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User research screener template

Screen interview participants on what they actually did last time, which is harder to fake than an opinion.

For ux researchers and product managers.

Use this template Try it first

Free account. It copies into your dashboard as a draft you can edit.

The 6 questions

  1. 1Which best describes your role?Single choice: Product manager, Designer, Engineer, Founder, Something else · required
  2. 2How many people are on your team?Single choice: Just me, 2 to 10, 11 to 50, 51 to 200, More than 200 · required
  3. 3Which of these have you used in the last month?Multiple choice: Notion, Linear, Jira, Asana, A spreadsheet, None of these · required
  4. 4Tell us about the last time you planned a project. What did you use, and what went wrong?Long text · required
  5. 5When could you do a 30-minute call?Multiple choice: Weekday mornings, Weekday afternoons, Evenings, Weekends
  6. 6Your email, so we can schedule a callEmail · required

Why it's built this way

Behavior, not opinion

"Tell us about the last time" gets a story with details you can check. "Do you find planning hard?" gets a yes from almost everyone.

An honest way out

"None of these" in the tools list lets people who aren't in your category say so, instead of ticking whatever looks right.

The follow-up as a mini interview

A one-line story is hard to screen on. The follow-up asks when it happened and what they did next, so you can tell who has the problem before you book a call.

A follow-up, start to finish

Tell us about the last time you planned a project. What did you use, and what went wrong?

We used a spreadsheet and it got messy.
Follow-up

When was that, roughly, and what did you do when it went wrong?

Last month's launch. Three people edited the same tab, we lost the QA checklist, and moved to Notion halfway through.

Saved in the last_time column

Spreadsheet, switched to Notion mid-launch after conflicting edits lost the QA checklist

Follow-ups are a Pro feature. The template ships with them off and with this guidance filled in: "Follow up on the 'last time' story when it is vague or generic. Ask for a concrete example: roughly when it was, which tool, and what broke."

Help shape what we build next

We're looking for people to talk to for 30 minutes about how they plan their work. Answer a few questions to see if you're a fit. Everyone we speak with gets a thank-you gift card.

6 questions · about 2 min · it may ask a short follow-up

Answer it like a respondent would. In the preview, follow-ups come from a script; the live form writes its own.

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