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21Chapter 2: All About Customers

Method        Purpose             Advantages            Challenges

Observation   Document actual     Anonymous.            Can be difficult to
              buyer behavior      Immediate findings.   interpret findings.
                                  Relatively easy       Can be difficult to
                                  to implement.         target which behav-
                                                        iors to monitor. Can be
                                                        expensive.

Documentation Study factual       Readily available.    Time-consuming.
                                  Not disruptive to     May be incomplete.
review        history of clients  operations. Not       Research is limited
                                  subject to interpre-  to previously
              and transactions    tation.               collected data.

Focus groups  Learn about and Convey information        Requires expert
                                                        facilitation. Requires
              compare customer to customers.            advance scheduling.
                                                        Difficult to analyze
              experiences and Collect customer          findings.

              reactions           impressions.

When to call in the pros

Doing it yourself doesn’t mean doing it all on your own. Here are places
where an investment in professional advice pays off:

  ߜ Questionnaires: Figure out what you want to learn and create a list of
      questions. Retain a trained marketer or market researcher to review the
      wording, sequence, and format for you. Then have a member of your
      staff or a freelance designer prepare the handout or mailer so that it
      makes a good visual impression on your business’s behalf. Include a
      letter or introductory paragraph explaining why you’re conducting
      research and presenting your business as a strong, forward-thinking
      organization that cares about its customers’ opinions and experiences.

  ߜ Phone or in-person surveys: Employ an outside group to do the ques-
      tioning on your behalf. When you ask the questions yourself, it’s easy to
      let your biases, preconceptions, and business pressures leak through
      and sway your customers. Posing questions so that they don’t skew the
      results is a real art. Plus, customers are more apt to be candid with third
      parties. (If you need proof, think of all the things people are willing to
      say behind someone’s back that they’d never say to the person’s face.
      The same premise applies in customer research.)

  ߜ Focus groups: If you’re assembling a group of favorite clients to talk casu-
      ally about a new product idea, you’re fine to go it alone. But if you’re
      trying to elicit helpful information from outsiders or if you want to learn
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