The Secret to Finding True Customer Insight

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“I guess we just made a big mistake,” Jonah said.

He looked directly at me for a moment and then downward at his wrinkled hands collecting his thoughts as the sun was setting, casting long shadows across the kitchen table.

His wife reached out and laid her hands protectively on his while Jonah looked me directly in the eye.  They both had something to say. The retired couple were visibly upset but were doing their best to keep their composure.

“We are of modest means,” he started.

As he began his tale I could see tears swelling in his partner’s eyes. Jonah was sitting broomstick straight stoic, his bubbling rage barely constrained behind his dark blue eyes. She sat silent, interjecting on occasion. They both had a message to send. I was to be their messenger. I was there to be their confessor and offer, perhaps, some small degree of absolution.

In this in-home interview, we weren’t talking about a loved one lost. We weren’t talking about a swindled retirement savings or some form of nefarious flim-flam that convinced Jonah and his wife to buy brackish real estate in Florida. We were discussing an automotive purchase, about which they now had very serious misgivings.

“We just believed in them…we feel so betrayed….” she said.

This was very real for them, and in their presence I felt their worry. I experienced their remorse. I felt their pain. I walked away from the interview moved, a bit sad and much wiser. What survey could have captured this?

An undergraduate professor I once had related how he couldn’t conduct surveys because he thought them impersonal and even insulting to participants. He judged them, on the whole, disrespectful and indignant. At the time I dismissed him as being an overly sensitive neo-hippy lacking monetary drive who should just go back to his yurt and carve a new bong out of reclaimed barn wood.

I have recently started to rethink my judgment of the good professor’s position.

Much of the research industry has long viewed the respondent as a commoditized, and largely free, raw ingredient in which to make insight sausages. The ideas being we could just zap enough people in a panel to fill our quotas and off we go. A filled quota is a filled quota after all.

As much as the thought of the mechanization of queuing people to answer your inquiries is appealing, I would encourage you to think about who exactly are taking these long boring surveys.

I have become deeply suspicious of some panels that prod their herds to complete some really poorly constructed “self service” surveys through incentives. Flat-liners, speeders, repeaters, and plain old cheaters are prevalent. There are even software programs that will cheat for you that are available for purchase. A.I. is let lose upon the untended yearning fields of uncompleted questionnaires to do what humans are loathe to do.

As a Professor at the University of Arkansas, I asked my students to describe what taking survey was like using only one word.

“Annoying” “boring” and “pointless” led the list.

In designing surveys, I encourage those same students to ask themselves “would I fill this out”? If not, you should think about a redesign…or different approach completely.

Surveys have their place. I don’t think they are going anywhere soon, but we should become much better at choosing our audiences and creating better and engaging designs.

Good data comes at a price. That price is investing the time to really care about what people have to say and listening in ways that they want to communicate. To not view them as the raw grist for the insight mill to process.

Every day millions of posts are made on Facebook, LinkedIn, and Twitter. Much of this communication is the expression opinions about people, product, places, and things. Why do people share these things? Because they are provided a forum in which they feel heard. A forum, in which some small way, their voices matter. This empowers people.

So let’s not dump surveys altogether, but become more attuned to the people you are talking to. They are real people with real problems, fears, and dreams. Be with them as a partner and confident, not as some indifferent corporate scientist.

The key to gaining great insight can be found in respectful and careful listening. It is about engaging in deliberate empathy. This is where real insight is uncovered; the ability to see the world from the viewpoint of the people you are interested in understanding.

You will get so much more from this approach even in smaller sample sizes than some sterile panel survey that goes out to god knows who or what. Keep it real. Keep it human.

The fundamentals of consumer research are sound. Companies are still very interested in what their customers have to say. Customers are very interested in sharing their opinions and experiences.

The trick is to listen to your customers in a way they want to be heard. Let them know you care. Be their messenger. Respect them. And if possible, be their advocate.

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