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NT-101 / Decision pack

Customer interview planner

Ask about an existing customer’s real experience.

Ask about an existing customer’s real experience. Connect learning topic, neutral question, evidence to retain with responsibility and evidence. An action closes only when all task fields, owner and target date are entered, its state is Complete and an evidence reference is recorded.

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Start with the decision

Which interview topic lacks a neutral question and evidence plan?

Sales and service teams preparing a customer-learning interview.

From input to next step.

  1. 01

    Set the boundary

    Choose a narrow learning purpose and obtain voluntary participation. This concerns existing experience, not a prospect qualification call.

  2. 02

    Work through the record

    Prepare open questions about actual events. Separate the customer’s words from your interpretation and avoid leading prompts.

  3. 03

    Confirm the next step

    Record permitted evidence and uncertainty. Seek separate permission before publishing any quote or case study.

A look inside

The example, in plain sight.

Fictional values from the workbook. Amounts are illustrative currency units, not a market rate or a customer result.

Reference
CI-01
Learning topic
Choosing the service
Neutral question
What alternatives were considered?
Evidence to retain
Approved interview notes
Owner
Coordinator
Target date
2026-11-12
State
Complete
Evidence reference
Example record 1
Open action
0

Before you use the result.

  • Ask permission before recording.
  • Do not invent representative findings.
  • Private feedback is not a public testimonial.

An interview planning worksheet, not research execution or a representative study.

A few useful answers.

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Each product includes a PDF guide, an editable Excel workbook, a fictional worked example, a blank worksheet with 50 prepared rows and a decision log. Working kits also include an implementation plan and an adaptable message. The exact file list is on each product page.

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