Customer research

Turn customer conversations into insights that drive growth decisions

Most customer research produces vague observations that sit in slides nobody reads. Proper research uncovers specific pain points, validates assumptions, and reveals what actually drives buying decisions. Learn to run research that produces actionable insights, not just interesting quotes.

Customer research

Chapters

Chapter
1

How to set customer research goals

Before you start interviews or surveys, get clear on what you actually need to learn to improve your specific growth strategy and decisions.

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Chapter
2

How to run qualitative research

Use heatmaps, recordings, and survey data to uncover friction. Discover confusion and blockers that hurt your conversion rates and user experience.

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Chapter
3

How to recruit research participants

Select the right people to interview, use proven email templates, offer appropriate incentives, and schedule interviews that actually happen on time.

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Chapter
4

How to conduct customer interviews

Customer interviews are the best source of insight if you know how to run them properly. Most marketers don't, so learn the right approach here.

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Chapter
5

How to turn interviews into insights

You've got the interviews so now what? Turn transcripts into clear, actionable insights that actually drive growth decisions and priority changes.

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Chapter
6

How to share research findings

Turn interview notes into a six-slide deck senior leaders will green-light in minutes. Make insights actionable with clear recommendations and next steps.

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Tools

Customer research

tools

Hotjar
Tool

Hotjar

Hotjar captures user behaviour through heatmaps, session recordings, and feedback polls to understand how visitors use your website.

Microsoft Clarity
Tool

Microsoft Clarity

Microsoft Clarity provides free session recordings, heatmaps, and user behaviour analytics without traffic limits or time restrictions.

Loom
Tool

Loom

Screen recording for quick updates and walkthroughs faster than meetings, clearer than text, excellent for async teams and client communication.

Fireflies.ai
Tool

Fireflies.ai

Fireflies.ai transcribes meetings, extracts action items, and syncs notes to CRM with searchable meeting library for team collaboration.

Notion
Tool

Notion

Flexible workspace for docs, wikis, and lightweight databases ideal when you need custom systems without heavy project management overhead.

Books

Customer research

books

Lean Startup
Book summary & review

Lean Startup

Eric Ries

A disciplined approach to experiments. Define hypotheses, design MVPs and learn before you scale.

Lean Analytics
Book summary & review

Lean Analytics

Alistair Croll

Pick the One Metric that Matters for your stage. Build lean dashboards and use data to decide the next best move.

Wiki

Customer research

concepts

Wiki

Jobs to be done

Understand the underlying progress customers try to make by hiring products to uncover motivations that drive purchases beyond surface-level features.

Wiki

Pain point

Identify specific problems customers experience to position solutions around relieving frustrations they're motivated to solve rather than nice-to-have features.

Wiki

Usability testing

Watch real users attempt tasks with your product to identify friction points that analytics alone can't reveal and prioritise improvements that remove blockers.

Wiki

User interview

Conduct structured conversations with customers to uncover problems, motivations, and decision processes that surveys and analytics can't reveal.

Wiki

Voice of customer

Capture exact language customers use to describe problems and solutions to write copy that resonates because it mirrors how your market actually thinks and speaks.

Playbooks

Other playbooks

Playbook

Personal productivity

Plan your week like your marketing budget. Manage tasks with a system you trust. Stay out of inbox traps. Protect deep work time. Run better meetings. Close your week with a firebreak.

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Personal productivity
Playbook

Organic search

Define your organic growth strategy with traffic goals. Build a content production workflow. Create content that educates and converts. Optimise for search engines and AI. Repurpose across channels.

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Organic search
Playbook

Paid advertising

Develop LinkedIn ads strategy that targets decision-makers. Set up campaigns with proper tracking. Learn Google Ads strategy for high-intent keywords. Master creative principles that drive conversions.

See playbook
Paid advertising
Playbook

LinkedIn thought leadership

Optimise your profile so it converts visitors to leads. Warm up your network before posting. Build a content calendar that keeps you ahead. Write posts that drive action. Time publishing to maximise reach.

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LinkedIn thought leadership
Playbook

Strategic planning

Without clear strategy, every tactic feels like a guess. Define who you're for, what problem you solve, and how each touchpoint moves them closer to buying. Turn scattered efforts into a coherent system where marketing, sales, and product pull in the same direction.

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Strategic planning
Playbook

Record digital course

Plan course structure that moves students from problem to solution. Script lessons clearly. Record with simple equipment. Edit efficiently. Package for platforms like Thinkific or Teachable.

See playbook
Record digital course
Further reading

More about

Customer research