How to use the Exit interview template

Start a board from it
Use this template opens a new Freero board with the Exit interview template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Exit interview”.
Follow the instruction on the board
“Have someone other than their manager run it. Thank them and promise what you’ll do with the answers, then do it.”
Fill in each part
- What made you start looking?
- What did you enjoy most here?
- What would you change if you were in charge?
- What could have made you stay?
- Would you come back, or recommend us to a friend?
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Exit interview board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Stay interview
Ask people why they stay and what might make them leave, while you can still do something about it.
Role handover
Hand over a role when someone moves on: responsibilities, open work, key relationships, where things live and what’s risky.
Volunteer onboarding
Take a new volunteer from signing up to their first shifts without losing them to slow replies, checks or a confusing first day.
Feedback conversation prep
Prepare to give someone difficult feedback: what you saw, its effect, what you want instead and how you’ll listen.
Offboarding checklist
Everything to do when someone leaves, from the day they resign to after their last day: access, equipment, pay, handover and goodbye.
Employee journey map
Follow an employee’s experience from first hearing about you to leaving, to find the moments that make people stay or go.