Build your customer interview repository.

How to build your customer interview repository

1. 1

   Describe the job

   Connect interview excerpts to consent, source timestamps and research themes.

2. 2

   Review the first version

   Choose how the research coordinator records the interview and how the research lead reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your customer interview repository

• Keep the interview in context

  Keep interview, consent, problem excerpt, source timestamp, theme and evidence confidence together so the next person can understand the request or record.

• When the next step needs a decision

  One interview suggests a new export feature. Link the excerpt to its context and label it a single observation rather than a validated market requirement.

• Keep evidence confidence visible

  Keep a single interview observation distinct from a validated market conclusion.

• Choose what each person needs

  Give the research coordinator a working view and the research lead a review view. Keep interview and consent attached to the decision as the work moves between them.