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Using Customer Conversation Planner

How to start, keep, reopen, and use your Customer Conversation Planner work.

Prepare a useful customer conversation and separate what you heard from what you assume.

Open Customer Conversation Planner

Start with the work in front of you

  1. Name the conversation and the question you want to understand. Choose whom to speak with and prepare an opening.
  2. Add relevant questions. Record what was actually said separately from your interpretation and what remains unknown.
  3. Choose a next action and Download reusable copy to keep questions and notes together.

Keep it and pick it up again

The editable conversation file can be reopened here. A fresh conversation should have its own notes and copy.

  1. Check your browser’s Downloads for the actual file. Keep the .json extension; a meaningful name and date can help you recognize the copy.
  2. Choose Open saved work below, select that file, and check the tool and summary shown.
  3. Continue in the tool. If there is already work open there, review the replacement prompt. Cancel to keep editing or download the current work before replacing it.
Check and reopen a file

What to keep in view

One conversation is evidence from one person, not proof of demand. Customer Opportunities can bring in selected conversation information after review; it does not create a live connection.

If it does not look right

If the file will not open, leave the original unchanged and read the error. A reading copy cannot substitute for the editable JSON. If you reopened an older copy, look for a later download; do not overwrite the current work while checking.

Find a safe next step

Where this can lead

These tools may help with the next task. A link alone does not transfer your information.

See the actual file connections

Keep your open draft?

Continuing will discard your unsaved changes. You can return to the draft and save or download it first.