Customer Research Insights with Hannah Shamji
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Nov 9, 2020
I visit with Hannah Shamji to learn more about customer research insights and much more.
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frustrating all right we are live um had a little tech
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difficulties zoom in facebook did not want to cooperate today uh we should be in the main facebook
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page instead of so i'm gonna pull that up and make sure i let people know that
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we are going because uh when i did that before i was
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able to do it right in the event page but this yeah oh facebook
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yeah i know i know facebook is now not seeing it live
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that's what uh yes there we are okay we are good nice
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i'm going to all right
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all right let's get i wanted to share that yeah just share it to the facebook
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okay um
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my name is todd and this is the website copy framework uh office hours and i am delighted to have
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hannah shanji did i say your name right yes he did i keep wanting to say hannah
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for some reason my parents actually call me that and i don't introduce myself that way often
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just because it causes a bit of a stumble but if it's easier for you please go for it
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hannah hannah you seem like a hana to me yeah yeah can you hail from the great
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city of toronto uh yeah yeah right and right downtown
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i wish i could visit toronto for one one of my best friends lives there and
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in that area and i seem to meet people who are from the toronto well canada in general but you know
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it seems like all the great copywriters in canada right maybe there'd be some people would argue
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with me on that i think probably rob marsh and kira hug but uh anyway yeah so in in the thing about
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hannah now let me do you consider yourself a copywriter or no not really no yeah more than maybe
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like a former copywriter i definitely dabbled and i do understand the principles and
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i've worked at a copywriting agency so i know the ropes but i wouldn't consider myself a copywriter
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yeah you like the research side of it before more don't you yeah yeah i remember very clearly when i
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first uh saw you it was on a tuesday tutorial a tutorial tuesday
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um that copy hackers does and um you told us that you had a
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a counseling degree yeah and it boggled my mind in a good way not a bad way i was like
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whoa okay because i took a class in graduate school called past short-term pastoral counseling
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so i understand a smidgen a smidgen of what you know from that and you have
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used that to parallel or i don't know if it's right word but parlay that's what i'm looking for into
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a career of a customer interview and research yeah so my background academically have
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a bachelor's in psychology and from then even through my master's very heavy in like academic research so
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i've been doing qualitative research in the health space for quite a while and then when i switched to marketing it
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was like right around the same time that i decided to get some training in becoming a
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counselor or therapist and it just layered in so well
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with the interviews with the surveys like asking more um intuitive questions and really like
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listening to what people are saying all of that kind of like human behavior i mean therapy is essentially like
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facilitating behavioral change right and uh selling is the same so
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the the layering in was was really like a very perfect um happenstance like i just kind of
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stumbled on it and uh it worked out really well the two kind of tug on each other quite nicely
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um yeah yeah and copywriters they love to say they're amateur psychologists so that's kind of
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an interesting thing but um so before i get started um with the questions about your
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expertise i want to ask you these are three little questions uh kind of for fun if you watched any of
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the copy chat shows i asked several questions it won't be that um and that was kind of rapid fire
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and you know this is different uh three little questions so first of all i like music so what song
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or music do you have on repeat uh probably ebay i don't know if you've
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heard of them um i b e y i they are uh twins and they are
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cuban and um cuban and something else but the music
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is amazing um yeah you should totally check them up so any look them up anything from their
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album um i'll usually have it and just i
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oh okay so canadian so they probably have like really energetic top music it's uh i don't know
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it's it's so it's a mix of like some of it's spanish they also speak french some of its french and
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english and they have a um another language that they grew up learning like it's actually very
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uh like it's a good vibe i don't really know how to how to place it i'll check it out yeah i was lit how do
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i prepare for online interviews like this i'm like listening to music and and i'm sitting there listening to and i
