# Customer interview notes: [Study or topic]

**Participant ID:** [Use an approved identifier]  
**Segment:** [Relevant segment]  
**Date:** YYYY-MM-DD  
**Interviewer:** [Name]  
**Note taker:** [Name]  
**Consent to record:** Yes / No / Not applicable  
**Recording or transcript:** [Restricted link, if permitted]

## Research objective

[State what this interview is intended to help the team understand.]

## Questions or hypotheses

- Research question: [Question]
- Assumption being tested: [Assumption]
- Evidence that would challenge it: [Signal]

## Participant context

- Relevant role or situation: [Context]
- Current workflow: [How the participant handles the task today]
- Frequency or importance: [Context]

> Record only information needed for the research. Follow the approved consent, privacy, retention, and access rules.

## Timestamped notes

| Time | Type | Note or exact quote | Related question | Tag |
|---:|---|---|---|---|
| 00:00 | Said / Did / Interpretation | [Quote, observation, or clearly labeled interpretation] | [Question] | [Tag] |

## Problems and workarounds

| Problem or need | Current workaround | Frequency | Impact | Evidence |
|---|---|---|---|---|
| [Problem] | [What they do now] | [Frequency] | [Effect] | [Quote or observation] |

## Key findings

| Finding | Evidence | Confidence | Follow-up needed |
|---|---|---|---|
| [Finding] | [Quote, observation, or behavior] | Low/Medium/High | [Next question] |

## Exact quotes

> “[Quote preserved exactly.]” ([Timestamp])

## Surprises and contradictions

- [What did not match the initial assumption?]

## Open questions

- [Question to investigate in later interviews]

## Immediate debrief

- Most important learning: [Finding]
- What this interview does **not** prove: [Limitation]
- One change to the next interview: [Adjustment]

## Research repository fields

- Study: [Name]
- Interview ID: [ID]
- Tags: [Tags]
- Access classification: [Classification]
- Retention or deletion date: YYYY-MM-DD