What job do you need done?

Templates by job to be done

Pick the job you're hiring a template for — the task, not the department.

Learn budget, timeline, and intent from every inquiry — before your team spends a minute on it.

What's the main challenge you're hoping to solve?

M

Capture and Qualify Leads

Concierge agent · 3.2K uses

Are you looking to buy, sell, or both*?

J

Real Estate Lead Capture Form

Concierge agent · 2.3K uses

Can you walk me through what happened and when?

M

Qualify Legal Cases

Concierge agent · 2.1K uses

Collect the details you need from new clients, patients, and users — without the form fatigue.

What type of service are you envisioning?

M

Funeral Preplanning Form

Concierge agent · 2.5K uses

Can you describe what your vehicle is doing*?

A

Auto Repair Intake Form

Concierge agent · 2.5K uses

What are you hoping to accomplish in your first week with us?

D

Personalize User Onboarding

Concierge agent · 2.4K uses

Capture job details and scope before the first call, so every booking arrives ready to quote.

Can you describe what your vehicle is doing*?

A

Auto Repair Intake Form

Concierge agent · 2.5K uses

What instrument and skill level are we working with?

Z

Music Lesson Inquiry Form

Concierge agent · 2.4K uses

What type of cleaning do you need?

D

Cleaning Service Booking Form

Concierge agent · 2.4K uses

Applications, registrations, and internal requests that route themselves.

What inspired you to support our mission?

O

Nonprofit Donation Inquiry Form

Concierge agent · 2.4K uses

How many people on your team are affected*?

S

IT Support Ticket Form

Concierge agent · 2.4K uses

When are you looking to move in*?

S

Rental Application Form

Concierge agent · 2.3K uses

Satisfaction, loyalty, and experience feedback that goes deeper than a score.

What would have made this course more valuable for you?

N

Course Evaluation Survey

Evaluator agent · 2.5K uses

How would you describe your experience with Dr. Chen today?

R

Patient Satisfaction Survey

Evaluator agent · 2.4K uses

How was your dining experience with us tonight?

L

Restaurant Feedback Survey

Evaluator agent · 2.4K uses

Engagement, performance, and culture conversations employees actually open up in.

What would make your day-to-day work more fulfilling?

O

Employee Engagement Survey

Evaluator agent · 2.1K uses

How are you feeling about work this week?

A

Employee Pulse Survey

Evaluator agent · 2.1K uses

How effectively does this person communicate with the team?

C

360-Degree Feedback Survey

Evaluator agent · 1.7K uses

Run qualitative interviews at survey scale — every participant, interviewed in depth.

What's the one thing you'd change about the product?

T

Uncover User Friction

Interviewer agent · 2.8K uses

What workflow would this feature improve for you?

A

Prioritize Feature Requests

Interviewer agent · 2.5K uses

What finally tipped the decision to cancel?

E

Churn & Cancellation Interview

Interviewer agent · 2.4K uses

Moderated group research without the logistics — with real or synthetic participants.

How did that feature compare to what you expected*?

E

Focus Group Discussion Guide

Interviewer agent · 1.1K uses

Before we dig in  what's your honest first reaction to this concept?

R

Run AI Focus Groups

Interviewer agent · 1K uses

Take a look at this tagline  what's your first reaction*, before you overthink it?

O

Run a Marketing Focus Group

Interviewer agent · 1K uses

Put ads, names, logos, and concepts in front of your audience before you launch.

What stood out to you about this ad?

J

Ad Creative Testing Survey

Evaluator agent · 2.4K uses

What emotion does this name evoke for you?

I

Product Naming Research

Interviewer agent · 2K uses

Walk me through what happened when you tried to complete that task*.

C

App Usability Testing

Interviewer agent · 1.6K uses

Answer questions, explain policies, and advocate for your position — in conversation.

Have you experienced a situation where you felt excluded at work?

E

DEI Awareness Conversation

Advocate agent · 2.4K uses

What happened with your order*?

O

Return & Refund Policy Advocate

Advocate agent · 2.2K uses

What problem are you trying to solve?

A

Product Explainer Conversation

Advocate agent · 2.2K uses

Ready to create your own?

Start from any template or build from scratch. Your AI-powered conversation is minutes away.

Book A Walkthrough

No credit card required • Cancel anytime