Interviews, Focus Groups, and Survey, oh my!

by Robyn Bolton | Jan 22, 2020 | Customer Centricity, Tips, Tricks, & Tools

Several years ago and courtesy of the TED Women Conference, I got my hands on SY Partner’s Superpowers Card Deck. Before forcing everyone on my team to run through the deck, I experimented on myself.

My Superpower? Complexity Busting.

And yes, I do truly love to create order from chaos or, as SY phrases it, “tame unruly thoughts.”

Which is why I now feel compelled to tame the unruly thoughts that many people have about customer research.

Most companies believe that it’s important to understand their customers and many of them invest millions of dollars in trying to do just that. Unfortunately, most of them are wasting their money by investing in the wrong tools.

Here’s a cheat sheet so you don’t make the same mistake

QUALITATIVE RESEARCH

In-depth, one-on-one interviews

• WHY you should use it: To discover and explore what you don’t know. When you are exploring a new space (or one you haven’t explored in a while) and you need to discover both what is going on and why, one-on-one in-depth interviews are the best (and only) way to start to bring clarity to a situation.
• HOW to do it: Don’t let the name fool you, these should rarely be truly one-to-one interviews. I prefer to structure them as two-on-ones: person 1 is being interviewed, person 2 is the interviewer and asks most of the questions, and person 3 takes notes and occasionally chimes in with questions that person 2 might have forgotten to ask.
• WHEN to use it: At the beginning of any project that feels ambiguous or for which you don’t have a lot of pre-existing and up-to-date data to rely on. It’s also a good exercise to do at least once a year as a way of ensuring that your data actually is up to date and reflects changing customer attitudes and behaviors.

Pro Tips:

• Face to face is best so that you can see non-verbal cues that indicate if someone is holding back information, struggling to understand, or having an epiphany.
• Don’t rush these. Plan 1–2 hours for these interviews as the conversations need to be EPIC (empathetic, perspective-giving, insightful, and create connection).
• Follow the rule of 10. Qualitative data tends ot be directional at best so don’t waste a lot of time and money interviewing hundreds of people. Instead, interview 10 customers then reassess to see if you need to interview more. In my experience, people 1–4 tend to provide the most new data, people 5–7 help focus you on the most important things, and people 8–10 confirm the most important things or add interesting spins that can be explored through other means.

Focus Groups

• WHY you should use it: To develop, enhance, and refine ideas and prototypes. Creativity abounds when people can bounce ideas around and build on what others say. For this reason, group research, like focus groups, is best when you’re giving people something to react to but you’ve already done the homework to identify the right problem and you’re simply giving them a solution to which to respond.
• HOW to do it: Focus groups should be heavily facilitated with structured exercises to keep the group focused. There’s lots of ways to host focus groups — in-person in research facilities, on-line communities, even group texts. What matters most is how you facilitate the group, ensuring that the collective energy is focused on generating the information and insights that will be most helpful.
• WHEN to use it: After you have prototyped solutions to the challenges identified through the one-on-one interviews. You want to give people something to react to, but it doesn’t matter if it’s a 3D printed prototype or a few sentences on a piece of paper. What matters is that you have a facilitator guiding people through exercises designed to understand what they like, what they don’t like, what they think, and what they feel.

Pro Tip: Make your prototype as ugly as possible. In general, people don’t want to be mean or hurt your feelings. As a result, the more refined your prototype, the more likely people are to think that you spent a lot of time and effort creating it. They’ll go out of their way to find things that they like, even defaulting to “I think people will like this….” (which is code for “I don’t like this but I’m sure someone else will). If you want honest feedback (and you do), make the prototype ugly.

QUANTITATIVE RESEARCH

Surveys

• WHY you should use it: To understand the relative priority of things and to build confidence in your recommendations. As mentioned above, qualitative research insights are directional and, even though they’re usually at least 80% right, some projects, executives, or companies want greater certainty before taking action. Surveys can get you that certainty in a far more efficient and effective way than additional qualitative research because they enable you to reach hundreds, even thousand, of people at once and collect data on a standard list of questions and answers.
• HOW to do it: This depends on the complexity of your survey. Self-serve options, like Survey Monkey and Typeform, are great for simple (e.g. 10 question) surveys to a broad group of people (e.g. women 18–34) or to an existing database of people (e.g. customers who have returned warranty cards). For surveys that are more complex (dozens of questions, use question logic), require a large base (100+) of respondents and/or are directed to a hard to find or access population (e.g. cardiac surgeons, people who have spent over $300 on gluten-free products in the past 3 months), it is best to work with a quantitative research firm that has the expertise, experience, and technology required to design and field the survey as well as analyze the data.
• WHEN to use it: When you are confident that you know the right questions to ask AND the right answer options to provide. In other words, after you’ve done qualitative research or when you’re doing something as a matter of course (e.g. post-purchase survey). And even then, it’s a good idea to include open-text response options just in case the answers you provide don’t include the answer your customers want to give.

