By Tangenix · Published 2026-10-23 · Free template

Customer Interview Invitation Template

Invite relevant app users to a discovery conversation with a clear purpose, time request and optional participation.

When to use this template

Use this invitation when you can identify a recent task someone completed and want to understand that experience. Personalize the observation, explain the research purpose and keep the request separate from a product pitch.

Choose another approach when: You cannot explain why this person fits the research, the community forbids recruitment, or you intend to present a sales demo while calling it an interview.

Gather these inputs

• The task you are researching and a recent example of the person doing it.
• A realistic conversation length and available times.
• Your identity, reason for researching the task and note-taking practice.

Copy and adapt the template

Edit the text below and copy it into your own document. Edits stay in this browser field and are not submitted or saved by this page.

Worked example

Illustrative example, not a Crany customer result. Replace every example detail with facts you can verify.

Subject: How do you track overdue freelance invoices?
Hi Mira,
In your public bookkeeping discussion, you mentioned checking a spreadsheet before following up on invoices. I’m researching how independent designers decide which invoice needs attention.
Would you be open to a 20-minute conversation about the last overdue invoice you handled? There is no product demo. I would take notes only with your permission and would not record without asking separately.
If you’re interested, reply with a convenient time. If this is not useful, no reply is needed.
Sam, independent software founder

How to use it

1. Identify a participant from evidence of task experience rather than a broad job title alone.
2. Adapt the request to the contact context and check that recruitment is allowed there.
3. Send only to appropriate recipients, then interview volunteers about a concrete recent event.

Check before using it

• The observation is accurate and does not expose private information.
• The invitation does not imply payment, an incentive or anonymity you cannot provide.
• Declining does not require justification or joining a mailing list.

What to measure

Record invitations, voluntary replies and completed conversations separately. A high acceptance rate does not prove the product idea is valuable; assess the quality of the workflow evidence collected.

Research and sources

Yale’s question framework supports learning about existing tasks and experience. Torres distinguishes discovery interviews from sales conversations. The invitation wording and recruitment process here are original editorial applications, not source-tested response-rate claims.

• Yale: User Interview Example Questions — checked 2026-10-23. Interview structure, current tasks, past experience, alternative workflows and discovery paths.
• Teresa Torres: Customer Interviews — checked 2026-10-23. Story-based interviews about goals, needs and context; separate discovery from selling.

This original template and worked example were prepared with AI assistance. Source documentation supports the principles stated above; it does not endorse Crany or guarantee this template’s performance.

About Crany

Crany is an AI marketing co-founder in development for software founders and vibe coders, designed to strategize, execute approved marketing and improve based on results. This free resource is usable independently of the product. Join the public waitlist.