Follow the recipe once, then keep the parts that help.
Use the situation as your starting point, follow the steps, and save the parts that become a habit.
Try saying
“I am in this situation. Walk me through the recipe and tell me what good looks like.”
Name the situation
Start with the real moment you are in.
Follow the recipe
Do one step, then check the result.
Make it yours
Save the workflow when it works.
Run a JTBD interview campaign with Alex
Situation
You need qualitative research on a specific question — why customers churn, what job they hired your product for, or what's blocking adoption of a new feature. You don't have budget for a research agency and you can't get 10 customers on a call this week.
What you need
- A list of customer emails (or let Specky pull them from Gong/Slack)
- A research question or topic
- 10 minutes to set up; results arrive within 48 hours
Steps
1. Open Alex Research
Navigate to Discovery → Alex Research and click New Campaign.
2. Define your research question
Write a clear research question. Alex works best when the question is specific:
✅ "Why did customers who signed up in January 2026 not complete their first integration?"
✅ "What job are operations teams hiring Specky for that they couldn't do before?"
❌ "What do customers think?" (too broad — narrow it down)
3. Choose your audience
- Import from Gong — Alex pulls contact details from call participants
- Import from Slack — targets users who've messaged in a connected workspace
- Manual list — paste email addresses directly
Alex will conduct 1:1 async interviews with each person via email. The conversation is designed around Jobs-to-be-Done theory: it explores circumstances, motivations, desired outcomes, and switching triggers.
4. Set interview depth
Choose how many follow-up rounds Alex should pursue:
- Quick pulse (1 round) — gets top-line answers fast
- Standard (2 rounds, recommended) — follows up on ambiguous answers
- Deep-dive (3 rounds) — probes for specifics, best for strategic decisions
5. Launch
Click Launch Campaign. Alex sends the first message within minutes. As responses arrive, they're automatically indexed into your Product Graph with sentiment tagging and theme clustering.
6. Review themes
When enough responses are in, open the campaign to see:
- Themes — clustered job statements with frequency counts
- Verbatim quotes — the exact words customers used, linked to their response
- Sentiment — positive, neutral, mixed, negative per theme
- Opportunities — AI-suggested opportunities derived from the themes
7. Push to PRD
Select a theme and click Create Opportunity → Draft PRD. The PRD is pre-populated with the research evidence.
Output
- Themed research results with verbatim customer quotes
- Opportunities logged in your Product Graph
- A foundation for a grounded PRD
Variations
Testing a hypothesis? Give Alex a specific hypothesis to probe: "I want to test whether customers feel they don't have time for research, or whether they don't trust the data they have."
Post-launch? Use Alex to understand why a feature isn't getting adoption — target users who have access but haven't used it.
Churn analysis? Target churned customers (export from Stripe or your CRM) and ask Alex to find out what the last straw was.
Ready to apply this?
Start with your own product and keep the first read grounded. You can create an account after you see the result.