AI Matrx Logo

User Research Repository

Copperfinch Labs · Product research · Chicago, IL

Ines Marchetti plans studies, schedules sessions and keeps the proof behind each finding.

Any businessProjectsBoards5 tables · 10 views · 1 form · 3 row actions · 1 agent
Use this template

By status

Studies
Planning1
Field crew diary studyDiaryInes Marchetti
Fieldwork1
Invoice screen usability testUsability testDevansh Rao
Analysis1
Onboarding friction interviewsInterviewInes Marchetti
Done0

Tables

Studies

3 sample rows · 13 columns

Each research study, its method, owner and the questions it answers.

StudyStatusMethodOwnerStartsEndsMark done
Onboarding friction interviewsAnalysisInterviewInes MarchettiSep 13, 2026Oct 23, 2026—
Invoice screen usability testFieldworkUsability testDevansh RaoOct 10, 2026Nov 1, 2026—
Field crew diary studyPlanningDiaryInes MarchettiOct 25, 2026Nov 29, 2026—

Sessions

8 sample rows · 11 columns

Every session held or scheduled, with who took part.

SessionStudyParticipantDateStatusRecordingAction items done
Onboarding call: first week at a plumbing firmOnboarding friction interviewsTomas BeaulieuSep 18, 2026Donehttps://recordings.copperfinch.net/x1Yes
Onboarding call: dental clinic adminOnboarding friction interviewsPriyanka DesaiSep 21, 2026Donehttps://recordings.copperfinch.net/x2Yes
Onboarding call: roofing ownerOnboarding friction interviewsDale KowalczykSep 24, 2026Donehttps://recordings.copperfinch.net/x3Yes
Onboarding call: HVAC dispatcherOnboarding friction interviewsGwen AlderidgeSep 28, 2026No-show—No
Invoice test: contractor on a laptopInvoice screen usability testMarcus WhitlockOct 12, 2026Donehttps://recordings.copperfinch.net/x5Yes
Invoice test: vet practice managerInvoice screen usability testNoor HaddadOct 15, 2026Donehttps://recordings.copperfinch.net/x6Yes
Invoice test: landscaping ownerInvoice screen usability testAlina PetrovaOct 20, 2026Scheduled—No
Invoice test: electrician on a phoneInvoice screen usability testHector VillanuevaOct 23, 2026Scheduled—No

Participants

8 sample rows · 7 columns

The people who take part, their consent and the date of last contact.

ParticipantEmailSegmentCompanyConsent given
Gwen Alderidgegwen@alderidge-hvac.netSmall businessAlderidge HVACYes
Tomas Beaulieutomas@beaulieuplumbing.netSmall businessBeaulieu PlumbingYes
Priyanka Desaipriyanka@northpierdental.netClinicNorth Pier DentalYes
Marcus Whitlockmarcus@whitlockbuilders.netContractorWhitlock BuildersYes
Alina Petrovaalina@sagebrushlandscape.netSmall businessSagebrush LandscapeYes
Hector Villanuevahector@villanuevaelectric.netContractorVillanueva ElectricYes
Noor Haddadnoor@cedarlanevet.netClinicCedar Lane VetYes
Dale Kowalczykdale@kowalczykroofing.netContractorKowalczyk RoofingYes

Insights

10 sample rows · 7 columns

Findings, their confidence level and the sessions that show them.

InsightThemeConfidenceImpactEvidenceStudyLogged
New teams look for a sample project before inviting anyoneOnboardingHighHighOnboarding call: first week at a plumbing firm, Onboarding call: dental clinic adminOnboarding friction interviews—
Admins want to import customers before anything elseOnboardingHighHighOnboarding call: dental clinic admin, Onboarding call: roofing ownerOnboarding friction interviews—
The invite email lands in spam for small domainsOnboardingMediumMediumOnboarding call: roofing ownerOnboarding friction interviews—
Owners skim the dashboard once a day, mostly on a phoneHabitsMediumMediumOnboarding call: first week at a plumbing firm, Onboarding call: roofing ownerOnboarding friction interviews—
The Send button hides below the fold on small laptopsUsabilityHighHighInvoice test: contractor on a laptopInvoice screen usability test—
People expect to edit a line item by clicking its priceUsabilityMediumMediumInvoice test: contractor on a laptop, Invoice test: vet practice managerInvoice screen usability test—
Tax fields confuse clinics that do not charge taxUsabilityMediumLowInvoice test: vet practice managerInvoice screen usability test—
Crews photograph receipts first and enter them laterHabitsLowMediumOnboarding call: roofing ownerOnboarding friction interviews—
Draft status is mistaken for sent by the customerUsabilityHighMediumInvoice test: contractor on a laptop, Invoice test: vet practice managerInvoice screen usability test—
Pricing questions come up before feature questionsPricingMediumMediumOnboarding call: first week at a plumbing firm, Onboarding call: dental clinic admin, Onboarding call: roofing ownerOnboarding friction interviews—

Also included

  • Mark doneRow action
  • Mark doneRow action
  • No-showRow action

Related templates