Working tool · Marketing
Customer interview record
Record what happened the last time a customer faced the problem, what they tried, what it cost, and what commitment came next.
Checked September 18, 2026Excel workbook
The record asks about the last real occurrence, the current workaround, time or money already spent, the buying process, objections, and the next commitment.
A compliment is not recorded as a sale. Paid commitments and scheduled follow-ups are counted separately.
Review the rows for repeated situations, consequences, alternatives, and objections before changing the offer.
Working file
Keep interviews tied to behavior and commitments
Use one row per conversation. Separate evidence from interpretation and record whether the person made a paid or scheduled commitment.
Download the customer interview record