Guide
Five customer interviews in a week, one page of decisions
For this guide and its prompts we recommend:
- Typeform sends the screener and lets customers pick a time slot. Free plan · 14-day free trial (source)
- Fireflies.ai records and transcribes online calls, after the customer agrees. Free plan (source)
- Granola keeps notes from in-person conversations. Free plan (source)
Offers checked 21 Oct 2026 More tools below ↓
You can now turn five interviews into decisions.
Five short interviews with real customers, recorded with their consent, and one page that lists what they said in their words and the three changes you will make.
What you need
- A list of customers who agreed to hear from you
- Any AI chat assistant, for the questions and the summary
- Typeform for booking, Granola and Fireflies.ai
- Gamma for the decisions page
Recommended AI tools
TypeformThe right people book themselvesFree plan Fireflies.aiExact quotes instead of memoryFree plan GranolaNotes are ready when the call endsFree plan GammaYou change what customers asked forFree plan
Steps
Find and book five customers
Send a short screener to customers who agreed to hear from you: three questions and a time slot. Pick five who use your product in different ways.
Ask the same open questions on an online call
Tell each customer at the start that the call is recorded and why, and ask if that is fine. Use the same seven open questions in every call, so the answers can be compared.
WeakDon't you think our new feature is useful?
BetterTell me about the last time you needed something like this. What did you do?
Keep notes for calls in person
When you meet in person, write rough notes during the talk and clean them up right after, marking exact quotes. Ask before you quote anyone by name.
Turn the notes into one page of decisions
Put all five transcripts and notes together and look for repeated words, surprises and problems that came up more than once. End with three changes you will make and one thing you will stop doing.
The full instruction
Copy it into any AI chat assistant and change only the first line.
Change only this line: PRODUCT = [a meal-planning app for busy parents] You help me run five customer interviews in one week about my PRODUCT and turn them into decisions. Before you start, ask me the one or two questions I want to learn about. I will talk to customers on an online call or in person. Do four things: 1. Write a screener with 3 questions and a time-slot question. 2. Write 7 open interview questions. None of them may suggest the answer. Add one opening sentence that tells the customer the call is recorded and asks for their consent. 3. Write a note template with space for exact quotes. 4. Write the structure of a one-page summary: repeated words, surprises, 3 changes, 1 thing to stop. Do not invent answers. Start with the screener.
What you end up with
Five real conversations, exact quotes you can trust and one page of decisions that the whole team can read in two minutes. A tool built for each step (booking, recording, notes, the page) leaves you time to listen instead of typing.
Common mistakes
- Asking leading questions and hearing what you hoped for.
- Recording a call without asking for consent first.
- Collecting interviews and never writing down a decision.
Processes that need more than one tool
Each process below uses several tools, each for the job it does best. Any AI chat assistant works where one is named.
Find and book five customers
Tools, in order: any AI chat assistant → Typeform
- Ask a chat assistant for a screener with three questions and a time-slot question.
- Build it in Typeform and send it to customers who agreed to hear from you.
- Pick five people who use your product in different ways.
Recommended for this step: Typeform
Time: the right people book themselves
The prompt for this process
Write a short screener to book customer interviews. I will build it in Typeform. My product: [what it is] Who I want to hear from: [e.g. customers who bought in the last six months] Write 3 questions that help me pick five different customers, and one question for a time slot (three options plus "other"). Add a one-line intro that says what the interview is for and how long it takes. Start with the intro.
Ask the same open questions on an online call
Tools, in order: any AI chat assistant → Fireflies.ai
- Ask a chat assistant for seven open questions and a consent sentence.
- At the start of each call, read the consent sentence and record with Fireflies.ai only after a yes.
- Keep the transcript for the summary.
