# Customer Interview Prep From Usage and History Source: https://maito.app/workflows/prep-for-a-customer-interview Before an interview, Maito pulls the customer's usage, tickets and account details and writes a one-page brief with questions to ask. Know the customer's usage and history before the interview. [Product](https://maito.app/workflows/team/product) · [Software](https://maito.app/workflows/industry/software) · When you ask · Updated October 19, 2026 Works with - Slack - Email - [Amplitude](https://maito.app/workflows/tool/amplitude) - [Mixpanel](https://maito.app/workflows/tool/mixpanel) - [PostHog](https://maito.app/workflows/tool/posthog) - [Intercom](https://maito.app/workflows/tool/intercom) - [Pylon](https://maito.app/workflows/tool/pylon) - Zoho Desk - Unthread - Freshdesk - [HubSpot](https://maito.app/workflows/tool/hubspot) - [Salesforce](https://maito.app/workflows/tool/salesforce) - [Attio](https://maito.app/workflows/tool/attio) - [Pipedrive](https://maito.app/workflows/tool/pipedrive) ## How do you prep for a customer interview? To prep for a customer interview, tell Maito who you are meeting. It reads the account in HubSpot, Salesforce, Attio or Pipedrive, usage in Amplitude, Mixpanel or PostHog, and tickets in your support desk, then writes a one-page brief with a summary, anything odd in the data, and questions to ask. ## How it's done today PMs go into interviews cold. ## What Maito does 1. Pull usage, tickets and CRM notes 2. Draft questions based on the research goal ## Example **Leo** (1:45 PM): Prep me for the interview with Acme on reporting. **Maito** (1:49 PM): **Acme at a glance** 38 seats, $48,000 ARR, renews Dec 1 (HubSpot). Reports opened 212 times in the last 30 days (Amplitude), 61% by 4 people. They filed 3 tickets about exports: #4417 (CSV times out above 50,000 rows), #4468 and #4502 (PDF cuts off wide tables). **The catch:** HubSpot lists Marcus as the contact, but his last activity in Intercom was Aug 22. The daily report use now comes from Elena. Interview Elena, not Marcus. **Questions to ask** • Walk me through the last report you built from scratch • What do you do when an export fails? • Which report do you send to someone else every week? • What would you stop doing if reports updated by themselves? • Who decides the renewal now that Marcus has moved on? ## How to set it up When you ask Prep for a customer interview Set up Nothing to set up. Ask in Slack or by email whenever you need it. Connect analytics - Amplitude - Mixpanel - PostHog Connect support desk - Intercom - Pylon - Zoho Desk - Unthread - Freshdesk Connect CRM - HubSpot - Salesforce - Attio - Pipedrive Not connected yet? Your agent sends you a link to sign in. ## What it won't do It knows what is in your tools. What the customer thinks but never wrote down is for the interview to find out. ## Questions ### What does the brief include? Plan and renewal date, usage in the last 30 days, recent tickets, and questions based on them. ### Can it tell me who to interview? Yes. It can show who actually uses the product, which is sometimes not the contact on file. ### Which tools does it use? Your CRM (HubSpot, Salesforce, Attio or Pipedrive), analytics and support desk, whichever are connected. ## More product workflows - [Answer "what happens if we change X?" Know what a change would touch before you put it on the roadmap. Product · When you ask Works with Slack, Email.](https://maito.app/workflows/answer-what-happens-if-we-change-x) - [Write a spec with the edge cases Turn a feature idea into a spec that includes the cases the code already handles. Product · When you ask Works with Notion, Confluence.](https://maito.app/workflows/write-a-spec-with-the-edge-cases) - [Build a quick prototype See an idea working on a branch before committing the team to it. Product · When you ask Works with Slack, Email.](https://maito.app/workflows/build-a-quick-prototype) - [Group user feedback into themes See what users ask for most, with counts and quotes. Product · On a schedule Works with Intercom, Pylon, Granola, Fireflies, SurveyMonkey.](https://maito.app/workflows/group-user-feedback-into-themes) - [Investigate a drop in a metric When sign-ups or activation drop, get a first answer on why. Product · When you ask Works with Amplitude, Mixpanel, Datadog, Sentry.](https://maito.app/workflows/investigate-a-drop-in-a-metric) - [Write release notes customers will read Turn the engineering changelog into plain notes for customers. Product · When something happens Works with Slack, Email.](https://maito.app/workflows/write-release-notes-customers-will-read) [See all workflows](https://maito.app/workflows) ## Put your AI teammate to work. Set it up in minutes. Start with this one, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fprep-for-a-customer-interview)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)