Customer Research Management
About this template
The Customer Research Management template is broken down into the following: A Guide to Customer Research The guide will help those who are new to customer research understand its importance, how to start conducting research, and best practices I have found through conducting hundreds of interviews. Interview/Task Databases In the database section, you will be able input all information about interviewees, plan out each individual interview, and create any additional tasks that are required. Management Dashboards This section is organizing all the information from the database section. Get a weekly snapshot of all upcoming interviews, tasks, and follow up required with your interviewees.
Categories
About this creator
More by Luke Peterson
More like this
Install now
How to use this template with A.I
Delegate this template to NØtis and have your personal assistant automatically manage it for you.
1
Duplicate this template in your Notion workspace.
2
Create your NØtis account.
3
When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.
4
Make sure the template appears in your synced database and is activated.
Make it your own
Optionally, you can give additional instructions to NØtis directly by customizing the template.
1
You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"
2
Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."
3
You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".
4
NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.
