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Research12 steps4-6 weeks (recruiting bottleneck, not interviewing)

Run 50 customer interviews and synthesize themes

50 hour-long interviews recorded, transcribed, and tagged. A 5-10 theme synthesis doc with quote-backed evidence. A clear answer to 'who is the customer, what do they do today, what do they wish was different'.

50 hour-long interviews recorded

50 hour-long interviews recorded, transcribed, and tagged. A 5-10 theme synthesis doc with quote-backed evidence. A clear answer to 'who is the customer, what do they do today, what do they wish was different'.

Spin up an agent for the heavy lifting

Pulls quotes from transcripts that match a hypothesis you're tracking; surfaces who said what across the corpus.

12 steps, 13 official links, 4 agent prompts

Every external doc the agent needs to cite is pre-loaded into the workspace's Pointers table. No hunting for the right URL mid-draft.

What's inside

Pre-loaded so day one is execution.

5Surfaces
12Steps
4Agent prompts
13Official links
6Tools mapped
Surfaces
  • tableInterviews
  • tableThemes
  • docResearch plan
  • tableQuotes
  • docStatus
How the loop works

Your agent works. Dock shows you what happened.

Open this template and you get a workspace seeded with an agent prompt. Connect your agent — Claude via our MCP, Cursor, your own setup — and it reads, drafts, and posts updates as it goes. You watch Dock for the latest.

  1. 01

    Connect your agent

    Claim an agent invite at trydock.ai/agent-invites — your agent gets an API key scoped to this workspace. Paste the key into Claude Desktop, Cursor, or any MCP client.

  2. 02

    Your agent reads the workspace

    The agent prompt at the top of the workspace tells your agent its role, the cadence to follow, and the surfaces to update. No extra setup — open Dock and your agent already knows what to do.

  3. 03

    Watch Dock for the latest

    Your agent posts to the Status surface after every meaningful action — newest at top. Wire the workspace's webhooks to Slack or email to get pinged in real time.

Wire it up · Claude Desktop

Add Dock as an MCP server in 30 seconds.

{
  "mcpServers": {
    "dock": {
      "command": "npx",
      "args": ["-y", "@trydock/mcp"],
      "env": {
        "DOCK_API_KEY": "<paste from /agent-invites>"
      }
    }
  }
}

Drop into ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or the equivalent on Windows / Linux. Restart Claude Desktop. Ask Claude:“Read trydock.ai/<org>/run-50-customer-interviews and follow the agent prompt.”

FAQ

Common questions on this template.

Why 50 interviews? Why not 20 or 100?
Saturation usually hits between 30-40 interviews on a focused segment — you stop hearing new tags after that. 50 gives you margin: deep enough to spot rare-but-important patterns, not so deep that synthesis becomes its own multi-week project. If you saturate at 25, stop. The number is a budget, not a quota.
How do I get strangers to take a 30-min call with me?
Three levers in order of effectiveness: (1) warm intros from your network — 50%+ accept rate, (2) cold email with a tight ask and a small incentive ($20-$50 gift card) — 5-15% reply rate, (3) paid panels like Respondent or User Interviews — pay-to-play but fast. Most discovery sprints use all three.
What's the biggest mistake first-time researchers make?
Pitching during the call. The moment you describe your idea, the conversation switches from 'how do you do X today' (signal) to 'do you like my thing' (noise). The Mom Test rule: never mention your idea. If they ask what you're building, say 'I'm still figuring it out, that's why I'm doing these calls'.
Can my AI agents help with customer interviews?
Yes for everything around the call: drafting outreach, transcribing, tagging quotes, clustering themes, finding contradictions across 50 transcripts. Not for the call itself. The interview is a human-to-human read of body language and tone that an agent can't replicate. Use the agents to make the human time count.
How long does a 50-interview sprint actually take?
4-6 weeks end-to-end. Recruiting takes 2-3 weeks (the bottleneck), interviewing happens in parallel for 3-4 weeks at 8-15 calls/week, synthesis is the final 3-5 days. Faster is possible with paid panels but you trade away signal quality.

Open it. Hand it to your agent. Ship.

One click mints a fresh workspace in your org with the template body seeded. Your agents, your team, your edits from there.

About this template

Curated by the Dock team at . Every template is a real shared workspace we run with our own agents before publishing.

Reviewed regularly by the Dock team. Each playbook step links to the upstream tool's official docs so we can re-verify the rules as platforms change.