# Voice of the Customer Template

*by Ybug — one row per piece of feedback. Paste this into Notion to convert it into a table, or import the CSV into a Notion database.*

| Date | Source | Customer segment | Account value (ARR/MRR) | Verbatim quote | Theme / category | Sentiment | Business impact | Suggested action | Status |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 2026-05-14 | In-app feedback | Mid-market, Operations Manager, Pro Plan | $18,000 ARR | “I keep exporting data to CSV because I can’t connect the product to HubSpot.” | Missing integration | Negative | Expansion risk. The customer relies on manual workarounds and is evaluating alternatives. | Review HubSpot integration demand across similar segments and assess roadmap priority. | Under review |
|  |  |  |  |  |  |  |  |  |  |

## Field guide

- **Date:** When the feedback was received (YYYY-MM-DD).
- **Source:** Where it came from: survey, support ticket, sales call, in-app feedback, review, or interview.
- **Customer segment:** Account size, role, plan tier, and use case, so feedback can be analyzed by segment.
- **Account value (ARR/MRR):** Annual or monthly recurring revenue for this account, used to weight impact.
- **Verbatim quote:** The customer’s exact words. Don’t paraphrase.
- **Theme / category:** A consistent tag from a fixed list. Keep it to 8–12 categories.
- **Sentiment:** Positive, Neutral, or Negative.
- **Business impact:** What’s at stake: churn risk, expansion opportunity, support cost, etc.
- **Suggested action:** What this could inform: roadmap item, support doc, pricing page copy, etc.
- **Status:** Where the item is: New, Under review, Actioned, or Archived.

## Suggested themes

Keep it to 8–12 categories: Onboarding friction, Missing integration, Pricing confusion, Performance issue, Feature request, Bug, UX/usability, Support experience, Documentation, Other.

Learn more: https://ybug.io