Delighting customers in unexpected ways is the key to inspiring positive word of mouth. Some brands are supplanting their traditional loyalty programs with empowered employee models designed to deliver customer delight. We investigated the transactional elements of market research to look for strategic impact: What would delighted participants mean to the industry? Could such an approach impact data quality?
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What Would Delighted Participants Mean to the Research Industry?
1. What Would Delighted Participants
Mean to the Research Industry?
February 24, 2016
Research ● Guiding Decisions ● Driving Results
Stephenie Gordon
@strephking
Mary Aviles
@connect4insight
Sandra Bauman
@baumanresearch
Jill Donahue
@JillEDonahue
4. 4
Delight inspires Loyalty, Positive Word of Mouth
95% of internet users in Canada
had better perceptions of a
brand after receiving a “surprise
and delight” reward.
eMarketer, January 22, 2016
A majority said they
went on to share their
positive feelings with
friends and family.
eMarketer, January 22, 2016
82%
82%
82%
82%
86%
86%
90%
5. 5
Members of the the MR Supply Chain share a
common goal
IMPACT
Corporate Researcher Client
Agency
Representatives
Insight Consultants/
Market Research Suppliers
Data Collectors
Participants/
Respondents
6. 6
7-day digital in August 2015
2 focus groups in New Jersey, August 31
Bauman moderated &
provided project management
PROJECT DESIGN
SAMPLE
Schlesinger provided recruitment
and donated facility time, n = 13
FocusVision donated Revelation
platform usage, n = 17
8. 8
Service Attributes Inspire These Feelings
“She trusted me. I was more
than a number.”
Validation, Relief
“He took the time and shared from his
own personal experiences.”
Value, Importance
“The way he presented himself, ‘Good
evening, sir.’”
Respect
“I was expecting a war and she just
took care of it.”
Victory, Accomplishment, Winning
“She remembered me even a couple of
days later.”
Authenticity, Uniqueness
“They were fair.” Surprise, Satisfaction
9. 9
Respondent Journey
Email with link
to pre-screener
Complete
pre-screener
Screened in
Follow up
screener call
Selection/
confirmation
email
Confirmation/
rescreen call
day before
Arrival and additional
rescreening at facility
Early bird drawing
(sometimes)
Wait in
lobby
Participate
in group
Walk out
(& collect incentive)
Post group chat
in the parking lot
(sometimes)
10. 10
Respondent Journey
Hopeful, curious,
anxious
Hopeful, curious, anxious
(Will I be selected?)
Disappointed
Hopeful, curious, anxious
(Will I be selected?
What did I answer last time?)
Annoyed by repeat questions;
feeling distrusted, like someone's
trying to trick them
Skepticism as to
if it's rigged
Satisfied, still curious
Residual engagement &
continued collaboration
Engaged, impactful,
involved, entertained,
informed, collaborative.
Sometimes annoyed
with activities or topic
Curious, anxious
(Will I say something stupid?)
Unclear about facility staff
vs. moderator roles
11. 11
But quant can be:
• Lack of “humanity”
• Impersonal
But quant can be:
• Lonely
• Isolating
• Impersonal
But quant can be:
• No immediate gratification
• Not sure I’m contributing
RESPONDENTS
In quantitative research, delivering respondent “delight” can be more challenging.
Which results in a sense
of…
• Satisfaction at the end
that they did their part,
have imparted their unique
perspective
They are looking for an
EXPERIENCE that is…
• Collaborative, gratifying
• Fun, entertaining
• Learn new information
Respondents want
to FEEL…
• Like they have an impact
• Like their opinion matters
• That they have insider
information
“Sometimes I’m confused.
I know what my answer is,
but I’m not sure what to
check based on the way
it’s worded.”
“Once you put in your
answer, then you
will be able to see
everybody else’s.
That’s a little better.”
“Somebody actually reads
my answers? Or is the
computer going to
tabulate…Nobody really
reads anything, right?”
12. 12
Engaged respondents have a better quant
experience
Source: SurveyMonkey News Survey, n=18,666
Reason Why Originally Signed Up to Take
Surveys on SurveyMonkey Contribute
Preferred Frequency of Email Invitations
for Surveys by SurveyMonkey Contribute
Quality of Surveys Taken as Part of
SurveyMonkey Contribute
16%
24%
36%
15%
9%
Interested in
sweepstakes
drawings
Like having my
opinion heard
Enjoy taking
surveys
Curious about
SurveyMonkey
Contribute
Other
30%
64%
6%
More
often
Amount is
about right
Less
often
24%
42%
31%
3% 1%
Very high quality
Somewhat high quality
Average quality
Somewhat low quality
Very low quality
66%
13. 13
Respondent Persona
Experience Goal Courtesy, efficiency, transparency & collaboration
What
goals?
