How to use the Interview guide template

Start a board from it
Use this template opens a new Freero board with the Interview guide template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Interview guide”.
Follow the instruction on the board
“Ask about past behaviour, not opinions or the future. Plan for 45 minutes and let the person talk; the notes are prompts, not a script.”
Fill in each part
- Warm-up: tell me about your role and a normal week.
- Tell me about the last time you had to plan staff rotas. Get the story in order: when, where, who, what tools.
- What was the hardest part?
- How do you deal with it today?
- Wrap-up: anything I should have asked? Who else should I talk to?
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 Interview guide 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.

User interview notes
Interview guide, color-coded notes and the key takeaways from one conversation.
Problem statement builder
Write a problem worth solving before anyone suggests a solution: who has it, when, what it costs them and how we know.
Jobs to be done
Understand the progress customers are trying to make: the situation, the job, what they use today and what holds them back.
Research plan
Plan a study before booking anyone: the decision it informs, the questions, method, participants, timeline and how you’ll share it.
Insight synthesis
Turn research notes into insights: what you observed, what it means, and what the team should do about it.
Insight to action
Take a finding from data and walk it through to a decision: what you saw, why it matters, what it might mean and what you will do.