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170 lines
5.2 KiB
Markdown
170 lines
5.2 KiB
Markdown
---
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description: Prepare a customer interview script or summarize an interview transcript into structured insights
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argument-hint: "[prep|summarize] <topic or transcript>"
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---
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# /interview -- Customer Interview Prep & Summary
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Two modes: **prep** creates a structured interview script before you talk to customers, **summarize** extracts insights after you've done the interview.
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## Invocation
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```
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/interview prep Onboarding experience for enterprise users
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/interview summarize [paste transcript or upload file]
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/interview # asks which mode you need
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```
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## Modes
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---
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### Prep Mode
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Create a structured interview script tailored to your research question.
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#### Workflow
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**Step 1: Understand the Research Goal**
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Ask the user:
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- What are you trying to learn? (specific research question)
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- Who are you interviewing? (segment, role, relationship to product)
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- How much time do you have? (15 min, 30 min, 60 min)
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- What decisions will this research inform?
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**Step 2: Generate Interview Script**
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Apply the **interview-script** skill:
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- Follow "The Mom Test" principles — ask about their life, not your idea
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- No leading questions, no pitching, focus on past behavior and real situations
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- Structure the script in sections:
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```
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## Interview Script: [Research Topic]
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**Research Question**: [what we're trying to learn]
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**Target Participant**: [who]
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**Duration**: [X] minutes
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### Warm-up (3-5 min)
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[Rapport-building questions, role/context understanding]
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### Core Exploration (15-40 min)
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[JTBD probing, past behavior, current workflow, pain points]
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- For each question: the question + why you're asking it + follow-up prompts
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### Specific Topics (5-10 min)
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[Targeted questions about specific features or concepts — if needed]
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### Wrap-up (3-5 min)
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[Open-ended closing, referral ask, next steps]
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### Note-Taking Template
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[Pre-formatted template to capture insights during the interview]
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### Red Flags to Watch For
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[Signs the conversation is going off-track or the participant is being polite rather than honest]
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```
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**Step 3: Customize and Review**
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- Adjust question count to fit the time slot
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- Add probing questions for specific hypotheses the user wants to test
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- Flag questions that might lead the witness
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- Offer a printable version (markdown file saved to workspace)
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---
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### Summarize Mode
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Transform an interview transcript into structured, actionable insights.
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#### Workflow
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**Step 1: Accept the Transcript**
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Accept in any format:
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- **Pasted text**: Raw transcript or notes
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- **Uploaded file**: Document, text file, or meeting notes export
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- **Audio summary**: If the user describes what was said (not a full transcript)
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If the input is rough notes rather than a full transcript, work with what's available and note the limitations.
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**Step 2: Extract and Structure**
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Apply the **summarize-interview** skill:
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Parse the transcript to identify:
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- **Participant profile**: Role, experience level, segment, context
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- **Jobs to Be Done**: What the participant is trying to accomplish
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- **Current workflow**: How they solve the problem today
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- **Pain points**: Frustrations, workarounds, time sinks
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- **Satisfaction signals**: What works well, moments of delight
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- **Quotes**: Verbatim quotes that capture key insights (with timestamps if available)
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- **Surprises**: Anything unexpected or that contradicts assumptions
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- **Feature reactions**: If specific features/concepts were discussed, capture reactions
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**Step 3: Generate Interview Summary**
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```
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## Interview Summary
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**Participant**: [anonymized profile — role, segment, experience]
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**Date**: [if known]
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**Duration**: [if known]
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**Interviewer**: [if known]
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### Key Insights
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1. **[Insight]** — [supporting evidence/quote]
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2. **[Insight]** — [supporting evidence/quote]
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3. ...
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### Jobs to Be Done
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- **Primary JTBD**: [When I..., I want to..., so I can...]
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- **Related JTBDs**: [additional jobs]
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### Current Workflow
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[How the participant currently solves the problem, step by step]
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### Pain Points
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| Pain Point | Severity | Quote |
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|-----------|----------|-------|
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### Satisfaction Signals
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| What Works | Why | Quote |
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|-----------|-----|-------|
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### Notable Quotes
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> "[quote]" — on [topic]
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### Assumptions Validated / Invalidated
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| Assumption | Status | Evidence |
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|-----------|--------|----------|
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### Action Items
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- [ ] [Follow-up action from this interview]
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- [ ] [Research question to explore further]
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### Raw Notes
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[If helpful, include annotated key sections]
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```
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Save the summary as a markdown file.
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**Step 4: Connect to Broader Research**
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Offer:
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- "Want me to **compare this with other interview summaries** you've done?"
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- "Should I **update assumptions** based on what this participant said?"
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- "Want me to **extract personas** from multiple interviews?"
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## Notes
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- In prep mode, always include "why you're asking" annotations — they help the interviewer stay on track
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- In summarize mode, distinguish between what the participant *said* vs. what they *did* (behavioral > stated)
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- Flag contradictions within the same interview (says one thing, describes doing another)
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- If the transcript mentions competitor products, capture competitive intelligence
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- For summarize mode, if multiple transcripts are provided, synthesize across them with cross-participant patterns
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