What
attitude?
Working mother of three
grown children. Divorced, but
remarried. New grandmother
who just returned from the
birth of her first grand baby,
a girl, in North Carolina. Mid
60s. Huge Rachel Ray fan.
Cooks in her free time and
runs an eBay business selling
collectibles.
• Feels she has a unique perspective & wants to share it
• Wants to feel involved, make an impact and be paid to do so
• Wants to leave the research experience feeling
satisfied that she's imparted her knowledge
• Likes having insider information on products/services that are not on
the market yet
• Likes to see the results of her collaboration, instant gratification
• Hopes to learn something new either from the topic
or fellow respondents
• She'd like some additional transparency in the market research
process/players
• She gets annoyed when she feels like her time is being wasted or
not valued
• She's not likely to complain about a bad service experience, but she
will rave about a great one
So What
Takeaway?
“In here, your
opinion matters.”
WANTS HER VOICE HEARD
This persona wants to be heard, that their INDIVIDUAL
contribution made some kind of an impact
Danielle Simmerman
15. 15
“An Insight Consultant is someone
who not only can design a study,
but also help me interrupt the
results. For that I will pay more
because, like L'Oreal, you are worth
it. In short, if you understand the
customer, their business and their
problems and your sole purpose in
life is to make their business—
smarter, better, faster—you are a
value partner.” (CRC)
“Certainly the term ‘Insight’ has
been replacing ‘Research.’ I do not
like it. Insights are rare and tend to
be breakthrough. I am not sure
that using ‘Insight’ graduates
someone because I know too many
clowns using the word.” (CRC)
16. 16
How do researchers define DELIGHT?
“I appreciate the
camaraderie.”
(IC)
“Different/unique
perspective”
(CRC)
“Two heads are
better than one”
(CRC)
“Power of a team”
(IC)
“Complimentary
expertise”
(CRC)
“Open to new ideas”
(IC)
“Healthy discussion that
improves the project”
(CRC)
“Encourages me to
bring new thinking”
(IC)
“Push each
other’s thinking”
(CRC)
“Advocates for each
other’s work”
(CRC)
17. 17
How do researchers define DELIGHT?
“You’ve got my back
and I’ve got yours.”
(CRC)
“You will always be my
‘go to’ for market research
because I know I can count
on you.” (CRC)
“You trust me implicitly.”
(IC)
18. 18
How does a CRC/IC/Agency define DELIGHT?
“Knows what the
project means to me
professionally.”
(CRC)
“I felt smarter
at the end.”
(CRC)
“Makes me look good.”
(CRC)
“Makes me more
confident in my
recommendations.”
(CRC)
“You brought the
results to life with
your storytelling.”
(CRC)
19. 19
Corporate Researcher Persona
Experience Goal Answer the research question(s) with confidence
What
goals?
What
attitude?
Seasoned professional with 30
years of research experience.
Started out his research career
on the supplier side, but
transitioned to client side eight
years ago. Works in financial
services. Married 18 years to a
compliance officer. 3 kids. Two
in college and the last one, his
baby girl, in high school. Active
in his free time, likes to kayak
and ice fish. Huge Green Bay
Packers fan.
• Wants to answer the research question on time and on budget
• Wants the results of the project to garner attention within his
organization, prompting more research projects
• Loves when an outside source, like a financial analyst or media outlet
cited his research
• Wants inroads into other internal clients he's not worked with before
• Seeks to discover something new or unexpected
• Longs to see evidence that the findings were acted upon
• Picks research partners who collaborate thoughtfully, who encourage
new thinking
• Thinks that happy respondents are more engaged and thus
supplier deeper insights
• Risks his professional reputation every time he signs on a supplier
• Believes the best relationships are founded on trust in each other
to do their best work
So What
Takeaway?
“I want to feel
smarter at the end”
This persona wants professional proof that their work
has made an impact on their business
Leo Marley
FOCUSED ON THE OUTCOME
20. 20
Insight Consultant Persona
Experience Goal Make their client look good, acquire new knowledge
What
goals?
What
attitude?
Market researcher with 25 years in the
industry. Spent all but the last three as a
consultant, joined an agency 3 years ago.
Experienced in both qualitative and
quantitative methodologies. A skilled
moderator, she can put anyone at ease.
She's a combination of business sense,
know how and intellect. Married, no
children. Loyal Netflix binger, avid reader,
loves biographies and non-fiction. Hates
grocery shopping.
