Build an interview insight board

The opportunity

Organize customer interviews into useful decisions without losing the original evidence.

Best for: Small-business owners, consultants and lean marketing teams with approved source material

Goal: Leads

Gather your field kit

• Approved AI drafting tool
• Anonymized source material
• Human review checklist

Make it happen

1. Interview three consenting customers about their last purchase
2. Transcribe and anonymize the interviews
3. Ask AI to separate observed behavior from opinions
4. Link every insight to a transcript excerpt
5. Create a board of triggers, doubts and workarounds
6. Choose one issue for your next campaign

A ready-to-adapt example

Illustrative template. Replace the details with your own verified information.

Start smaller than you think

Run one small version of “Build an interview insight board” with five relevant participants or one limited publication. Record the questions, responses and completion of the intended next step before expanding.

What to measure

• Reviewed outputs used
• Qualified replies or completed next steps
• Corrections required

Watch out for

• Uploading private data without permission
• Publishing invented facts or unreviewed output

Permissions & trust

Use only data you are authorized to process. Review outputs for accuracy, confidentiality and rights before publishing.

Your next action

Start with this first step: Interview three consenting customers about their last purchase. Set a review date before increasing the budget.