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

How to implement tracking

Broken tracking means flying blind. Proper implementation shows exactly which traffic converts, which campaigns deliver ROI, and where to double down. Measurement makes optimisation possible.

See playbook
How to implement tracking
Playbook

How to set up marketing automation

Manual lead management breaks at scale. Automation captures every lead, scores them by intent, and keeps them warm until they're ready to buy all whilst you sleep.

See playbook
How to set up marketing automation
Playbook

How to set up proposals and quotes

Proposals sent via email disappear into inboxes. You don't know if they've been opened, which sections were read, or whether pricing scared them off. Proposal software tracks engagement, automates generation from CRM data, and shows exactly where prospects get stuck so you can follow up intelligently.

See playbook
How to set up proposals and quotes
Playbook

B2B website foundations

Most B2B websites confuse visitors instead of guiding them. Clear structure helps buyers self-educate, compare solutions, and decide to engage. Build pages that answer questions, establish credibility, and make taking the next step obvious.

See playbook
B2B website foundations
Playbook

Experimentation

Random experiments waste time and budget. A structured framework ensures every test teaches you something, even when it fails. Decide what to test, design experiments properly, analyse results accurately, and share learnings so the whole team gets smarter.

See playbook
Experimentation
Playbook

Outreach automation

Create an outreach strategy that defines who to target. Configure domains and infrastructure properly. Build targeted lead lists. Write emails that sound human. Design multi-touch sequences.

See playbook
Outreach automation
Further reading

More about

Customer research