• Wants her clients to be so happy that they ask her do more
work for them
• Loves when someone she's never heard of inquires based
on what they'd heard/seen of her work
• Likes to see the immediate research phase move
seamlessly into the next phase
• Likes seeing the results of her work out in the world (e.g.,
on the grocery store shelf)
• Is delighted when she hears the CEO rattle off verbatims or
refer to a respondent by name months after the research
concludes
• Wants to use her expertise and be valued for pushing the
thinking
• Loves being part of a productive team
• Wants to feel trusted, not micromanaged
So What
Takeaway?
“We are a feedback loop for
people to give input to
companies that affect their lives.”
This persona wants repeat business and
word-of-mouth referrals
Lillian Mars
SEEKING TO UNDERSTAND WHY
22. 22
So, how do you apply
enlightened hospitality
to the research process,
in order to influence
customer delight?
1
23. 23
“People will forget what you said,
people will forget what you did,
but people will never forget how
you made them feel.”
- Maya Angelou
QUALITATIVE:
• Fewer screener steps
• Clearer communication
• Explain/acknowledge repetition
• Clearly label staff & guest roles
• Train staff & moderators on hand offs
• More productive wait time
• Immediate & longer term follow up
• “Meet the researcher”
QUANTITATIVE:
• Response categories & lexicon
• Collaboration (w/moderator & each other)
• Visually interesting/engaging
• Open end conclusion
• Opt in follow up (reciprocate their
investment)
24. 24
Crowdsourcing
Embed (iM)pact one-on-ones
into a survey to immediately
chat with a respondent
Engaging respondents through collaboration in
quantitative
Embed the ability to
record video responses
into survey open ends
25. 25
“We have to be friends
before we can date.”
- Edwin Roman, ESPN
CORPORATE RESEARCHERS:
• Identify the skill gaps you’re trying to fill
• Be transparent about expectations and
timelines
• Be open to PURPOSEFUL new methodologies
and technologies (shared risk)
• Take a stake in participant engagement
• Reach out with follow on requests
• Provide candid feedback (proposals &
results)
• Share the love
INSIGHT CONSULTANTS:
• Use proposal to educate/expose
• Develop and share resources
• Provide mini-debriefs (asynchronous)
• Deliver results for consumption, sharing
• Continue to be a resource, even after results
• Show you’re invested long after result
(share valuable material when you see it,
progress check in)
26. 26
Speak to the motivations of each group for success
LEARNING
EXPERTISE
IMPACT
Corporate Researcher Client
Agency
Representatives
Insight Consultants/
Market Research Suppliers
Data Collectors
Participants/
Respondents
27. 27
So What?
Improved data quality?
Greater participation?
Stronger partnerships?
Engaged respondents?
LOYALTY
28. 28
Thank You
A very special thank you to all our CRC, IC and Agency
participants who were very industrious for the small
payoff, Starbuck’s card…it really does take a village!
Enlightened Hospitality = Cause -> Customer Delight = Effect
New York City Restaurateur Danny Meyer coined the term “enlightened hospitality” in his best-selling book “Setting the Table” which chronicles his adventures of starting his first restaurant at 27 years old to building his empire of 11 ultra-successful culinary establishments
- Best known: Gramercy Tavern, Union St. Café, Shake Shack
During his journey, Meyer refined his recipe for delivering this “hospitality” with the end goal of delighting the customer.
Interestingly, he actually says the customer comes second…not intuitive perhaps, but he says the secret is your focus on employees first. Get them to concentrate on pleasing each other and give them the discretion to give customers free extras and use positive listening to thoroughly delight them so they rave about your...SANDRA NOTES
He details how it’s often the “little things” that can add up to big differences in how a customer experiences a product or service.
Meyer posits that this “hospitality” applies to ANY business transaction -- not just restaurants. In the end, for any product or service, nothing matters more than how you make someone FEEL. This was our inspiration for this study.
Stephenie is our resident expert on all things Meyer…
Inspired by the Danny Meyer model, we set out to discover what does customer experience look like in the market research process and we found that we all have the same goal
To get at this we did 2 things
1) transference
2) We asked them what is that in a research project? Ideally, what is that?
3) Mapped out their journey, what is and is not contributing to those endpoints
Lifetime Fitness (back dated)
Garden Friends (brought kids to car)
Disney (spent time with us, treated us equally)
EZ Pass (no hassle refund, billing issue)
The verbatims reflect delightedness over attributes in the customer service experience that inspired these desired feelings.
