Run the call you meant to run
Free guides and printable worksheets for discovery calls, usability sessions, focus groups and concept tests.
Printable worksheets
Print them, or fill them in on screen before your next call.
Guides
Short, practical and written for the person running the call.
How to audit your own customer discovery calls
How to tell if a customer interview was any good: a 5-step audit of your recording or transcript, a scoring sheet, and how to pick one thing to fix.
What is a leading question? 15 examples and better rewrites
A leading question hints at the answer you want. What it means, why it skews answers, and 15 examples with rewrites for customer interviews.
Discovery call checklist: before, during and after
A printable discovery call checklist for product teams and researchers: what to do before, during, and after a customer call to get honest, useful answers.
Customer discovery questions: 30 open-ended questions to ask
30 open-ended customer discovery questions, grouped by what you want to learn, plus the questions to skip and a simple way to build your own list of five.
9 common discovery call mistakes (and how to fix each one)
The 9 most common customer discovery call mistakes, what each sounds like, why it hurts, and a simple fix for every one.
Usability session checklist: how to moderate without leading
A step-by-step usability session checklist for product teams: how to write tasks, run a think-aloud session, avoid leading, and capture where and why people get stuck.
How to test a concept without selling it
A 5-step way to test a concept and get honest feedback: get an unprimed first reaction, check understanding, and separate likes from concerns, without selling.
How to get quiet participants to speak in a focus group
How to run a focus group where everyone is heard: practical ways to draw out quieter participants, handle dominant voices, and explore disagreement instead of rushing to agreement.
30+ open-ended question examples (and how they differ from closed questions)
30+ open-ended question examples grouped by situation, how they differ from closed questions, and how to turn a closed question into an open one.
Follow-up questions cheat sheet: 20 ways to say “tell me more”
20 neutral follow-up questions for customer interviews, organized by situation, plus three techniques (echo, summary check, silence) for getting people to say more.
Customer interview terms in plain English
A plain-English glossary of customer interview and user research terms: what leading questions, probing, think-aloud, unprimed reaction, and more actually mean.
How to review your interview transcripts: by hand vs with AI
How to review your interview transcripts by hand or with AI: prepare the text, see what AI misses, check its findings, and protect participants.
Sales discovery questions: 25 that qualify without pitching
25 sales discovery questions that uncover budget, pain and timeline without an interrogation or a pitch, plus what to stop asking and a call script.