Most founders take terrible notes during user conversations. They write down what they think users meant instead of what users actually said.
This template helps you capture quotes you can actually use later.
Fill this during or immediately after each conversation. Don't trust your memory.
Date: [MM/DD/YY]
Duration: [X minutes]
Context: [How you found them, relationship]
Their current process for [specific workflow]:
Example: "I export from our CRM to Excel, clean it up manually, then upload to our analytics tool. Takes about 2 hours every Monday."
Tools they use:
Example: Salesforce + Excel + Google Sheets + manual email
Biggest frustration:
Example: "The CSV export always breaks when I have special characters in company names. I end up fixing it row by row."