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B2B User Research Log
B2B User Research Log
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B2B User Research Log

An AI-assisted template to help B2B companies catalogue and synthesize their user research efforts.

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Track and capture your user interview sessions by creating a card below. When you input the interview details (notes or transcript, participant role, and company), Coda AI will provide more context and help synthesize these details by filling in: company details, sentiment, and extracting other tools noted by the participant.
A summary is provided at the top of the doc to capture feature requests and pain points.

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Summary

✨ Feature Requests

Improved search functionality
Ability to customize user interface
Integration with external software platforms
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💥 Pain Points

Users would like more advanced visual customization options for tables and docs
Users want the ability to pin important docs for easy access
Load time with larger docs is a minor complaint
Users would like more dynamic CRM integration that can automatically pull in and update data from external CRM tools
Users want ready-to-use sales templates for lead scoring, sales funnel management, and client tracking
Users suggest integration with LinkedIn Sales Navigator for a more seamless work process
Users want more diagramming and whiteboarding features to avoid relying on third party embeds
Users suggest deeper integration with external tools like Jira and Slack for seamless data flow
Enhancement of automation features for complex, multi-step workflows is requested
Addition of a Gantt chart view for better project timeline management is requested.
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Interview Notes

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Melody from Pinterest
Interviewer
Hillary
Summary
Coda is used for project management, task tracking, and PRD document creation.
Users like the blended workspace, ability to build apps within a doc, customizable views, and automation features.
Feature requests include more advanced visual customization options for tables and docs, and the ability to pin important docs for easy access. Minor complaints include load time with larger docs.
Sentiment
Positive
Interview Date
Jul 17, 2023
Carlos from LinkedIn
Interviewer
Hillary
Summary
Feature request: More dynamic CRM integration that can automatically pull in and update data from external CRM tools.
Feature request: Ready-to-use sales templates for lead scoring, sales funnel management, and client tracking.
Feature request: Integration with LinkedIn Sales Navigator for a more seamless work process. Also suggests a feature for more sophisticated sales forecasts.
Sentiment
Negative
Interview Date
Jul 17, 2023
Ken from Intercom
Interviewer
Hillary
Summary
Use case: Product manager testing new tools and trying them out before committing to them.
Feature request: More diagramming and whiteboarding features to avoid relying on third party embeds.
Potential benefit: Integration with Jira and a good editing experience may make Ken consider moving from Confluence to our tool for writing PRDs.
Sentiment
Neutral
Interview Date
Jul 17, 2023
Judy from Webflow
Interviewer
Hillary
Summary
Enhancement of automation features for complex, multi-step workflows
Addition of a Gantt chart view for better project timeline management
Deeper integration with external tools like Jira and Slack for seamless data flow.
Sentiment
Positive
Interview Date
Jul 17, 2023
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Interview notes are sample/fake data

All interview notes and participants noted in the card above are fabricated by ChatGPT. Remove the placeholders to fill in your real content.

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Summary
✨ Feature Requests
💥 Pain Points
Interview Notes
Interview notes are sample/fake data
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