Save document as: [Insert date] [Insert customer name] Call

Who should use this template? Any stakeholder that is leading a call with a customer.

Why should you use this template? This template should be used for the following reasons:

• Team alignment

  • This template should be sent out to stakeholders one week before the call so that we know 1) when the meeting is 2) have time to answer the questions/prompts below

• Visibility and organization improvements

  • Understanding the goal before the call is extremely important as it 1) helps stakeholders know if they need to attend 2) gives stakeholders time to collaborate to identify questions that need to be asked 3) gives us enough time to verify that the right users/attendees will be on the call as it holds us accountable and assures that we are respecting others time

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Background This section includes background information on the product/problem/opportunity, planned impact, etc. to provide context as to why we are having this call with a customer.

Goal This section includes the high-level reason for conducting this research

Key Questions 1-3 top question(s) trying to answer with this study

1. Goal 1
2. Goal 2
3. Goal 3

Participant Criteria and Attendees List Who from the company would we like to have attend so that we can get the answers we need. Think about the functions, roles, and tasks you want to talk about. This will help the team request to have the right customers in the room.

Criteria

Attendees Name - Role Name - Role

Discussion plan Topics you will cover to answer your meeting goals. Do you need to create any prototypes or other stimuli for the discussion?

Prototype link: Stimuli Links:

• [ ] [Important] If an important/specific user group wasn’t able to attend the call, please ask if we can have their contact information so that we can schedule another time to speak.

Research question bank: