Here is what to expect
The steps are designed to be flexible, serving as a strategic guide rather than a rigid checklist. This flexibility allows us to prioritize, adjust, or exclude elements based on the specific needs of your project.
Kickoff - Understanding your business
We begin with an open discussion to align on business goals, ideal customers, and key research questions—what to focus on and what insights to uncover. This ensures the research directly addresses your priorities, whether exploring new features, products, or markets.
Experience your business firsthand
Through a ride-along day with your team, I gain direct insights into customer interactions and pain points. Beyond observation, I conduct one-on-one interviews with key stakeholders—product managers, customer support, sales, and leadership—to uncover diverse perspectives, business goals, and internal challenges.
Ride-along & Stakeholder interviews
Recruit the right participants
We'll work together to identify and recruit the ideal participants for the research. By leveraging a diverse panel or collaborating with your team, we ensure the recruitment of engaged participants, leading to relevant and actionable insights.
Interviews - Listen closely
We’ll conduct one-on-one interviews with your target users to understand their core motivations and desired outcomes. Additionally, we’ll observe them in their natural environment through field observations to see how they interact with products and identify any frustrations or unmet needs.
Competitive & market analysis
I’ll conduct a thorough analysis of your competitors and the broader market landscape. This includes evaluating existing offerings, identifying emerging trends, and understanding how your product fits within the market. These insights help pinpoint opportunities and inform strategic decisions.
Your project deliverables will vary based on your needs and may include:
A strategic roadmap highlighting growth and innovation opportunities.
User personas detailing target segments, behaviors, and needs.
Insights on market gaps and unmet needs your product can address.
Innovation opportunities to create impactful solutions.
Actionable Jobs-to-be-done (JTBD) insights, product frameworks, and growth recommendations.
Journey mapping insights, pain point analysis, and an experience enhancement roadmap.
Usability insights, data-backed recommendations, and product improvement strategies.
Synthesize & deliverables:
Surveys - Quantifying insights at scale
I supplement interviews with surveys to quantify insights at scale, identifying the most prevalent customer needs to inform prioritization. These surveys are designed based on interview findings and distributed to a large, representative sample of at least 400 responses from your target segments to ensure statistical significance.