Goal
Conduct in-depth interviews with customers to understand their behaviors, challenges and why they buy your product/services
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SOP-160
How to conduct customer interviews
Conduct in-depth interviews with customers to understand their behaviours, challenges, and why they buy from you
Type
SOPs · PDF
Execution time
10 - 30 Mins
Last updated
28 March 2024
Who does this
Marketing Manager, marketing consultant, or any person responsible for marketing strategy for your business
Length
9 pages
Comes with
How to sell complex products with AI
Ideal outcome
Gather all the crucial information about your customers in a Google Doc
Why it matters
Conducting customer interviews allows you to speak to the people who actually buy your product. It's a great way to find out what their biggest problems are and how you can solve them
Key steps 10 steps
What is inside 14 headings
1 Draft an outreach email for your customer list
2 Create a Calendly link 5
- Sign in to your Calendly account. If you don’t have an account, sign up on the home page.
- Click “+ New Event Type”
- Create a one-on-one event
- Edit the event details
- Set the time, date and duration of when the customers can schedule a meeting with you.
3 Schedule the customer interviews 2
- Create a one-off email in your customer relationship management (CRM) platform of choice and schedule the outreach email.
- Schedule a reminder email (use this follow-up email template - web version) to follow up and increase the booking rate for your meeting.
4 Conducting the Interview 3
- Prepare yourself (use this customer interview script - web version) 5-10 minutes prior to the meeting. Go over the questions you’re going to ask the customer.
- Create a new Google doc and rename it to your customer name.
- While you’re interviewing. Jot down the answers in the Google doc.
The document 9 pages
The file is locked
It comes with How to sell complex products with AI, or with the full library.
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