• Name:
• Role:
• Date:

Thank you so much for meeting with us today, we really appreciate it. We’re constantly trying to improve our product, and getting your frank feedback is an important part of that.

I’m going to ask you questions and have you perform some tasks, but we’re not testing you. There are no right or wrong answers. Also, please don’t worry that you’re going to hurt our feelings. We’re doing this to improve our product, so we need to hear your honest reactions.

I’ll ask you to think aloud as much as possible: to describe what you’re looking at and what you’re trying to do. This will be a big help.

I would like to record the conversation, it’s just for our own internal use. That way we can go back and review it later, is that OK?

• [ ] Start recording

About SMB

• [ ] Let’s begin with you telling me about yourself and your business
  • [ ] How long have you been in business?
  • [ ] How many employees do you have?
  • [ ] How would you describe the stage your business is in?

Account creation

• [ ] Let's begin by downloading the Lendio app and creating an account
  • [ ] How would you do this?

Onboarding