Pro Tip: If you’re working with a qualitative researcher who claims they also do quantitative research, ask them to provide specific examples of past work that it at the same scope and complexity of the work you want to do. Quantitative research tends to become the “sole source of truth” in companies so it’s worth investing in the right experts for this type of work.

In closing…

Customer research is an incredibly complex field which means it’s easy to get overwhelmed and make the wrong decision. Hopefully this simple overview busts some of that complexity and quiets some unruly thoughts.

I’m curious…did this help you find the right type of research for your needs? What did I miss? What would you add? Share your thoughts and help all pf us get smarter and better at this important work!

How to Use Customer Research Tactics to Talk to Anyone about Anything

by Robyn Bolton | Nov 18, 2019 | Customer Centricity, Tips, Tricks, & Tools

A few weeks ago, I published a piece in Forbes with tips on how to learn from your toughest customers.

During most of the year, these “customers” tend to the people buying our products or using our services — people who don’t understand why our products or services cost so much, are so difficult to understand, or why they should choose them over other options.

During the holidays, though, these people tend to be our family members — people who don’t understand why we moved so far from home, don’t call or visit more often, or why we support a certain political party, politician, or cause.

Luckily, the same techniques we use to understand our business’ customers and craft solutions that help them solve their problems or achieve the progress they seek (their Jobs to be Done, according to Harvard Business Professor Clayton Christensen), can also be used to keep the peace at your next family gathering.

Here are some Customer Research Do’s and Don’ts to help you navigate your next visit with family:

1. DO establish the topic of conversation. DON’T lead with your opinion: When you start an in-depth qualitative interview with a customer, you don’t start the conversation with “I think what we do is awesome and that you’re a horrible person if you don’t agree with me.” You start with, “Thank you for taking the time to speak with me today. I’m very excited to hear your opinions about my business.”

We all know you’re not excited to hear Uncle Lenny’s opinion on gun control but starting the conversation with your opinion isn’t going to help things. So, when Uncle Lenny brings up the topic, simply acknowledge the topic and ask if others are interested in having the conversation. Who knows, maybe Aunt Jenny will shut the conversation down before it gets started.

2. DO listen more than you talk. DON’T try to win the argument. The purpose of customer interviews is to learn from your customer, not to convince them to do something. That’s why you try to talk only 20% of the time and listen 80%.

When Uncle Lenny, undeterred by Aunt Jenny’s pleas to move on, continues to expound on why he believes what he believes about gun control, don’t try to drown him out, overwhelm him with data, or win him over to your side. Instead, listen to what he has to say, ask open-ended questions, and, every so often, chime in with your point of view.

3. DO be curious. DON’T make assumptions. During customer interviews, you don’t take things at face value. When a customer says something is easy, you ask what makes it easy. When as customer says they want something to be more convenient, you ask what “more convenient” would look like. You don’t assume you know what the customer means, you ask.

When Grandpa Joe says that anyone who believes (fill in the topic) is a (fill in the negative stereotype), don’t assume that he’s talking about you. Ask why he thinks that people who believe X are Y. Maybe he’s never met anyone who believes X and is simply repeating something he heard. As a result, he may be surprised that the family member he loves who doesn’t fit the stereotype does believe X. Maybe he HAS met someone who believes X and they do fit the stereotype. Then you can remind him that 1 person doesn’t represent everyone in a group and that while yes, that person may not be his cup of tea, there are other people (like you) who are.

4. DO share your opinions. DON’T be dogmatic about it. In the rare instance when a customer starts to assert patently false things — a company has satanic roots, a product kills pets, an executive committed a crime — it’s your responsibility to speak-up and correct the falsehood. When you correct a customer, you don’t stand up and shout in their face, you speak slowly and calmly, gently acknowledging their opinion before sharing the facts, and you do this only a few times before moving on to the next topic.

When Grandpa Joe refuses to relent on his “anyone who believes X is a Y” stance, you have every right to disagree but doing it with the same absolute language and heated emotions isn’t going to change his mind. Instead, consider framing your opinion as a question, “Grandpa, what if I believe X. What would you think then?” If he persists, then gently explain that you hear him, respectfully disagree with him, and believe X for the following reasons.

5. DO know your limits. DON’T be afraid to leave when they’ve been reached. Customer interviews have a time limit and, no matter how chatty, interesting, or charming your customer is, you end the conversation when the time limit has been reached. Maybe you schedule time for a follow-up conversation but more often than not, you thank them for their time, hand them their check, and show them out the door.

Family time also has a limit. When you reach the limit of your patience, energy, civility, or sanity, thank everyone for their time and show yourself out the door. Yes, you may miss out on Grandma’s pie or your sibling’s vacation photos, but that’s a small price to pay for keeping the peace. And you can always schedule time late for conversations with select family members.

In closing

Talking to customers isn’t easy. Neither is talking to your family. But by using the same techniques you use to understand and empathize with your customers, you can navigate the minefields of family gatherings, maintain your sanity, and maybe even make it to dessert.