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Customer Research Workbench

$29.00 USD

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Build an evidence-backed customer brief you can use to write offers and product pages.

Built for: Creators and freelancers turning audience conversations into an evidence-backed offer brief.

Inside the download

  • Six-step field guide in HTML and editable Markdown
  • Offline guided workbook with text export and restorable JSON backup
  • Ready-to-adapt action kit: customer-brief-and-coding-kit.md
  • Research coding table in CSV format
  • Two task-specific AI prompts
  • Worked fictional example and quality checklist

What you will work through

  • Write the research question
  • Create a sampling plan
  • Capture consent and context
  • Code observations
  • Synthesize patterns
  • Deliver the customer brief

ZIP download. HTML opens in a modern browser; CSV opens in a spreadsheet app; Markdown opens in a text editor. No paid AI subscription is required to use the worksheets. AI assistance is optional. Single-business internal-use license; completed client-specific outputs are allowed, source-template redistribution is not. No software subscription, consulting, or guaranteed business outcome is included.

A closer look

Look inside the system.

Selected excerpts from the actual product. The full download includes the complete guides and editable files listed in the product description.

Actual guide excerptStep 1 · Write the research question

Choose one decision: what problem to solve, what objection to address, or what onboarding step to fix. Name what the research will not decide. Avoid collecting a pile of interesting material without a decision attached.

Your output: Record the decision, evidence, and next action in the workbook.

Actual workbook starterYour first working notes
Decision:
Research question:
Out of scope:

Blank entries are template fields for your own project.

Actual working tableResearch coding table
Source IDSegmentObservationQuote or paraphraseCodeSeverity 1-5Unique participant IDConfidenceImplication
EXAMPLE-R01Independent bookkeeperFiles arrive with unclear namesParaphraseIntake friction4P01MediumTest naming instructions

Fictional example row. Values are illustrative, not customer results.

Actual action-kit excerpt · fictional exampleWorked coding exercise — fictional
Source R01, participant P01, independent video editor: Client feedback arrives in email and chat. The editor manually consolidates it before editing. The client has no budget for another tool.
Source R02, participant P02, independent video editor: Feedback is centralized, but two approvers disagree about the final version.
Source R03, participant P01: The editor would prefer a single person to approve changes. This is the same participant as R01.

R01 yields PAIN: scattered feedback; WORKAROUND: manual consolidation; CONSTRAINT: no additional tool budget. R02 yields PAIN: conflicting approvals; counterevidence to …
Full download inventory7 files included
  • guide.html
  • guide.md
  • workbook.html
  • template.csv
  • prompts.md
  • LICENSE.txt
  • customer-brief-and-coding-kit.md
Files and compatibility

See the product description for its complete file list. Standard kits include HTML, Markdown, and CSV files. A modern browser and a spreadsheet or text editor are sufficient; optional AI use may involve a separate service.

How you can use it

Single-business internal use, including finished client-specific outputs. Source templates, workbooks, and guides may not be resold, shared, sublicensed, or redistributed. The license included with your product governs use.

Need a hand?

For product questions or help accessing an order, email pluggmobilellc@gmail.com.