Once your questions are ready, it’s time to decide who you’re going to talk to and get those conversations on the calendar.

This step is where you move from planning to action.

Pick the Right People

Your goal here isn’t to talk to the largest number of people — it’s to talk to the right people.
These are the customers, users, or stakeholders who best match the segments in your canvas.

Think quality over quantity.
Ten well-chosen interviews will teach you far more than fifty random ones.

Set Up an Interview in the Platform

For each person you want to talk to, you’ll create an interview record in the platform.
Here’s what you’ll add:

• Interviewee details (name, job title, company)

• Contact info (email, phone, LinkedIn)

• Interview date and topic

• Interview template (so you’re asking the right questions for that segment)

This keeps everything organized so you know exactly who you’ve spoken to, when, and why.

Integrate Your Tools

You can keep it simple or make it seamless:

• Manual scheduling – Just pick a date and add the details yourself.

• Google Calendar integration – Connect your calendar so upcoming meetings show up automatically.

• Zoom integration with cloud recording – When you connect Zoom and enable cloud recording, your interview recordings can flow straight into the platform.

📄 Full setup instructions are here: Zoom Documentation

Why This Matters

By creating interviews this way, you’re not juggling scattered emails, random notes, and “Where did I save that file?” moments.
Everything — the questions, the schedule, the recordings, and later, the insights — stays in one place, linked directly to the relevant customer segment.

Alright — here’s “Record or Upload Your Interview” written in the same friendly, teacher-like style so it flows naturally from “Create Interviews for Each Customer.”