We mapped out the respondent journey to uncover what was and was not contributing to delight.
We stop thinking about the respondent long before they stop thinking about us.
They have an investment in the outcome and they would like to have that acknowledged.
We need to remove the anxiety and annoyance and look to reduce some disappointment
We can see points in the journey that are possible roadblocks from a respondent point of view
How you know your respondent is delighted? TOP 3 LIST
Emotional conversation overcomes rational conversation.
The participant is anxious for the product/service to hit the market, wants to be contacted as soon as it does (Proof of a successful screen/group).
Researcher receives positive feedback from participants (a hug, comments about how fun/interesting the study was, conversation continues into the hallway).
Focus on attitude section.
Explain that persona is a tool that you use with an application-specific goal in mind—in this case—respondent experience
If, instead, you were trying to revise your website or your plant tour, your GOAL would be different
Here, we are looking for Little Thing opportunities (the Little Things that you DO mean more than the Big Things that you SAY)…not seismic changes, but tweaks to the process that can have significant experience impact
Now that we’ve covered the respondent persona…the other part of this project was to discover what researchers want to feel during the MR process.
Ancillary finding: there are two camps on what’s an insight:
1) a breakthrough or a dramatic departure in the way of thinking
2) anything that moves the business forward
We think that insight is in the eye of the beholder. If you walk the talk, you are in a better position to use the term.
TC is about the relationship
OM is about the attitude
= the opportunity for insight, some of which could be breakthrough
We used a series of activities to get after this: Letterman’s Top 5 List: You know you’ve experienced DELIGHT when…Write a love letter to your research partner...record a selfie telling a story about a delighted or dissappointed MRX experience
Just as we did with respondents, we brought it back to attributes that comprise delight
At the most basic level, we categorized those attributes as necessary for “thoughtful collaboration”
These foundational attributes lay the critical groundwork of trust
TC is about the relationship
An attitude of OM results once TC has been established
And, there’s an added bonus when you like each other as people:
“I appreciate the camaraderie” (IC)
We sometimes go out and grab lunch and talk about our families and hobbies…non-work stuff. We enjoy each other as people.” (IC)
So, if you have a relationship of TC
And, an OM attitude
= the opportunity for insight, some of which could be breakthrough…the MRX Holy Grail
Now, let’s listen to you explaining it in your own words…PLAY VIDEO
Focus on attitude section
Corporate researchers want (borrowing from VerstaResearch’s summary of our study):
Results that get attention b/c this helps them “build inroads to other groups and business clients, which builds demand for new projects, enhances their value, and opens up new opportunities.”
To feel smarter at the end, while knowing “that their input and expertise made it happen.”
From suppliers who want to help them grow—working alongside these suppliers “enhances their professional expertise,” but these are partners who recognize the personal and professional risk that comes with these types of agreements
Focus on attitude section
So you see, we all want the same things, but with slightly different motivations
We’re together up to a certain point, but then…the CRC goes forward longer before they go off to one side
When we roll off we need to be sensitive to that
The data collector, too, rolls off before the IC and CRC…what can they be doing to continue to add value (participant follow up, share suggestions for how to make a similar project better in the future, consultative in the tactical execution)
We need to stay tuned in…be a continued resource w/o having a project…I’m still thinking about you long after your project, I still care about your success long after I’ve been paid.
parting on good terms. Want to acknowledge the sense of accomplishment
Enlightened Hospitality = Cause -> Customer Delight = Effect
Steph does the qual part
Sandra, move to next slide to reference the Quant part
Quantitative:
Response categories & lexicon
Collaboration (w/moderator & each other)
Visually interesting/engaging
Open end conclusion
Opt in follow up (reciprocate their investment)
Ours is a relationship business. DELIGHT is obtained via a serious of small, but deliberate acts.
How can you retool your experience to improve your customer’s delight?
When we roll off at that fork in the road, we need to be sensitive to the fact that you are still soldering on—sometimes for a long while
I need to show you that I still care about your success
Trust is earned. Over time. Based on past experience.
It requires that all parties take risks.
All parties must do what they say they’re going to do.
Complimentary skills are necessary (you complete each other).
Give it some wings so it can come back to you.
Keep in touch. (Don’t lose my number.)
Make decisions for the good of the many (versus the good of the few).
Research is about learning, and all three groups want to grow their knowledge and be smarter at the end
Research is about applying expertise, and all three groups have contributions to make and want their expertise valued
Research is about making a difference and all three groups want proof that their efforts have an impact
Improved data quality?
Greater participation?
Elevated perception of the profession?
Increased panel participation?
Others?