B2B User Research Log

Inspiration

I created this template to help solve a problem I've encountered at nearly every early-stage B2B company I've worked with: how to catalogue and synthesize user interview content without adding extra manual work.

What it does

This template enables anyone conducting user interviews to easily:

• Catalogue their notes: Coda AI will summarize the notes for you
• Effortlessly track user interview sentiment: Coda AI assigns a sentiment to each interview card
• Understand the themes: At the top of the doc, Coda AI summarizes the feature requests and pain points that have surfaced across all your logged interviews
• Keep track of integration opportunities: Coda AI extracts and tags names of tools mentioned by your interview participants so you can keep-in-mind integration opportunities and other tools used by your customer base

What's next for B2B User Research Log

Not mentioned in the video walk-through, but II’d love to expand upon this template to:

• Link it to a Google Calendar for user interviews to pull in more of the interviewee context beforehand (i.e. email address)
• Upload recorded interviews to loom (or a similar tool) where the transcript can be synced to Coda so the interviewer doesn’t even have to take notes
• Give the option to push each row to a Slack channel to share overarching themes or interesting points for user feedback, so we could start a conversation that could lead to a pitch, or just socialize common threads coming up.
• Enrich participant records with Clearbit to remove even more manual work!

Built With

• coda