Session Template Library

Choose from 85 draft session templates across 18 categories. Pick a starting point, clone it into a project, and customize the questions before publishing — or use the Session Studio to build a custom session from scratch.

Common goalsStart with a proven template▾

Onboard an employee

Check how a new hire is settling in and catch gaps early.

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Validate a feature

Understand jobs, pain points, and decision criteria before building.

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Understand churn

Follow up on customer sentiment and uncover what changed.

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Holding & Manager Quarterly Check-in

Family Offices

A structured quarterly check-in for operating company leadership, external fund managers, and key advisors — captures performance vs. expectations, key risks, and shifts in conviction ahead of a family meeting.

family officeprivate wealthportfolio monitoringmanager due diligencequarterly check-in

7 questions · ~20 min

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Not finding what you need?

Use Interview Studio to describe your research goal and generate a custom session design in seconds — no template required.

How to use these templates

Choose a template and click Use this.
Select the project where the draft session should be created.
Rename and customize the questions before publishing.

Want a fully custom session instead? Use the Session Studio to generate one with AI — available from any session list.