Checklist
Checklist for your first customer research study
An eight-item checklist for getting a first customer research study done: set a specific goal, pick who to talk to, write a short interview guide, book one interview, set up recording with permission, run it, debrief straight away and share what you learned. Use it to go from intention to a first conversation in a week. Koji can then run the same interview with many more customers.
Where this appears
What's in this checklist
- Define your research goal: the specific question you're trying to answer
- Identify the people you need to talk to
- Create an interview guide with 5 to 10 open-ended questions
- Schedule your first interview, starting with just one
- Prepare your recording setup: get permission and test your tools
- Conduct the interview and listen more than you talk
- Debrief right away, while key insights are fresh
- Share your findings so they reach your team
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Free to use in your docs, decks and posts under CC BY 4.0, as long as you credit Koji with a link to this page. To embed it, paste this into your page:
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<a href="https://www.koji.so/visuals/first-customer-research-study-checklist"><img src="https://www.koji.so/visuals/first-customer-research-study-checklist/first-customer-research-study-checklist.png" alt="Checklist of eight steps for a first customer research study, from defining the goal and writing a guide to recording, debriefing and sharing findings." width="1080" height="1080" /></a>
<p>Source: <a href="https://www.koji.so/visuals/first-customer-research-study-checklist">Checklist for your first customer research study</a>, Koji</p>