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got i went down the rabbit hole of um what would have been rock uh lady rock back in the late 70s early 80s
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and there's a lady now named lizzie hale who she's younger probably in her early 30s and she's
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covered some of that stuff she's amazing she's a throwback to the joan jett lita ford
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type thing and i was listening to her as i yeah she kind of gets me going but but not just her but other people
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i was listening to stuff as i was getting going so um so what is your favorite dessert oh
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that's a really tough one um lately ice cream strawberry ice cream
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yeah yeah i can i can go to town on strawberry ice cream yeah and last little question if you
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could do anything for a living other than what you're doing now what would it be
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oh these are tough hey i feel like i have to say something that's like super impressive
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um i would say something super fun like i want to be a circuit delay or
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something like that i don't know i mean uh
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uh it's yeah i'm i'm not sure i think i like if i if i could do
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anything assuming i had enough money i don't know that i would do i would be working in the same way you know what i
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mean that's kind of what i'm getting at that's kind of what i'm getting at uh i think i would do some like i do like
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workshops and seminars and about like the kind of counseling human behavior but i
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would then spend more time like um
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outside like hiking and traveling a lot and on the beach and reading and
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yeah it's uh i'm kind of trying to build that life anyways so yeah you caught me right in the smack
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in the middle of me like figuring all these pieces out there's a guy in in town where i live he
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ran a um uh crepe shop for a long time here in town and he just sold it
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uh to another couple and now he's basically traveling uh all the cool places in the united
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states outdoor related like parks and stuff like that yeah and i'm watching him on facebook like oh you know he was in virginia in one
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week and now he's in you know wyoming and it's like dude you're having the time of your life it's just him and
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his dog and they're just having a blast i'm like i'm a little bit jealous but you know good for you buddy so
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yeah yeah my husband and i did we traveled for like a year and a half um and i'm with all this like covered
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craziness yeah certainly miss miss i admire the younger generation who are
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doing that while they can and uh when you get my age you're like man i don't know if i'll ever be able to
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do that you know so i tell people and especially now because you can so many of the jobs not all of them of course but
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so many of them could be done virtually so i mean you know go do it while you're young you have
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energy you have your health's good go do it i more power to you that's what i say i kind of wish i could be there
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with you but okay let's get into uh what we're talking about and if you're watching on replay and you make a comment feel free
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to put um hashtag replay or something like that just just to carry on the conversation but hannah is
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a customer insight research expert i guess that's the right way you're putting it yeah you had some fancy title at the
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copy hackers agency what was it lead research copy hackers i was head of research um
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or sometimes it would be more call like conversion research um but now i would say
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um yeah customer insights researcher is kind of the the title that i go that's what you have on your website i
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think that's where i pull that from so talk to me about um interviews um
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this because this is where you get your your research that you or the insights you get you get it from interviews
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and um so talk about why i do interviews even as maybe a smaller company
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and how um interviews can help uh our business so i want to share my screen actually
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a few slides that i've got and let me see if i can
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is it letting you do it um [Music]
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i think your application window i think i have to open it in a different
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application window maybe uh is there something you can share with me and then maybe i can share
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like um yeah it's a google it's google slides
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so i wonder can you email the slide to me and i'll i should be able to share because i have
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the bill hold on a second uh screen sharing is easiest with two monitor screens sharing works best
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on a good computer some screens yeah i can share you should be able to share okay let me
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send that to you tech stuff's always fun
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yeah it would be much easier if um the the zoom would have worked and
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sometimes it just doesn't cooperate so stream yard is kind of a fallback and uh thankfully it works most of the time so
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yeah and zoo and facebook actually has a much more intuitive uh live feed you know inside their own
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application now and i haven't really actually used it but i need to play around with it okay i
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just got it you got it yeah okay let's pull that up and okay
