Instructions

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Tip: When you create a new page in the notes database below, use the built-in templates to populate the survey below. The templates are synced to the survey below, so update the master survey below and the templates will auto-update.

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Interview Notes


Brand Discussion Guide

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Tip: Use cmd+F to find and replace “Company” below with your company name.

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Overview: We are conducting interviews with key stakeholders across Company in order to help us define who we are and what we’re building as a company. Please review and think about these questions ahead of your interview.

Strengths/Value Propositions

| Why do our customers hire Company? What problems do we solve for them?

| | --- | | What do our most passionate customers love about Company?

| | What do customers find at Company that they cannot find anywhere else? What makes us deserving of gaining market share from Incumbent Competitor?

| | Who do you see as our main competitors? Where do you think we win/lose against them?

|

Weaknesses/Opportunities

| What are our weaknesses?

| | --- | | If you could change one thing about Company, what would it be?

| | What about Company is hardest for customers to understand?

|

Customer Perceptions

| How would you describe our high-expectation customer (HXC)? (our ideal/optimal customer)

| | --- | | What do you think comes to customers’ minds when they think of Company? How about by the end of next year? What do you wish came to their minds?

| | What is the biggest difference between how we think of ourselves and how customers think of us?

| | What do you think people get wrong about us?

| | Do you think people like Company? Why or why not?

| | What is one thing customers dislike about us?

|

Employee Perceptions

| Why do you think people choose to come work here?

| | --- | | If you weren’t working here, where would you want to work?

|

Defining Company

| In one sentence, what do you say when a prospect asks you to describe Company?

| | --- | | What would our mission be if you were the sole decider?

| | What values do you think our brand represents? |

Long-term Roadmap

| What is Company in 10 years? What is Company in 2 years?

| | --- | | What is Company now, and how do we get to the 5-year and 20-year vision?

|

Wrap-up

| Is there anything else you’d like to share, or anything else we should have asked you?

| | --- |


Additional Resources

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Before you get started, you may want to plan your sessions using tips from this resource:

Session Planning Framework

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Interviewing non-decision makers? Use this version:

Non-Decision Maker Survey

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Ready to share your findings? Get started with this sample report template.

Brand Listening Tour Report Template

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