Customer Language Copy Research Worksheet
Turn permission-appropriate customer language into message hypotheses while preserving context and avoiding invented testimonials or exaggerated claims.
When to use this template
Use this when internal feature jargon differs from how relevant people describe the task and you want language that is easier to understand.
Choose another approach when: You want to publish private quotations without permission, disguise a composite quote, or treat a participant’s aspiration as a verified product outcome.
Gather these inputs
- Relevant research notes with clear quote/paraphrase labels.
- The task context and evidence-use permissions.
- A factual product statement the new copy must still satisfy.
Copy and adapt the template
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Worked example
Illustrative example, not a Crany customer result. Replace every example detail with facts you can verify.
An illustrative participant calls their workflow “leaving the next person enough instructions.” The copywriter tests an original heading about leaving clear website-update instructions instead of the internal term “handoff orchestration.” The page does not attribute the new heading to a customer or claim the app reduced support requests. The worksheet preserves task language as a clarity input. If an exact quote is later proposed as a testimonial, permission and truthful product experience must be checked separately.
How to use it
- Find language tied to a concrete task rather than isolated flattering adjectives.
- Write original copy that preserves meaning and matches actual capability.
- Check comprehension with relevant readers and handle testimonial permission separately.
Check before using it
- A copy hypothesis is not represented as a customer endorsement.
- Private notes and identities stay out of public assets.
- The phrase does not imply an unmeasured business result.
What to measure
Observe comprehension and actual message response with appropriate context. Familiar wording can make a task clearer; one interview phrase does not prove a winning headline or a conversion uplift.
Research and sources
Task-focused research and accurate useful writing inform this original extraction worksheet. It does not authorize quotation use or establish the effectiveness of any particular phrase.
- Yale: User Interview Example Questions — checked 2026-10-23. Interview structure, current tasks, past experience, alternative workflows and discovery paths.
- Google: Creating helpful, reliable, people-first content — checked 2026-10-23. Original value, useful answers, transparent sourcing and a clear audience.
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