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uh that's okay oh you have like six slides i i've got a couple but they
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just sort of opened out so there's more when you scroll down it's just because i really don't like doing animation
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i think it takes longer so i'll like break out the slides you'll see what i mean is that sharing yet i
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don't see it hold on a second uh chrome tab let's do this and do this
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there we go there we go okay perfect um i don't know if you want to put it in
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like presenter mode oh sweet awesome um okay so i want to
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talk through these and i think it'll help to sort of like crystallize the actual why
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and the other points that that we'll cover um and just really dive into like that first piece
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of like why why do it why why should you talk to your customers um you can have sometimes kind of like
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an intuitive sense it sounds like a good idea um to get closer to your customers since
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they're the ones that you want more of and you want to keep around but there are more
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like concrete pieces that you can get from customer interviews um that will really
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like serve you not only in marketing and selling in actually like putting together the
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copy and the content on your website like the whole gamut i mean these uh interviews can really really serve
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pretty wide spread um so i'm gonna walk through a couple points both for the side of copy and
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for the content and you'll start to get a sense too and see how they sort of overlay uh can you go to the next slide
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perfect um so first is buying and sign up objections um this
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is it's very very easy to identify these kind of at a broader
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level like price is too high or people don't have time or switching is too hard
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um but when you actually have a chat with a customer or i also like to chat with folks who like just recently
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stopped being a customer as well you can really dig into like what their thinking was
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um why they actually stopped buying why they actually decided against or resisted
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even making the decision to buy and you start to get a sense of like what is it that they need to hear what kinds of things are they looking for
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and then that becomes information that you can feed into the copy on the page um even the content
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really like you'll as we go through you'll see a lot of these kind of overlay um a blog post about addressing some
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common objections and helping people navigate navigate those it's it's a very easy way
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to start to speak to these customers more and more in any platform um and and really kind of
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understand what to say to them because you know what they're thinking and what's kind of standing in the way of their of their buying decision or
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even their their sign up decision uh next life
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sticky features and benefits so i'm bumping these two together but they are quite different
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and this is also really helpful to understand like what what are they looking for what are the features that they
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have in their mind as sort of like presets like you know i need a mattress that is a
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hybrid for example um and then also what what are the actual benefits so people don't
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necessarily buy a mattress because they want a mattress they buy it because they want a good night's sleep they want to wake up
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feeling refreshed in the morning they might have aches and pains from their current mattress all of those would fall into the
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benefits category um and you can kind of use these like interchangeably so you've got
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the buying objections and then you can address them with a benefit and you can do that again
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in content um in copy on the page itself it'll really help you um suss out themes
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so the goal in these interviews is always to talk to you want to talk to
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around like um eight to ten i i know with jobs to be done they typically say around seven i
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like to talk to eight to ten customers and what you're doing is you're asking them very similar questions
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so that you can start to pull out themes you'll hear a lot of overlap you'll identify those buying
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objections and what they like about the product what really stands out as a benefit pretty early on
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and once you have those themes you can start to filter that into the copy or into the content
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yeah that makes sense so people you know they're people are always looking for you know content
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idea ideation that's a big deal content foundation and i would tell people and and this is
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kind of a piggyback on what you're saying is like what are the top 25 questions people ask yeah uh but if you go in and do
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interviews now i'm interested in this eight to ten interviews are you talking about like actual interviews or surveys and
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interviews or just one or the other so surveys are um ideally you're getting a much bigger
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sample you're looking for like you can do a survey and have like 50 plus
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responses um interviews those are going to be like the more the one-on-one conversations if you can't do eight to
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ten do as much as you can you definitely wanna do at least like
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three more than three so you're not having too biased of a response but even if you're able to sometimes
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it's also helpful to talk to people in the company who have a
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customer facing role so you're not necessarily getting like direct from the customer in that case if
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that's not possible but you might be talking to like the sales person and understanding what themes
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um come out of their conversations with sales but yes ideally you want to talk to
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eight to ten you'll hear some folks say seven but often not less than that if you really
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want like robust data um and then you know you can kind of work with what you've got as well
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it's it's never uh it really depends on the client ideally you wanna interview customers but if
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that's not available to you you can interview front-facing employees like
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sales and customer support yeah exactly so i i like to do both
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and just kind of layer the two in often when i talk to sales or customer support they give a
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really nice framework they often know exactly what objections come up pretty quickly and then i can drill down even more
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specifically into if you hit the next slide you'll see into
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like behaviors and motivations um and really start to understand like the customer's perspective
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so you can kind of pick and choose based on what you've got there but those are those are the two buckets that i would
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um i would tap into hey one other question and is this maybe something you address later so if it is
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just tell me that but um do you find that you have to offer some kind incentive to get people
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to interview with you yeah so um it depends on how i've i've had uh clients where the
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customers are just so engaged that they're more than willing and it would almost
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sort of interrupt the relationship and the dynamic to offer an incentive i've also had
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instances where it's very um they're not used to engaging with the client and so offering an incentive really
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helps um i would go and check in where the clients at with it and what their take
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is if they're not sure you can probably like if a client knows a client will know if their
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customers will respond or don't need an incentive if they're not sure chances are you can benefit from an incentive
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and just something like a 25 amazon gift card works really well um if you can offer something from the
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product like a free month if that's a fit uh nothing over like 40 bucks
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it tends to stop biasing responses and they want to be very pleasing and you don't want to muddy the data
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that way right but uh yeah a 25 20 25 amazon gift card works really well as
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well i would wonder i wondered about thresholds like a minimum to a maximum so maybe 25 to 40 buck value of
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something yeah exactly and i uh i have had an instance where clients given like 100
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gift card um but these are always kind of outlier cases it's not something that i recommended
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that they felt that you know the threshold of 50 40 uh wasn't sufficient
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for their audience so it is dependent but you do want to be mindful if you are giving more you want to be
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really careful of like how much um that you're not creating an environment where they feel like they need to please and sort of earn
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that amount and say things that are very pleasant when maybe that's not actually their experience
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right got you yeah um you can hit the next one
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all right so in terms of content um this is like a huge huge source of content you once you
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start to sort of like engineer the way you're approaching these conversations you'll pick out kind of um really
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juicy topics customers will introduce things that maybe the clients haven't thought of that
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maybe aren't top of mind for the clients um but they're really sort of like
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nagging questions when you have a conversation with them to understand kind of their buyer journey um you'll
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identify like what their roadblocks were what were their hesitations how did they overcome their hesitations all of like
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pretty much anything that they're talking about from the point of like competitors and first looking um at the product
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all the way through to making a decision to buy and sticking around you can pull out topics um for
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content from all of those uh all of those like articles about like five ways to do this or five questions
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to ask when you're considering buying x um they fall really really nicely into
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like from from customer data so you'll get that uh that insight that will just make it
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easier i think to start like thinking like a customer and if you were the one buying what were the questions that you
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might have and you'll find that all of those can make individual uh blog posts with a little extra insight and research from
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you uh once you pull out those themes next slide
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pains and needs so this is these are this and then um is kind of one of the buckets like the category so you've got
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like objections and you've got benefits and those are further along the buyer journey
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but then you have pains and needs which are in the beginning so like what are they struggling with in the first place that they're even
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considering this product what do they need from this product to even
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step further into the buyer journey so these are just other categories that you can get really clear on um
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there's a big uh i would say i don't know if debate's the right cord but
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um a big back and forth between you know it's difficult to ask customers why they
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buy or um because often people don't really know like we buy for a myriad of reasons
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and we might have our pros and cons list but then the actual decision happens separately in kind of a singular moment
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it's something else that sort of nudges them along the way or you'll have instances where a company will
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flat out ask a customer like would you buy this product um and anytime you start veering into
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like future and hypothetical questions uh it's people are horrible at predicting the
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future um new year's resolutions is a perfect example of that like we think we're
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gonna have them for the year and it's really good if we have them through the through to february 2020 turned out to be uh something
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nobody predicted i guess so yeah i mean if you had a resolution to like i'm going to travel a lot this year
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that i was kind of kybashed with with all of the 20 20 things unless you're like my friend spencer spencer
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who's going out in the in and visiting parks and stuff where you can stay socially distanced and
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hang out with your buddy and that's about it yeah yeah yeah yeah um so it's uh it's really important
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to kind of help your your customers knows their problem often better than we
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know their problem um so it's a really great space to figure out like what is it that they're looking for what do they need what's
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their kind of decision matrix in their mind and interviews will help you tap into all of that
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and voice of a customer you can spread across whether it's in your copy or in your content i have
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many times used a messaging messaging like an actual quote from a
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customer to populate like a headline um it might be a call to action
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you can even pull testimonials or figure out how to phrase a particular benefit because that's how your customers raised
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it they've got some distance from the product which really helps so they're not kind of thinking with the same lens as you are
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um and they often have very like accessible language because you know that's how they're processing
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things yeah i'd never heard of voice a customer until i started hanging around the copy hackers
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group and that's where i first learned about voice of customer research and all that kind of stuff and then of course what
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you're talking about is how you get the voice of customer research and that data so um
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yeah yeah it's a it's a very useful uh lens and i find with clients too like
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it's a useful tactic to get their buy-in on something so it's one thing to say
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like hey you know customers are struggling with price for example or perhaps they don't have enough money um
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to afford a particular product it's very different to bring that to life and like show them well
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actually this is what the customer said this is how they said it it changes the tone of the conversation right they they can
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have more buy-in and more investment in um the themes that you're that you're
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bringing out i think nikki said about you it's like magic
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and that's what your testimony on your web page and i went ahead and wrote that into a headline for my uh
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email one of the emails that i sent out about this particular office hours yeah yeah see it's like custom voice
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customer data is so um you can just repurpose it right like it's very easy to
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to filter it in and it's funny because she was talking about about the playbooks that i put together and so
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then you took her voice of customer data and it's like a chain of like a telephone pole that's awesome
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yeah um yeah do we want to go into the next piece yeah is there a slot another more
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slide yep do's and don'ts okay good so this is like a quick kind of cheat sheet um there is
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uh there are a few pointers that will just really help you make these swift and easy and um
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if you're new to this i've i've heard a lot of like i've done customer interviews and i
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don't know if i'm doing them right or they're very frightening and scary and intimidating and that newness
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talking to a stranger is absolutely normal and it's actually a good thing it just makes you a little more alert
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and on your toes with asking questions because you will need to
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guide that conversation and that's why the first thing on there is have an interview goal
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an interview goal could be it's separate to like what you want to
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do with the interview data so it wouldn't be something like from the interviews i want to like write
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copy for a home page but it might be like i need to understand what the buying objections are and what
