Workflows
User research
Blueprint-driven research interviews with JTBD structure: role, workflow, alternatives, and recommendation score — plus narrative depth for roadmap evidence.
Classic user interviews do not scale: recruiting, moderating, and coding notes for every participant burns weeks. Static surveys scale — but lose the “why” behind jobs and alternatives.
This template gives research teams an async AI-moderated interview with JTBD-oriented blueprint fields: role, current workflow, alternatives tried, and a recommendation score. The agent probes for examples and edge cases while keeping sessions comparable.
Use deep-dive session shape for discovery; keep a shorter variant when validating a single hypothesis with a larger sample.
Best for
- Product and UX research teams
- Founders validating category fit
- Async studies across time zones
Outcomes
- Prioritized JTBD and friction themes
- Deal-breakers vs nice-to-haves
- Verbatim problem language for briefs
How it works
1
Write a sharp research question
Objectives should name the decision you need (e.g. “Should we invest in X workflow?”). Vague goals produce vague themes.
2
Keep JTBD blueprint fields
Role, workflow steps, alternatives, and deal-breakers stay structured. Narrative probes fill the qualitative layer.
3
Recruit owned or invited participants
CRM segments, waitlists, or customer advisory boards work well. Tag persona so hub compares stay honest.
4
Synthesize in the analysis hub
Edit theme labels, pull quotes into PRDs, and share a short readout — without waiting for a sealed agency deck.
Sample questions
- QWhat job are you trying to get done when you use tools like ours?
- QWalk me through your current workflow from start to finish.
- QWhat have you tried before, and why did it fall short?
- QWhat would make you recommend — or refuse — a solution in this category?
Setup tips
- Separate generative discovery from evaluative testing; do not mix both in one brief.
- Cap deep-dive length in the opening so participants know the time ask.
- Store persona and company size on the contact for later cohort compares.
Frequently asked questions
- Does this replace human moderation entirely?
- It replaces the need for a live moderator on every session. Researchers still design objectives, review notes, and decide — the agent scales the conversation layer.
- Can we mix voice and text?
- Yes. Share settings can offer voice, text, or participant choice. Blueprint fields and analysis use the same pipeline either way.
- How many sessions do we need?
- For early discovery, a focused owned-audience sample often beats a large but shallow survey. Scale once themes stabilize and you need prevalence estimates.