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Socialize your Segments to Inspire Action

Posted by Kathy Ofsthun

Wed, Aug 28, 2019

Blog_Ofsthun

My segments are defined, my typing tool is working, and my personas are created … and you’re telling me I’m not done yet?!

Yes, the end of the research is really the beginning of your segmentation. Once you’ve landed on an excellent model and algorithm for defining and distinguishing your new segments, you need everyone to know them!

At CMB, a standard part of our Segmentation program is to workshop with our client’s internal teams to obsess over the persona behind each segment, e.g. understand more deeply what can motivate “Defensive Donna” or how to pin down the “Explorer”. For B2B and B2C segmentations, the process is very similar, though all workshops are customized to account for the uniqueness of your segments and the needs of your stakeholders.

Typically, we plan and facilitate workshops of 2-4 hours, depending on the needs of the participants. The goal of the workshops is always the same: socialize the key insights about each segment, then apply that learning to real business needs.

For one large client, we brought the entire 100+ Marketing staff through an interactive 2-hour workshop (four workshops of 25-30 people each, over two days). After a discussion of the pre-work (there is always a creative homework assignment to inspire participants), the groups were split into diverse functional teams who rotated through stations focused on one segment each. The stations included video that brought the personas to life, infographic-style banners depicting the key elements defining the segment, take away “baseball cards” with key stats and insights, and more.

Once everyone has had the opportunity to immerse themselves in the archetypes for each segment, small group breakouts focus on one segment each. They are tasked with developing messaging for this person, choosing or developing fitting products for them, as well as tackling other business issues. Often, we will look to adjacent industries to examine how they appeal to this target. As appropriate, we may fill backpacks or briefcases with products fitting the persona. We then look across all breakout groups to see how distinct the segments are in vivid detail.

There are myriad exercises that we can and do engage in—from in-person workshops to VR experiences. All of them deepen and hone your understanding of the segments and compel you to apply your learning to critical business issues. Our clients solve for their targeting needs, including and especially for messaging and product development, but also for perfecting pitches for your sales team.

Participants walk away from the workshop with memorable and actionable insights, and as enthusiastic evangelists.

Kathy Ofsthun is CMB's VP of Qualitative Strategy + Innovation.

Topics: qualitative research, market strategy and segmentation

Ellen DeGeneres, The Bachelor, Queer Eye and Qualitative Research

Posted by Kelsey Segaloff

Wed, Sep 26, 2018

on air 2

I watch a lot of television. From dramas to sitcoms to reality shows, I love it all.

And while I watch a range of programs, I’ve noticed parallels between what it takes to be an effective TV personality and a qualitative research moderator.

The art of establishing rapport

Ellen DeGeneres is the queen of establishing rapport. She greets each guest with her warm personality (usually dancing is involved) and alleviates any nerves/discomfort they may be feeling. Her inviting approach helps establish a mutual trust and creates a safe space for her guests.

As a qualitative moderator, it’s also my job to establish rapport with my participants—to create an environment where people feel comfortable sharing.

One of the best ways to put participants at ease in a focus group is by extending an “emotional handshake” to them. Before diving into the session topic, participants are asked a few self-introductory questions (e.g., what’s your name?) followed by a question unrelated to the discussion topic (e.g., what kind of pet do you have?). Once participants have answered some intro questions, the moderator will follow up with a question to complete the emotional handshake.

For example, if participant A says they have a dog, a good moderator might follow up with, “What kind of dog do you have?” By following up, the moderator has shown true interest in what the respondent has to say, thus creating an environment in which participants are more likely to share.

Handling difficult conversations (within time restraints)

Chris Harrison of The Bachelor franchise is another impressive television host. From The Bachelor and The Bachelorette to Bachelor Winter Games and Bachelor in Paradise, Harrison is no stranger to navigating emotional conversations between heartbroken and battered love-struck participants.

Harrison’s moderating prowess really shines through during the live finale episodes at the end of each season. In the live finales, contestants are invited back to recap the season and settle (hopefully) any unresolved disputes between exes and enemies. It’s a tense situation because contestants are often watching (for the first time) emotional footage from the season.

Harrison masterfully navigates tough conversations between contestants by knowing when to dig deeper and when to rein it in—all under the pressure of impending commercial breaks.

As moderators, sometimes we have to dive into sensitive topics with our participants within a certain time constraint. Based on project objectives, we need the judgement to know when to probe further to understand participants’ thoughts/feelings, and when to move along. Like Harrison, we must approach these conversations with empathy to show participants they are truly being heard.

Consulting after the fact

While Karamo Brown of the Emmy-winning show, Queer Eye, is a talented moderator, he’s also an incredible consultant. In the show, Karamo has an honest conversation with participants—listening to their needs and desires—then recommends actionable steps towards achieving their goals.

For example, in the first season, Brown helped a struggling comedian brand himself with new headshots and a formal website. In another episode, Brown supported a transgender man while he acquired a new driver’s license with the proper gender listed. In each case, Brown listened to their struggle—for the comedian, it was lack of confidence, for the transgender man, it was misrepresentation of his identity—and built a roadmap to overcome these obstacles.

