The User Research Playbook for B2B Products is a Notion template designed to help product teams conduct structured, efficient, and actionable research throughout the B2B product development lifecycle. It provides a centralized hub for managing the entire research process—from planning and recruitment to synthesis and sharing findings. Tailored specifically for B2B contexts, the playbook acknowledges the complexities of longer sales cycles, multiple user personas, and layered decision-making common in business-facing products.
The template includes ready-to-use pages for framing research goals, writing interview scripts, scheduling sessions, logging notes, and aligning insights with business priorities. It encourages a repeatable approach to research, helping teams document patterns over time and prioritize product improvements with confidence. Especially useful for early-stage startups, design teams, and product managers, this resource streamlines collaboration and turns research into a consistent habit—not just a one-off activity.
