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How to Conduct Customer Interviews & Surveys

Writer: Beta FellowshipBeta Fellowship

Updated: Feb 26

Understanding your customers is the foundation of building a successful startup. But how do you go beyond assumptions and gather real insights? Customer interviews and surveys are two of the most powerful tools for validating ideas, refining your product, and ensuring you’re solving a real problem.


Here’s a step-by-step guide to conducting effective customer interviews and surveys that give you actionable insights.


1. Define Your Goals


Before jumping into interviews or sending out surveys, ask yourself:

  • What do I need to learn? (Pain points, behaviors, pricing sensitivity, etc.)

  • Who are my ideal customers? (Demographics, industry, job roles, etc.)

  • How will I use the data? (To refine messaging, improve features, pivot strategy, etc.)


Having a clear objective will help you ask the right questions and avoid gathering data that doesn’t drive decisions.


2. Conducting Customer Interviews: How to Get Real Insights


Finding the Right People


You want to talk to people who closely match your ideal customer profile. Start by:

  • Reaching out to your network (LinkedIn, existing customers, industry contacts)

  • Joining relevant online communities (Reddit, Slack groups, Discord, Twitter)

  • Offering incentives (gift cards, early access, discounts) if needed


Asking the Right Questions


The goal of interviews isn’t to get people to validate your idea—it’s to understand their problems, workflows, and frustrations. Keep your questions open-ended and avoid leading questions.


Examples of strong interview questions:

  • "Can you walk me through the last time you faced [problem]?"

  • "What have you tried to solve this problem? What worked and what didn’t?"

  • "If you could wave a magic wand, what would an ideal solution look like?"


Avoid questions like:

  • "Would you use our product?" (People will say yes to be polite.)

  • "How much would you pay for this?" (Pricing is best tested in real situations, not hypotheticals.)


Tips for a Great Interview

  • Let them talk—Aim for 80% them, 20% you.

  • Follow up with ‘why’ questions to dig deeper.

  • Record the conversation (with permission) to focus on the discussion instead of note-taking.


3. Running Surveys: When & How to Use Them


Surveys are great for gathering quantitative data at scale. While interviews help you explore problems, surveys validate insights across a broader audience.


Survey Best Practices:

  • Keep it short (5-10 questions max, or completion rates will drop).

  • Avoid leading questions (e.g., “How much do you love our product?” vs. “How would you rate our product?”).

  • Use multiple-choice or Likert scale questions (e.g., "On a scale of 1-5, how frustrating is this problem?").


Good Survey Questions to Ask

  •  "How do you currently solve [problem]?"

  •  "What is your biggest frustration with your current solution?"

  •  "How often do you experience this problem?"

  •  "Would you pay for a solution to this problem?" (Yes/No)


Where to Distribute Surveys

  • Email lists & newsletters

  • LinkedIn or Twitter polls

  • Communities & forums (Slack, Reddit, Discord)

  • Website pop-ups or product feedback requests


4. Analyzing & Using Customer Feedback


Once you’ve gathered responses, look for patterns, not outliers.

  • If 80% of respondents say they experience a pain point frequently, it’s worth solving.

  • If customers describe the same workaround, that’s a gap in the market.

  • If most respondents say they wouldn’t pay for a solution, you may need to pivot.


From Insights to Action

  • Identify trends: What common frustrations or behaviors stand out?

  • Refine your messaging: Use customer language to make your pitch resonate.

  • Prioritize product features: Focus on solving the most pressing problems first.


Final Thoughts

Customer interviews and surveys aren’t about proving your idea is great—they’re about understanding your market before you build. The more you listen, the better your product will be.


Start talking to potential customers today. You might be surprised by what you learn. 🚀


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