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

Customer Win / Loss Debrief

Small Business

Capture what you learned from winning or losing a customer — so patterns become visible over time.

small businesswin losssalescustomerdebrief
8 questions · ~4 min
Download JSON

Employee Exit Interview

Small Business

A candid exit conversation with a departing employee — why they're leaving, what the business needs to know, and what institutional knowledge to capture.

small businessexitstaffknowledge transferretention
8 questions · ~4 min
Download JSON

Key Person Knowledge Capture

Small Business

Capture the relationships, processes, and institutional knowledge held by a critical employee or owner — before it walks out the door.

small businesskey personknowledge transfersuccessionrisk
7 questions · ~4 min
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New Customer Onboarding Feedback

Small Business

Understand how a new customer experienced their first 30–60 days — what worked, what was confusing, and what would make them a long-term customer.

small businesscustomeronboardingfeedbackretention
7 questions · ~4 min
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Process Knowledge Capture

Small Business

Document a critical business process from the person who runs it — the steps, judgment calls, and workarounds that aren't in any manual.

small businessprocessknowledge transferdocumentationoperations
6 questions · ~3 min
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Vendor Relationship Debrief

Small Business

Capture the context, history, and lessons from a key vendor or supplier relationship — so it's not dependent on one person's memory.

small businessvendorsupplierrelationshipknowledge transfer
6 questions · ~3 min
Download JSON

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

  1. Choose a template and click Use this.
  2. Select the project where the draft session should be created.
  3. 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.