RESEARCH BRIEF — Freelancer Invoice Tracking Tool Objective: Understand the functional and emotional pain points freelancers experience when tracking invoices and chasing payments — generative phase. Target segment: Freelancers in LatAm, 2–5 years of experience, working with 3+ clients simultaneously. Key research questions: 1. What does the current invoicing process look like end-to-end? 2. Where do freelancers lose time or feel friction? 3. What triggers anxiety or stress around payments? 4. What workarounds have they built — and why? INTERVIEW SCRIPT Warm-up — 5 min - Tell me about your freelance work — what kind of projects do you typically take on? - How many clients are you juggling right now? Core questions — before the task - Walk me through how you set up a new client for invoicing. What tools or systems do you use? - Before you send an invoice, what do you usually prepare or check? Probe: What happens when a client has specific requirements? Core questions — during the task - Once an invoice is sent, how do you track whether it has been seen or paid? - What does your payment follow-up process look like? Probe: Tell me about the last time you had to chase a payment. What did you do step by step? Core questions — after the task - How do you know a project is financially closed? - What happens at the end of the month when you reconcile payments? Probe: Have you ever lost track of a payment? What did you do? Closing questions — 5 min - If you could remove one part of this process entirely, what would it be? - What would a perfect invoicing week look like for you? Questions we avoid: "Do you like tracking invoices?" — binary. "Wouldn't it be better if it was automated?" — leading. Estimated durations: Warm-up 5 min — Core 30 min — Closing 5 min — Buffer 5 min JTBD MAPPING Functional job: Get paid on time without manual follow-up effort. Emotional job: Feel in control and professional with clients. Social job: Be perceived as organized and reliable. HOW MIGHT WE STATEMENTS - HMW help freelancers know exactly when a client has seen the invoice? - HMW reduce the emotional cost of following up on late payments? - HMW give freelancers a single source of truth for all payment statuses?