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$29
User Research Toolkit
Interview guides, survey templates, usability testing scripts, persona creation frameworks, and journey mapping templates.
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user-research-toolkit/
├── LICENSE
├── README.md
├── examples/
│ ├── journey-map-trial-to-paid.md
│ ├── persona-new-adopter.md
│ └── persona-power-user.md
├── free-sample.zip
├── guide/
│ ├── 01_research-ops-guide.md
│ └── 02_research-planning-canvas.md
├── guides/
│ ├── research-ops-guide.md
│ └── research-planning-canvas.md
├── index.html
├── surveys/
│ ├── feature-satisfaction-survey.md
│ ├── post-onboarding-survey.md
│ └── question-bank.md
└── templates/
├── concept-validation-interview.md
├── discovery-interview-guide.md
├── journey-map-template.md
├── persona-template.md
├── synthesis-affinity-map.md
└── usability-test-script.md
📖 Documentation Preview README excerpt
User Research Toolkit
By PM Toolkit Pro | $29
A complete user research system for product managers and UX researchers. Run better interviews, build evidence-based personas, map customer journeys, and synthesize findings into actionable insights — without needing a dedicated research team.
What's Inside
Interview Guides (`templates/`)
| File | Purpose |
|---|---|
discovery-interview-guide.md | Open-ended interview script for exploring problem spaces and unmet needs |
concept-validation-interview.md | Structured guide for testing early concepts, mockups, and prototypes |
usability-test-script.md | Task-based usability testing script with observer notes framework |
Survey Templates (`surveys/`)
| File | Purpose |
|---|---|
post-onboarding-survey.md | 12-question survey for measuring onboarding effectiveness |
feature-satisfaction-survey.md | Feature-level satisfaction survey with usage frequency matrix |
question-bank.md | 80+ categorized survey questions ready to use across contexts |
Frameworks & Templates (`templates/`)
| File | Purpose |
|---|---|
persona-template.md | Structured persona template with all key sections |
journey-map-template.md | Customer journey map with phases, actions, emotions, and opportunities |
synthesis-affinity-map.md | Research synthesis framework using affinity mapping |
Worked Examples (`examples/`)
| File | Purpose |
|---|---|
persona-power-user.md | Fully worked persona example: a technical power user |
persona-new-adopter.md | Fully worked persona example: a non-technical first-time user |
journey-map-trial-to-paid.md | Complete journey map example: trial-to-paid conversion flow |
Guides (`guides/`)
| File | Purpose |
|---|---|
research-ops-guide.md | How to plan, recruit, run, and operationalize user research |
research-planning-canvas.md | One-page canvas for scoping any research study |
Features
- Three interview types — discovery, concept validation, and usability testing — each with specific question frameworks, not generic prompts
- 80+ survey questions organized by category (onboarding, satisfaction, NPS, feature feedback, churn) with guidance on when to use each
- Persona template + two worked examples showing what a good persona actually looks like, not just empty fields
- Journey mapping system with a blank template and a fully worked example showing every column filled in
- Research synthesis framework — affinity mapping process from raw notes to prioritized themes to recommendations
- Research ops guide covering participant recruitment, scheduling, consent, incentives, and building a research cadence
... continues with setup instructions, usage examples, and more.
📄 Content Sample examples/journey-map-trial-to-paid.md
Worked Journey Map: Trial-to-Paid Conversion
This is a fully worked example of a customer journey map, showing the experience of a user moving from free trial signup through paid conversion. Use templates/journey-map-template.md as your blank template; reference this example to see the level of specificity you're aiming for.
Journey Map: Free Trial to Paid Conversion
Persona: Focused Fiona (The Efficiency Optimizer)
Journey scope: First ad/search encounter → Paid plan purchase
Date created: 2025-01-15
Based on: 8 user interviews (P01, P03, P04, P06, P08, P09, P11, P12), product analytics (trial-to-paid funnel), 45 support tickets from trial users
Phase Overview
| Phase | User's Goal | Typical Duration | Conversion Rate |
|---|---|---|---|
| 1. Discovery | Find a solution for project tracking pain | 1-3 days | — |
| 2. Evaluation | Compare options and decide whether to try it | 1-5 days | 35% (visit → signup) |
| 3. Trial Onboarding | Set up account and import existing work | Day 1 of trial | 72% (complete onboarding) |
| 4. First Value | Get a meaningful result that proves the tool works | Days 1-3 | 45% (reach activation) |
| 5. Active Trial | Use the tool for real work over the trial period | Days 3-12 | 68% (active → paying consideration) |
| 6. Conversion Decision | Decide whether to pay | Days 10-14 | 24% (trial → paid) |
Phase 1: Discovery
| Dimension | Details |
|---|---|
| Trigger | Fiona's Monday reporting takes 4 hours again. She's fed up and searches "project management tool for small teams" during a break. |
| Actions | Searches Google, reads 2-3 "best of" comparison articles, visits 4 tool websites, bookmarks 2 for later evaluation |
| Touchpoints | Google search results, comparison blog posts, product landing pages, G2/Capterra reviews |
| Thoughts | "There has to be something better than what we're using. But I don't want to spend weeks evaluating tools — I need something I can test this week." |
| Emotions | Frustrated (with current tool) → Cautiously hopeful (maybe there's something better) |
| Pain points | Too many options, all the landing pages say the same things ("All-in-one project management!"), hard to tell which tools are genuinely good vs. well-marketed |
| Opportunities | Specific use-case landing pages ("Project management for ops teams"), comparison pages against specific competitors, social proof from similar companies |
Phase 2: Evaluation
| Dimension | Details |
|---|---|
| Actions | Visits pricing page (first!), watches 2-minute demo video, reads feature list, checks integration page, starts free trial |
| Touchpoints | Pricing page, demo video, features page, integrations page, signup form |
| Thoughts | "The pricing is reasonable. But will it actually work for my team or is it another tool that looks good in demos? Let me try it." |
| Emotions | Cautious but interested → Slight anxiety about committing time to another evaluation |
... and much more in the full download.