Prepare a decision

When a known customer has context, give them room to share it.

A customer says a recent change was confusing. You need to understand the moment it happened, what they expected, and what they did next. Send a few fixed voice questions; receive the transcript under each one.

Questions to begin with.

  1. 01What were you trying to do when this came up?
  2. 02What did you expect to happen?
  3. 03Where did the experience start to feel unclear?
  4. 04What did you do next?
  5. 05If you could change one part of this moment, what would it be?
Example transcriptIllustrative only

Question

Where did the experience start to feel unclear?

I could see that the setting had changed, but I could not tell whether it applied to the whole account or just the project I was in.

Use it for

Use the response to prepare a follow-up, shape a support conversation, or decide what needs a closer look.

Not for

This is for learning from people you already know. It does not recruit participants, measure a population, or stand in for broad research.