Structure
Template Sections
1
Background
Customer context and background
2
Current Process
How they currently solve the problem
3
Pain Points
Challenges and frustrations
4
Needs & Goals
What they're trying to achieve
5
Feedback on Solution
Reactions to proposed solution
6
Key Insights
Main takeaways and learnings
Background
Customer role, company, and relevant context about their situation.
Current Process
How they currently solve the problem or perform the task today.
Pain Points
Key challenges, frustrations, and problems they encounter with current solutions.
Needs & Goals
What they're ultimately trying to achieve and success criteria.
Feedback on Solution
Their reactions, thoughts, and feedback on our proposed solution or prototype.
Key Insights
Most important takeaways, quotes, and insights to inform product decisions.