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people really care about and why they choose this particular product you can have like those three
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goals and they typically come in the form of questions um but really having those anchors like
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what is it that you're trying to understand from the customers specifically once you
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have those goals and you have a list of questions that you want to ask your customer you want to practice
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out loud this sounds kind of cheesy and like a throwaway point but it makes a big difference like i
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anytime i'm feeling nervous about talking to a customer i'll practice how to kick off the call um what am i
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going to say what are the points that i need to hit i need to ask their permission to record um i need to give them some context
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about what this is but not tell them too much you need to make them feel comfortable build rapport really quickly
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so i'll practice that stream um and even practice follow-up questions like in the
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mirror you'll notice if you feel comfortable it communicates that comfort to the customer and
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often the questions that you're asking them are not questions they've even asked themselves um or had to answer before so the more
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that you can guide them there and make them feel like they can share openly the easier that conversation will be
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practice out loud with yourself or do you like get a friend or a family member to
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i would say i think you can go either way i mean i'm someone that does a lot of like in front of the mirror practicing by
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myself um i prefer that but more than
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more than helpful to practice with someone as well if you feel like you that way you can
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also get the dynamic um and have like if you were actually to play out the whole interview
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that would be helpful too but if you don't have that that luxury practicing by yourself helps um a ton or
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i guess you could use your pet yeah i feel like people have gotten so
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creative with like how to talk and how to be more social even though we're all like
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bungled up in our homes yeah and asking follow-up questions so this
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is a really really big one you'll notice that people don't often answer the question that you
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ask them and that's not because they don't want to but often they'll have like their own agenda
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they want to say something they want to share something with you they have an experience with the product that they have already tapped into
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because they know that's what this conversation is about and follow-up questions will be what
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will get you kind of under the surface so you might have a script of questions but include in that script what your
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follow-up questions are um it'll really really help you dig deeper
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because people you'll be able to sort of like navigate the conversation and also slow
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it down a little it's very easy to kind of run through your questions and just think that like i need to ask the questions and
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then the interview's done but you do need to like step into the conversation and slow it down
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and ask about things ask a natural follow-up question that you might have and builds that muscle
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um the all of the gold that you're looking for is always at the end of a follow-up question it's very very
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rare that you'll get that insight right off the cuff if you do that has more to do with the customer and less to
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do with with anything else makes sense and don'ts uh don't over script so this
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is something that i've worked with some folks on to like
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over scripting is helpful to think it out like what are the questions that you want to ask
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but then lean on your research goals your interview goals and have your big bucket questions and
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and don't um feel like you have to stick to the script a lot of the power of this conversation is going to come with if
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you hit the next slide it's going to come with like following your curiosity
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more than the question so once you understand like i'm clear on my research goal i need to figure out why they chose this
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product and what their buying objections are those are my two pillars i've written out some questions and now
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like step into the conversation it doesn't mean you have to memorize your questions you can have them there with you
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but listen to what the customer's saying and if they say something that is kind of pulls up another
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question it intrigues you you're a little confused because you want some more insight
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lean into that um that is going to be a bigger uh strength for you than the actual
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questions assuming like because the goal here is you trust that you've kind of prepared you know where the goal is
32:17
of what the goal is of the interview so now just really follow follow your curiosity there and i have
32:23
another last don't hear like don't ask why this is not a hard and fast rule
32:31
but you will notice that more often than not when you ask someone why they can get a little on the defensive
32:39
it might be a really really tiny amount but why is a question that implies that there's like one answer and
32:46
now i'm asking you why and you actually have to prove something to me like why didn't you clean your room or
32:52
why did you leave the dishes out there's a slight like accusation almost in that and um a lot of it
32:59
