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User interview screener template

Find the right people to interview, before you book a single call

Five questions that sort volunteers by role, company size and how often they use your product, then ask who will join a 30-minute call and where to send the invite. Results lists every volunteer's name and email next to their answers.

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What this interview screener tells you

An interview screener survey picks the people worth talking to before anyone books a call. This template asks for the person's role, the size of their company and how often they use your product, then whether they would join a 30-minute video call and where to send the invite. Five quick answers, about 55 seconds, give you enough to choose a balanced group.

It is written for an email to your active users before a research round, sent to a contact list now or scheduled up to 30 days ahead. You can also share its link in your newsletter, your community or a message your own app shows, so volunteers come from more than one place.

Results shows the share of each role, company size and usage frequency, the share who said yes to a call, and a table of names and emails from the last question. Select a role, such as Product or design, to narrow the whole page, the contact table included, to the people you need for this round.

In an emailAs a linkOn your websiteAs a conversation
Questions
5
Time to answer
About a minute
Written for
An email to active users before a round of interviews
Plans
Every plan, the free plan included

See it on every channel

The same template on your website, behind a link, in an email and as a conversation.

In an email

Send it from Usertick to a contact list, with the first question inside the email. A tap on an answer opens the rest of the survey with that answer already kept. Usertick sends 50 emails a month on the free plan, or connect your own sender.

The 5 questions, one by one

What each question asks, why it is there, what it shows you and what to change.

Question 1 of 5 · Dropdown

Which best describes your role?

Why ask it
Role decides whose problems a person can speak to. A dropdown keeps the list tidy, and the write-in Other catches roles you didn't list.
What you learn
A donut with the share and count of each role, with the typed Other answers listed. Select a role to narrow the whole page, the contact table included, to those people.
Make it yours
List the roles your research is about first, and remove the ones you won't interview.
Question 2 of 5 · Multiple choice

How many people work at your company?

Why ask it
Company size changes how people buy and use a product, from a founder working alone to a team inside a large company, so it helps you spread interviews across segments.
What you learn
A donut with the share and count of each size band, so you can see whether your volunteers look like your customer base.
Make it yours
Change the bands to match how you segment customers, such as by number of seats or locations.
Question 3 of 5 · Multiple choice

How often do you use our product?

Why ask it
Daily users can walk you through their routine, while occasional users can tell you why they don't come back more often. Both are worth hearing, for different questions.
What you learn
A donut with the share of each frequency. Select Less often to see who those users are and whether they agreed to a call.
Make it yours
Recruit from both ends of the range, and note each person's frequency in your interview notes.
Question 4 of 5 · Yes / No

Would you join a 30-minute video call with our team?

Why ask it
A clear yes or no separates volunteers from people who only wanted to answer the survey, and naming the length up front sets expectations.
What you learn
The share that said yes, against the period before. Select Yes to see only the people you can invite.
Make it yours
Add a rule so No ends the survey, and change the length in the label if your calls run longer.
Question 5 of 5 · Contact · Optional

Where should we send the invite?

Why ask it
The invite needs a name and an email. Asking last keeps the request for personal details until the person has decided to take part.
What you learn
A table of names and emails next to each person's role, company size and usage, ready for your calendar invites.
Make it yours
Turn on only the fields you need, such as name and email, and add Company when you want to avoid two interviews at one customer.

What the answers show

Results turns each question into numbers you can follow week by week.

Which best describes your role?

The share of each answer with its count. Select an answer to narrow the whole page to those people and read what else they said.

How many people work at your company?

The share of each answer with its count. Select an answer to narrow the whole page to those people and read what else they said.

Use this template in four steps

From the template to the first answers.

  1. 1

    Open the template

    Sign up free and pick Interview screener in the template gallery. It opens in a matching style, ready to change.

  2. 2

    Make the questions yours

    Reword any question, change the options, and add logic or more questions.

  3. 3

    Choose where it runs

    Show it on your website, send it by email, share its link and QR code, or switch it to a conversation.

  4. 4

    Publish and read the answers

    Answers arrive in Results and the inbox as people send them, each written one read and filed by Usertick.

Tips for this survey

Small choices that keep people answering and the answers useful.

  1. 01

    End the survey after a No

    Add a skip rule so a No on the call question ends the survey. People who won't join a call aren't asked for their email.

  2. 02

    Pick a balanced group

    Before booking, choose each role and frequency in Results and pick a few people from each, so one segment doesn't decide your findings.

  3. 03

    Say what people get

    Mention the length of the call and any thank-you, such as a gift card, in the email intro, so volunteers know what they agree to.

  4. 04

    Keep a list of volunteers

    Add the people who said yes to a contact list such as Research panel, so your next round starts with people who already raised their hand.

Market research surveysEmail surveysResearch questions

More research templates and questions

Templates like this one, and single questions from the library to add to it.

Templates

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ResearchPreference testAsk people to choose between two options at a time and see which way they lean. Useful before a redesign, a pricing change or naming something new.
ResearchBrand perceptionLearn how people see your brand, how much they trust it, how it compares with competitors and where they first heard of you. Run it with customers and with your newsletter audience once a year.
ResearchAfter the demoFind out whether your sales demo answered the prospect's questions and what they want to happen next. Send it within a day of the demo.
ResearchHow did you hear about us?Find out which channels actually bring you customers, including the word of mouth your analytics can't see. Show it right after signup or on the first order.

Frequently asked questions

Screen several times the number of interviews you plan, so you can still pick a balanced group after some people decline or don't reply.

Active users for questions about how the product is used today, and recent sign-ups or people who stopped using it for questions about first impressions or leaving. Use a separate list for each group.

Yes. The first question is a dropdown, so people pick their role inside the email, and a tap opens the rest of the screener with that answer kept.

Results lists each name and email from the last question next to that person's other answers. Select Yes on the call question to see only the people who agreed.

Yes. Run a copy as a popup in your web app for signed-in users and, from Starter, target traits such as plan or role passed with Usertick.identify(), so only the users you want to talk to see it.

Yes. Every template comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.

Yes. The template becomes your own survey, so reword any question, add or remove questions, and change the options and the logic. The gallery stays as it is.

Yes, from Starter. The template is written in US English. Add languages by hand or with AI translation, and each person sees the survey in their browser's language.

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