Customer Interview Goal: Talk to 100 Customers in 60 Days
This goal guides an AI agent to interview or survey 100 customers within 60 days, recording every response and analyzing them for key themes and top opportunities. The result is a detailed report highlighting customer insights and actionable business opportunities.
Interview or survey 100 customers in 60 days, record every answer, and deliver the themes and the three biggest opportunities.
Goals run on the Goals plan: five agents at once, schedules, memory and a daily report.
Who This Goal Is For and When It Pays Off
This goal suits businesses aiming to understand their customers deeply through direct conversations or surveys. It is most valuable when launching new products, refining existing offerings, or exploring market needs.
It pays off when actionable insights from customer feedback help improve product features, tailor marketing strategies, or identify growth opportunities within two months.
- Applicable for startups, SMBs, and large companies needing structured customer feedback.
- Ideal when qualitative and quantitative customer data is needed to guide decisions.
- Best used when the business can follow up promptly on the insights gathered.
How the Katteb Agent Executes This Goal, Step by Step
- Collect the list of target customers or specify criteria for finding participants on platforms such as CRM systems, LinkedIn, or email contact lists.
- Design and refine interview questions or survey forms tailored to the user's business context using tools like Google Forms, Typeform, or survey chatbot integrations.
- Send out personalized interview invitations or survey requests through email or messaging platforms, tracking responses continuously.
- Schedule and conduct interviews via voice or video calls using Zoom, Microsoft Teams, or automated chatbot surveys where applicable.
- Record and transcribe all customer responses automatically with transcription services or direct data capture into spreadsheets or databases.
- Analyze the collected answers using natural language processing tools integrated with Katteb to identify common themes and sentiment trends.
- Summarize the results into a structured report highlighting the three biggest customer-driven opportunities backed by data.
- Deliver the final report and raw data files through the user’s preferred channel, such as email or cloud storage.
What You Need to Provide the Agent Before It Starts
- A list of customer contacts or access to customer databases and communication channels.
- The nature of the questions or the survey template to be used, or permission for the agent to create them based on a brief.
- Access credentials for communication platforms (email, Zoom, Teams) and survey tools if needed.
- Guidance on the business context, product details, or specific feedback areas to explore.
- Preferences for report structure and delivery format.
What a Good Result Looks Like
The goal is to complete 100 customer interviews or surveys within 60 days, with each answer recorded and transcribed accurately.
A comprehensive report is presented, identifying key themes, sentiment analysis, and the top three opportunities that provide clear direction for the business.
The data collected is organized and easily accessible in spreadsheets or databases for further analysis or reference.
- At least 100 completed customer responses meeting quality criteria.
- Final report delivered within 2 days after the 60-day period ends.
- Customer data securely stored and delivered according to user preferences.
What to Expect and What Is Not Promised
The agent operates within the constraints of platform policies and customer availability, so some interviews or surveys may be delayed or incomplete.
Sign-in access to communication and survey platforms is necessary for the agent to function smoothly and comply with privacy standards.
While the agent aims for quality and thoroughness, the interpretation of themes and opportunities is aided by AI and may require human validation.
No guarantees are made about customer responsiveness or willingness to participate, as this depends on external factors.
Review and final approval of the report by the user are essential before any strategic decisions.
How the Goal Unfolds Over 60 Days and the Daily Report Content
The Katteb agent works steadily to reach the 100-customer target, adjusting outreach methods and scheduling to maximize completion rates.
The process includes ongoing recording and transcription, with continual updates to the analysis as new responses come in.
Each day, the user receives a detailed report showing the number of completed interviews or surveys, response rates, preliminary insights, and any blockers encountered.
Midway through, the agent may highlight emerging themes and suggest adjustments to questions or targeting to improve data quality.
By the end of the 60 days, the agent compiles the final analysis and delivers the complete report and raw data.
Questions people ask
Can the agent handle both interviews and surveys?
Yes, the agent is designed to conduct structured interviews via calls or video and distribute surveys through online forms or chatbots, depending on user preference.
What if not all 100 customers respond?
The agent continuously adjusts outreach strategies to maximize responses, but some variability is expected. Progress is tracked daily, and the user is notified of any shortfalls early.
How is data privacy managed during these interviews?
The agent operates under strict privacy protocols, using secure platforms for communication and storing data in encrypted formats. Access to this data is restricted to the user and authorized agents only.
Can the agent customize questions during the process?
Yes, based on interim findings and user feedback, the agent can refine or add questions to improve the quality of insights during the 60-day goal period.
What format is the final report delivered in?
The report is delivered as a detailed, structured document in formats such as PDF or DOCX, accompanied by data files in spreadsheets or databases as per user preference.
Goals are not guaranteed. You receive a daily report and can change or stop the goal at any time.
