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Discovery · Understand the problem
Customer Conversation Notes
Write down what people really said, and compare it across conversations.
- Workbook
- 7 pages
- Google Docs · Word · PDF
Making this yourself would take about 7 hours: working out the steps, writing the examples and setting it up in Google, Microsoft and PDF. It's done for you.
The voice in this video is George's, made with AI.
What it's for
You're in the middle of talking to people about a problem, and the details are starting to blur. Use it right after each conversation.
Pairs well with
- How to Talk to Potential Customers (before the talks)
- Is This a Real Problem? (decide what your notes add up to)
- How to Use AI to Create a Customer Avatar (turn your notes into a profile)
What you'll leave with
- One clear thing to learn from each conversation.
- A simple way to write down what people actually said and did.
- A side-by-side comparison of several conversations.
- A one-page Conversation Brief: what you can believe so far, and what's still a guess.
- A clear next step.
Look inside
How to use it
Work through the steps in order. Each one has a worked example and space to write your own answer.
- Get Ready for Each ConversationWrite what you want to learn, not what you hope to hear.
- Write Down What Actually HappenedWithin an hour, before your memory starts adding meaning.
- Judge How Strong Each Thing You Heard IsSort what people already do and spend from nice comments.
- Compare Your ConversationsLine them up and see what shows up again and again.
- Decide What Deserves Another LookChoose your next small decision, and who to talk to next.
- Tools That Help HereSee the free tools that help.
- Do It With AIUse the prompts to compare notes honestly.
- Your Conversation BriefFill in the short record you'll use in your next decision.
- Conversation RecordCopy this page for each conversation, and ask similar questions each time so you can compare.
Tips
- Write your notes the same day. Memory starts improving the story almost at once.
- Keep their words and your hopes in separate places on the page.
- Ask similar questions each time. That's what makes the comparison work.
Three formats, one purchase
- Google DocsMake a copy in your Google Drive and type straight into it.
- Microsoft WordDownload and fill it in on your computer.
- PDFPrint it and fill it in with a pen.
Discovery pack
Also in the Discovery pack
5 documents in all
Is This a Real Problem?
Use what real people told you to decide if the problem is worth your time.
About 7 hours to make yourself
How to Talk to Potential Customers
Have useful talks with people, without selling to them or pushing them toward the answer you want.
About 8 hours to make yourself
How to Use AI to Create a Customer Avatar
Turn your real customer notes into an honest one-page profile.
About 10 hours to make yourself
Conversation Tracker
Keep track of who to talk to, when, and what you heard.
About 6 hours to make yourself
Ready to start?
Pay once, keep it, and download it as often as you like.