can disappear if you swap out why for a what so like what made you decide to buy this product
33:07
um what was what made you choose this product over another product so you're still
33:13
asking why but if you don't lead with why it kind of softens the tone a little bit
33:18
um i often find when i ask a why question the first response is like uh i don't
33:25
know there's a different there's a different action that you're inviting people to do
33:31
so if you ask why they kind of have to search through like i need to prove this point i need rationality justification
33:36
if you ask what i have to actually just recall information so the exercise is quite different and i
33:43
would really strongly if you ever do a survey steer clear of the why questions if you can because
33:48
you're not there as a person to facilitate i'll totally ask why questions if i feel like the rapport is there if i
33:56
have a good relationship with that person you can be a lot more direct and they won't feel as put on the spot by it
34:04
but if you can steer clear of why you actually get a lot more juicy insight
34:11
interesting um was it ryan levesque who's got the book about the why
34:17
method or whatever i don't know how that plays into your um saying don't use why in customer
34:25
interviews but it's a tricky one because i think the goal is to ask why so it's less
34:31
about not finding out why ultimately you want to know what your customer's why is absolutely um but in an interview
34:39
and in uh in a conversation when you're trying to build rapport really quickly with a stranger
34:45
this is something that um came from the counseling world uh that you'll find that you don't have
34:51
to dig as much if you can work around the y uh it doesn't mean you shouldn't ask it at all but it's a little
34:57
it's and a lot of people still do but it's a little kind of technique that will help you slip under the layer
35:04
um and get people to recall the information that you're looking for from from the get-go so you're still asking
35:10
why you're just not necessarily always using that word well in and it does make sense what you're
35:16
saying though why is something that you maybe you could use with a friend or a family member or somebody you know
35:23
really well but could become more accusatory for somebody you don't know that the customer uh so now if i was
35:31
interviewing rhonda i might say why because i know ron but um but a customer i don't know i
35:38
might you know want to not say why yeah and i think you can kind of
35:43
put a catapult on the situation so i'll definitely use it with a customer if i feel like
35:51
there is the rapport there if it's a little uncomfortable if they seem a little bit shy
35:57
you kind of make a judgment call but sometimes you do want to be more direct and your tone and your energy is very
36:03
different you can ask like why is that right there's a different energy of like curiosity um
36:08
so it's just it's less of like don't ever ask why and more of like be mindful of if the situation would
36:15
actually benefit from a question like that or if there's a softer way to get to the inside that you're looking for
36:21
yeah i like that not over scripting and go ahead and follow in your curiosity because
36:28
you do you do find yourself in the actual interview rather than you're just asking
36:34
a series of questions and yeah i've always kind of followed that like when doing interview for a podcast or
36:41
whatever because and then sometimes what happens is you end up not answering asking the questions you had scripted
36:47
but but in the in the meantime you've gotten some really good stuff you know sometimes you
36:54
can't get it all in one actually there were more questions i don't know if we followed up on that uh you you've covered a lot of these i think uh
37:02
what can i learn from interviews i don't know if you want to say anything uh different than what you already have
37:08
no i think that like i would say that interviews are more comprehensive than we think
37:13
like you can actually get away with doing interviews and maybe you don't do surveys um maybe
37:20
you don't it's just a really strong source of data
37:25
so you can cover a lot of things you can cover trust benefits just content course topics the customer
37:31
journey the timeline the decision sort of matrix you can pull a lot a lot from there
37:38
there's very little i can think of that you can't actually get but the goal again is like you do want to have a representative sample
37:45
so talking to one or two customers if that's all that you are able to do you're going to benefit
37:51
from talking to like customer sales support that kind of thing and to get like a more representative
37:58
sample of the fuller customer but if you can't and you can talk to more customers then
38:05
there's really like it will be such a source of um insight and i often encourage um
38:13
like a survey that goes out where at the end of the survey you ask folks to do an interview and i've done this with clients where
38:19
like you can kind of have it on repeat so you always have like a pool of customers that have self-selected
38:27
to and opted into doing the interview and there's a lot less friction that way as well that makes sense yeah
38:32
yeah yeah huh okay um i think you really
38:38
the other one is how how can i get how do i get customers agreed interview you really touched on that but if you want to say anything else to i'm
38:45
gonna drop i had i just wrote an article on this um and i'll share the link with you
38:51
or we can drop it in the comments on this thread um and it goes through like the exact
38:57
templates that i use to ask for an interview and how do you actually talk to the client as well
39:03
to get them on board because you're probably going to have to go through them and they're going to have to send it out so including like what you know what do
39:09
you say how do you frame it do you include a booking link how do you frame it to the customer so that they
39:16
are actually willing um given that they don't have any context so there are templates in there that you
39:22
can pull from and use and kind of copy paste and adjust as you need but those are the ones that i've used in and work really
39:28
well that come out of your playbook they um so they've come out of so the playbook
39:35
is more the insights synthesized um but these would be like the tea up to the playbook so how i've
39:42
gotten with with clients like what is it that i do um because this this can be kind of a tedious process of
39:49
like i have to now get the client to buy in and is this going to take a while and
39:55
what do i say to the customers and so i just sort of tried a bunch of things templated out and overdoing them for so
40:02
long um i've got a couple methods that work so all of that's an article and i'll link to it
40:07
that would be awesome yeah yep i think the last question was and you did the do's and
40:14
don'ts of customer interviewing so i don't this is really anything to unless you have something else you want
40:19
to add i thought you were really insightful and also very
40:25
not overly hard to do yeah i tried to pull out pieces that i
40:32
mean it really is a conversation so just leaning into that know what you want to get from it and then
40:37
and then just step in um and practice
40:42
yeah yeah well okay so you got i'm bookmarking this um so i would imagine that in your
40:51
career you've probably done this for maybe businesses that are a little bit bigger and you know they have the funds
40:57