Recommended for this step: Fireflies.ai
Quality: exact quotes instead of memory
The prompt for this process
Write an interview guide for 20-minute calls with my customers. The calls are recorded with Fireflies.ai, only after the customer agrees. My product: [what it is] What I want to learn: [one or two questions] Write: one opening sentence that tells the customer the call is recorded, why, and asks for their consent; then 7 open questions that do not suggest the answer; then one closing question. Avoid yes/no questions. Start with the opening sentence.
Keep notes for calls in person
Tools, in order: Granola → any AI chat assistant
- Take rough notes in Granola during the conversation.
- Ask a chat assistant to clean them up and mark exact quotes.
- Ask before you quote anyone by name.
Recommended for this step: Granola
Time: notes are ready when the call ends
The prompt for this process
Here are my rough notes from an in-person customer interview, taken in Granola. Notes: [paste] Clean them up: keep the customer's own words, mark exact quotes with quotation marks, and separate what they said from what I concluded. Do not add anything that is not in the notes. Start with the quotes.
Turn the notes into one page of decisions
Tools, in order: any AI chat assistant → Gamma
- Paste all five transcripts and notes into a chat assistant.
- Ask for repeated words, surprises, three changes and one thing to stop.
- Lay the result out as one page in Gamma and share it with the team.
Recommended for this step: Gamma
Money: you change what customers asked for, not what you guessed
The prompt for this process
Here are five customer interview transcripts and notes. I will lay the summary out as one page in Gamma. Transcripts and notes: [paste] Write one page: words and problems that came up in at least two interviews (with quotes), surprises, three changes I should make and one thing to stop doing. For each change, say which interviews support it. Do not invent quotes. Start with the repeated words.
For this result we recommend these tools
This guide describes a result. These tools are one way to get there faster. Whether one pays for itself depends on your work, and we promise no result.
Typeform
An online form and survey builder with AI form creation.
From €25 per month (Basic, billed yearly; 100 responses a month) (source, checked 2026-10-16)
Typeform builds conversational online forms and surveys that show one question at a time. In this guide it is used in “Find and book five customers”. It is used for quizzes, feedback and lead forms, and its logic skips questions that do not apply, so more people finish.
Free plan · 14-day free trial (source, checked 21 Oct 2026)
Fireflies.ai
An AI notetaker: records, transcribes and summarises meetings.
From $10 per seat per month (Pro, billed annually; $18 billed monthly) (source, checked 2026-10-15)
Fireflies.ai records, transcribes and summarises online meetings and calls. In this guide it is used in “Ask the same open questions on an online call”. Teams use it to search old calls and share action items, and what sets it apart is a searchable transcript of every call, so nobody takes notes by hand.
Free plan (source, checked 21 Oct 2026)
Granola
An AI notepad that turns your meetings into clean notes without a meeting bot.
From $14 per user per month (Business) (source, checked 2026-10-16)
Granola is an AI notepad for meetings that writes up your notes from the call audio, without a bot joining the call. In this guide it is used in “Keep notes for calls in person”. It is used for client calls, interviews and team meetings, and it merges your own rough notes and the transcript into one clean summary.
Free plan (source, checked 21 Oct 2026)
From Ema’s story: Ema designs invitations that spell correctly
ToolGamma
AI tool for creating presentations, documents and simple websites from prompts.
From $9 per seat per month, $108 per seat billed annually (Plus) (source, checked 2026-10-07)
Gamma is an AI tool that builds slide decks, one-page documents and simple web pages from an outline. In this guide it is used in “Turn the notes into one page of decisions”. People use it for proposals, lesson slides and reports, and it stands out because the result is shared as a link that reads well on a phone.
Free plan (source, checked 21 Oct 2026)
We recommend a specialised tool for each process rather than one tool that does everything. Tools that try to do everything rarely do any one job really well, because no single function gets perfected. It is the same in life, in business and in relationships: spread your attention over ten places and nothing gets done properly.
Forward, without brakes
Now that the Kailiniai Heroes exist, you can have your own. Create one hero or several, and use them for goals that used to need a whole team or a big budget.
