daxtil

B2B research hub

Moderator conducting a Claude-method B2B customer interview

Method 01

Claude customer interview methods

The Claude interview protocol keeps B2B conversations disciplined: one job story at a time, explicit constraints, and notes that quote buyers instead of paraphrasing them into your roadmap.

What Claude interviews are for

Claude interviews exist to recover decision language—how buyers describe risk, timing, and the alternatives they almost chose. daxtil treats each session as evidence for later insight synthesis, not as a sales call with a research costume.

Start with a recruiting brief that names the buying role, the last evaluation window, and whether the person owned workflow or budget. Mixing those roles in one calendar block produces muddled Claude notes. Operators speak in tickets and workarounds; sponsors speak in board risk and vendor concentration.

Question design without leading the witness

Open with the last time they evaluated a category similar to yours. Ask what triggered the search, who joined the thread, and which artifact—deck, trial, RFP—first felt “serious.” Claude protocol forbids feature checklists until the buyer has named their own success criteria.

Probe friction next. Where did the evaluation stall? What email never got a reply? Which security questionnaire became a political instrument? Cross-link those answers to purchase friction patterns so patterns accumulate across accounts.

  1. Context: trigger, timeline, cast of characters
  2. Jobs: what had to improve in the next quarter
  3. Constraints: compliance, switching cost, internal politics
  4. Alternatives: status quo and named competitors
  5. Language: exact phrases for positioning tests

Note discipline

Claude notes prefer quotation over summary. Mark speaker role, date, and whether the claim was volunteered or prompted. daxtil researchers tag moments that contradict the company narrative—those contradictions often become the strongest positioning moves once verified in market observation.

“If the interview ends with the buyer repeating your pitch, you did not interview—you auditioned.”

Close every Claude session by asking what they would need to see next time. That answer feeds contact-point mapping and keeps research tied to real buying surfaces instead of abstract personas.

Research notes from daxtil

Occasional Claude fieldwork tips—no spam, no ROI claims.

Continue the Claude path

Pair interviews with decision-maker access, then synthesize patterns before you write positioning.