so if you're uh we have a lot of agencies small agency owners that kind of thing that are
41:04
that are in the group so they are likely doing it either for them their own business or
41:09
helping their client with this is there a way to do you feel like you can
41:18
meet that context with with all this it translates pretty well you think oh yeah um so i've i've worked with
41:24
bigger companies but also like startups um and much smaller companies that
41:31
sometimes are a little nervous because they don't have maybe a huge customer base but
41:38
the way that you reach out to the customer is going to be make a big difference right so because you want to make this like a personal
41:44
invite a personal request so often it will like the email that i that you'll see in
41:51
that article is written in a way to imply as it should that like
41:56
you're kind of hand picking who you want to chat to um but it's absolutely translatable i would
42:03
um i would recommend so typically i'll to land like somewhere between eight to ten interviews i'll email like three
42:10
times that amount um just so that you know people aren't able to book or they don't
42:16
see the interview etc and then i'll back end do the interviews over the course of like one or two days
42:22
um but in the case of a smaller company you might want to just email the people that you're actually
42:27
looking to chat with so you don't maybe exhaust so many customers
42:32
and kind of go through it one by one that way but it's absolutely translatable um i would say that if if
42:39
you're worried that you're not going to do enough interviews to make them useful like that that's never going to be the case if you
42:45
can only do one now um do that one now and maybe you can do another one you know next month or
42:51
next week or whatever the case may be but you will always benefit from talking to the customer and all of these rules
42:57
will still still apply for sure you talk about the logistics of doing an interview do you like
43:03
record the interview and get transcriptions and how do you recommend that's what i would
43:09
think anyway yeah absolutely so i always record but i always ask if i can record um right before we hit records just so
43:16
that they know the recording's not actually going anywhere um i've never had anyone have any issues with that or say no
43:24
and then what i do is i'll get it transcribed because i want the actual like voice of customer data
43:29
but i'm always taking notes as well um so there'll be a couple times i take notes during the interview itself
43:36
if something like really stands out and i want to remember it but then i do a quick little like brain dump after the fact because
43:43
there's something that happens you make some kind of connections in the conversation that you might forget later
43:49
on there's something with like the recency of it just happening and you have time to like digest what
43:55
they said and maybe they were talking and they said something in a certain way that really stuck with you or it was a
44:01
different perspective so i'll take a couple notes afterwards and then i'll i'll look at the transcript
44:06
as well and then those are the themes that i'll pull out like oh i know that they talked about
44:12
price here and i'll pull out all the language that they where they talk about price and and kind
44:17
of filter it and i use a spreadsheet to track everything and um and organize like all of the
44:24
price comments and if they're benefits or objections etc yeah um i have a hard time taking notes
44:30
while i'm doing an interview like that and i don't know if it's just me or if that's the nature of
44:36
you know i don't guys are not really good at uh doing two things at once so maybe that's i don't know but um that's why i have
44:42
really gone to to recording them because it just like i can go back and get the transcription
44:48
yeah but i haven't thought about the brain depth i think that's brilliant it's very helpful and even if there's
44:54
something of like um even if you don't because i like when i get more comfortable with a particular
45:00
client let's say i'm like three interviews in and i've got five more to go um by then
45:06
i'm familiar with the questions a lot more i don't need the script at all um but i'll do something like
45:13
maybe i have a bit of a like i'll write b like ben if they really say something cool about
45:19
benefits i'll just like jot down benefits or i'll jot down like objections so i can see if there's like a leaning in the interview
45:26
and then when i do my brain jump afterwards i'll fill in because you can often remember exactly how someone said it
45:31
because it just happened so that's really valuable too that's just something i hadn't thought of
45:38
sometimes when i'm done with the interview like i want to like leave it completely and kind of so you know
45:43
there's a part of that but but i can see taking you know a notebook or something and saying you know some stuff you just
45:49
offhand remember and and like mo and and might help you when you go back and look at the transcript about that
45:56
i will keep that in mind um going forward to try to learn to do that better i do agree with the leaning in and
46:03
really just getting into the interview and because i think i when i when i depend too much on a script
46:09
um i think that's when i lose the authenticity of who i am um yeah so
46:16
um you know even when i do presentation i told somebody the other day i'll probably do better
46:24
oh just doing it off points and that kind of stuff but i can't script it out i've never done a
46:30
scripted video so i you know maybe one day i will but i just never have
46:36
i figured todd comes out better when todd just talks and you know for better or worse i guess so
46:41
anyway yeah i think you you gotta find your own rhythm with it like how you navigate the conversations and
46:47
where you can kind of bring out your strengths as well for sure yeah yeah well
46:52
very cool fantastic information i know rhonda is like i'm bookmarking this and
46:59
you know i know some people uh are are going to really get a lot of information out of this awesome yeah thanks for having me this was a lot
47:05
of fun yep and i know you i noticed the last slide had you know information about how people can reach you and
47:10
hannah's very active on twitter and right now she's dropping these little gold nuggets of like one one sentence or two sentence
47:18
tweets with incredible value in it alone so and she does several of my day
47:23
so i'm just like there she goes again like he's on fire and then also she has a
47:30
youtube channel um where she is doing breakdowns on questions and surveys yeah and you can we can drop
47:38
maybe can we drop the link and everything is kind of through my through my twitter um so you can find me
47:44
there and the link to the survey teardowns as well and my website and all of that fun stuff
47:49
yeah you are i've got it pulled up here so yeah i will make sure we have that in
47:55
the in the thread as well and i hope i didn't take too much of your time i do
48:00
appreciate it i do i do highly recommend hannah for podcast interviews if anybody's
48:06
listening and they're looking for somebody uh i know she's wanting to do some of that and uh would be uh i i hope jason was able to
48:14
book you on on his podcast so yeah yeah sounds fun all right well appreciate you uh joining
48:22
us and uh i'm gonna call today all right thanks guys bye
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