEE_TYPE}}, {{SEGMENT_NOTES}}, {{KNOWN_ALTERNATIVES}}, {{OPEN_ASSUMPTIONS}}. Non negotiable principles: → Every interview question maps to a research question, and every research question can change the stated decision. Drop anything that only satisfies curiosity. → Reconstruct the real timeline: the first thought a problem existed, the trigger event, who else was involved, the alternatives weighed, the switch, and how the person defines their own success. → Approach willingness to pay through the value of the outcome and the comparison the customer actually made, never a hypothetical price poll or a request to predict future behavior. → Keep the screener blind: never reveal who you recruit for, use full option lists, and qualify or disqualify silently. Exclude industry insiders and competitor employees. → Frame every question neutrally with both positive and negative options, no leading, no compound questions, no jargon. Treat self reported behavior and "why did you do X" answers as beliefs to verify, not facts. Quality bar: an interviewer could run this cold; a skeptic could audit each question back to a research question and each research question back to the decision; and the synthesis template turns transcripts into segment tagged, tallied themes ready to become copy and onboarding. Boundaries: do not invent data, quotes, or statistics. Do not pad with generic research advice. Do not write a guide so scripted the interviewer cannot follow the conversation. If {{DECISION_TO_INFORM}}, {{INTERVIEWEE_TYPE}}, or {{OPEN_ASSUMPTIONS}} is missing or vague, ask one focused question instead of guessing.
Five lines. Speed over rigor.
Build me a customer interview guide for {{PRODUCT}}, talking to {{INTERVIEWEE_TYPE}}, to inform this decision: {{DECISION_TO_INFORM}}. Test these assumptions: {{OPEN_ASSUMPTIONS}}. Give me a blind screener, a short outreach message, and 10 to 14 neutral, open questions that reconstruct the timeline from first thought to purchase to outcome, each with follow up probes. Quality bar: every question must map to the decision, none may lead the answer or ask people to predict the future.
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What good output looks like
- Every interview question traces back to a research question, and every research question could plausibly flip the stated decision. Nothing is there just because it is interesting.
- The guide reconstructs a timeline from first thought to purchase to outcome, and it explicitly captures the trigger event, the anxieties at signup, the alternatives considered, and how the customer defines their own success.
Show 3 more quality checks
- Questions are neutral and open, never leading, never compound, and never ask the person to predict future behavior or to spec a feature.
- Willingness to pay is approached through the value of the outcome and the comparison the customer actually made, not through a hypothetical price question.
- The synthesis template lets you paste verbatim quotes, tally how often a theme recurs, and tag it to a segment, so themes are ready to become copy and onboarding messages.
Related prompts
- Choose the Right Research Method
Decide whether an interview is even the right instrument before you write the guide, or whether a survey, usability test, or analytics pull fits the question better.
- Turn Reviews and Verbatims Into Themes and Copy
Once you have transcripts, cluster the verbatims into themes and pull swipeable, high converting copy from the customer's own words.
- Build Evidence Based Personas
Roll the interview findings up into archetypes grounded in real data rather than invention.
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