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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

💥 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.

Interview Notes

Add row
Melody from Pinterest
Interviewer
Hillary
Summary
Sentiment
Positive
Interview Date
Jul 17, 2023
Carlos from LinkedIn
Interviewer
Hillary
Summary
Sentiment
Negative
Interview Date
Jul 17, 2023
Ken from Intercom
Interviewer
Hillary
Summary
Sentiment
Neutral
Interview Date
Jul 17, 2023
Judy from Webflow
Interviewer
Hillary
Summary
Sentiment
Positive
Interview Date
Jul 17, 2023

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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