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Writer's pictureAilane Joy Ferrer

How to Survey Clients and Customers to Understand Their Needs

Updated: 3 days ago


How to Survey Clients and Customers to Understand Their Needs

It was ‘Wizard of Ads’ author Roy H. Williams who once said, “The first step in exceeding your customer’s expectations is to know those expectations.” This is a universal truth for marketers, business owners, and anyone in between. The reality is simple: you can’t meet your customers’ needs if you don’t know what they are. Understanding your clients and customers is essential for delivering the goods, and one of the most effective ways to enhance that understanding is by asking them directly.


Think About What You Want to Learn


Before you even start crafting that survey, take a moment to think critically about what you actually want to know. Defining your objectives is crucial; it’s like drawing the blueprint before you start building. Ask yourself: Do you want to gauge customer satisfaction with your latest product? Or perhaps you’re curious about their pain points? These questions will guide you in shaping your survey to yield the best insights.


Consider the Method of Contact


Gone are the days when traditional market research ruled the roost. Sure, focus groups and interviews had their time in the sun, but they can be a drain on your time and resources. Surveys are where it’s at—efficient, scalable, and cost-effective.


Online SurveysWant to know what your customers really think? Use online tools like SurveyMonkey or Hotjar. Not only can you send polls via email, but you can also embed surveys right on your website. This lets you gather insights in real time, especially when it’s crucial to understand customer behavior at the point of conversion.


Old-School TouchDon’t overlook the power of the telephone or even SMS. While cold-calling is largely viewed as a dinosaur, sending an SMS for feedback can be surprisingly effective. If customers have opted in to receive marketing texts, a simple “Hey, can we get your feedback?” can go a long way.


Offline MethodsLet’s not forget about the offline options! A comment box in your store or feedback cards handed out with receipts can yield valuable insights. Offering incentives like discounts can encourage customers to share their thoughts without feeling like it’s a chore.


The Benefits of Regular Surveys—But Not Too Regular


Surveys shouldn’t be a one-and-done deal. Establishing a rhythm of feedback, whether monthly or quarterly, helps you stay tuned into your customers’ evolving needs. Just don’t go overboard—pestering them weekly will likely push them straight to the spam folder.


Compose Your Questions Carefully


When you finally sit down to draft your questions, remember to balance quantitative and qualitative data. While numbers are essential for understanding trends, the real gems often lie in the feelings and thoughts your customers share. And keep your survey concise! Research shows that the ideal survey length is around 10 minutes, with a maximum of 20.


Utilize Survey Data Beyond the Basics


Surveys can do more than just gather data; they can drive your brand forward. Use the insights to optimize your marketing strategy or even strengthen internal communication within your team. HubSpot suggests that a well-timed survey can also help mitigate bad reviews by addressing customer issues before they take to the internet to vent.


Learning, Not Drastic Change


If your survey reveals some less-than-stellar feedback, don’t panic! Use it as an opportunity to learn and evolve. Adjust your strategies based on these insights, but don’t feel compelled to overhaul everything overnight. Keep track of responses over time to see how well your adjustments are resonating.


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