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Customer observation planner
Name who you want to understand. Get a plan to watch them first-hand, log what you see and test odd moments.
Customer observation planner is a free AI skill for the job "Understand your customers". Give the instructions to an AI assistant that supports the required files and tools, then review its output.
Free · No account · Made by AI Blocks
What it does
Reports flatten people. Averages hide the person who set the product up in a way nobody planned, and a survey cannot show what customers do not know they do. The surest way to learn how people really behave is to watch them, for a long time, before asking anything. This skill plans that watching. It picks a few individuals and names them, so they stay people and not a segment. It sets long, quiet sessions and a note sheet that keeps what you saw apart from what you think. It flags odd moments, and checks each guess about them against the notes. It keeps the awkward findings, and only turns patterns shared by more than one person into tests.
You give it
- The type of customer you want to understand and what you want to learn
- Where and how often you can see them (optional)
- Earlier notes, reviews or support emails (optional)
- Customer words (optional)
You get
- A list of individuals to watch, with a reason for each
- A watching plan and a note sheet
- A way to flag and check odd moments
- A findings report outline and tests tied to patterns
Use it when
- You know your customers from surveys and reports but have never watched one use your product.
- Your numbers show a problem and you cannot say what is behind it.
- You want to test an idea that comes from something odd you saw.
How to use it
- Start a chat with the skill. Open it if you added it to your AI, or copy it and paste it in.
- Say who you want to understand and what you want to learn.
- Tell it where you can see them and how often.
- Get each person's permission, then watch and fill in the note sheet.
- Bring your notes back to turn them into the report and tests.