We too are consultants in market research. We go into a discussion with questions to understand the thoughts, feelings, opinions, and attitudes of our participants. We listen intently and extract meaningful responses, then use that information to make informed, actionable recommendations to clients.

I never thought I could connect my love of television to my work as a qualitative researcher. But the more people I see on TV effectively navigating dynamic (and sometimes tough) conversations, the more inspiration I draw as I continue to hone my own moderating skills.

Kelsey Segaloff is a Moderator who is currently binge watching Agents of S.H.I.E.L.D., Bachelor in Paradise, Castle Rock, and Magic for Humans simultaneously.

Topics: qualitative research

5 Questions with Qualitative Moderator Eileen Sullivan

Posted by Savannah House

Wed, May 16, 2018

Meet Eileen_new_cropped

I recently sat down with Eileen Sullivan, CMB's newest Qualitative Moderator, to learn more about her experience, perspective on storytelling, and what she's most excited about in the world of qual.

SH: Tell me a little bit about your experience, what drew you to qualitative research?

ES: It wasn’t until my junior year of undergrad, when I studied abroad in Vietnam, that I discovered anthropology. The study of culture–and all the implicit and explicit ways it shapes human experience–was a perspective that immediately resonated with me. After school, I worked for some years as a buyer in the retail space, but ultimately returned to pursue my MA in medical anthropology, researching health outcomes associated with marketing “beauty” to women. A career in consumer insights became a natural extension of those interests. I feel quite lucky to spend my time digging into this dynamic space where psychology and culture meet to shape the way we live, how we think, and what we buy. Before I came to CMB, I was with LRW and later Basis LA, working with clients such as Chase, Estée Lauder, Facebook, Hulu, LEGO, and Whirlpool, among others.

SH: What qual tools and methods are you excited about right now?

ES: While qualitative has always been iterative to a degree–the ability to throw out a guide or revamp stimuli on the fly–we’re now making great strides to scope research that is agile from the outset. It’s exciting to execute studies that put consumer feedback at the center of research design–first identifying the problem and its root cause, and then hypothesizing solutions. Within this framework, there are some great digital tools that enable researchers to look over a consumer’s shoulder, fascinating AI tools that offer the potential for scalable qual, and innovative forms of “traditional” qualitative as well, like agile co-creation and ideation sessions. There’s been a lot of focus in our industry on “breaking down the glass” – putting clients face-to-face with their consumers. It’s critical for not only engaging our research clients, but their internal stakeholders as well. The reality is that great research is useless if no one uses it, but I think an agile research framework makes the process more inclusive and collaborative, and ultimately delivers greater benefit to both client and consumer.

SH: From your perspective, what makes a successful moderator?

ES: Moderators have different styles and traits that make them great, but for me, the two most important characteristics are a willingness and openness to connect, and an unquenchable thirst to know. “Respondents” are more than the sum of their responses–they are people, having good days and bad, but still showing up to give their time and thoughts. It’s very important to me to hold some space, to recognize and appreciate each participant before we even get in front of the glass. And as for curiosity, well, you stop living when you stop learning. Striving for deeper understanding, and asking questions – to me, that’s what it’s all about!

SH: How critical is storytelling?

ES: Humans are “storytelling animals.” Narrative shapes how we perceive and make sense of our world: from our macro worldview, to the personal brand stories we share, to the little stories we tell ourselves. As a moderator, it’s important to dig into participants’ stories – to unpack them and sometimes question them because insights don’t always neatly come through in answers to questions. If you think of all the ways communication extends beyond language (i.e., emphasis, volume, body language, pause), you realize the “story” is usually much broader than just what’s said. And storytelling is every bit as critical on the backend. For research to have meaning within an organization, it must find an audience – and that audience must care. Has anyone ever cared about a book or a movie, when the story just wasn’t that good? I think that’s an important responsibility that we researchers have – to bring our findings to life, to transform our participants’ needs and wants, pain points and delights, from data points to narratives. We must deliver insights that captivate our clients’ audience, with actionable recommendations to drive impact for their business.

SH: What resources help you stay connected to the latest industry thinking?

Information and inspiration can come from a lot of different sources. For instance, a friend turned me onto design thinking. I just finished Change by Design, and Sprint is next up on the recommended reading list she shared. I’m always tracking what’s going on in my professional network, and try to stay abreast of Quirk’s periodicals as well as Greenbook’s announcements/blog. WIRe and QRCA also sponsor some great events.

Topics: our people, qualitative research, storytelling, agile research

Agile Innovation Begins and Ends with the Customer

Posted by Kathy Ofsthun

Tue, May 01, 2018

collaborating-2

It’s a daunting reality for today’s executives: consumers can provide feedback with the tap of a finger. Just ask United Airlines about the havoc social media can wreak. On the flip side, this empowerment is also a tremendous opportunity for innovators.

I believe we’re lucky to be innovating at a time when it’s so easy for customers to give us their ideas and feedback. Collaborating with customers at the front end of innovation is critical to building truly customer-centric products and services, making the most of your innovation dollars, and mitigating the risk of a public backlash or loss of brand trust and equity.

What starts at the front end can move through an agile process of ideation and development, one that integrates the customer through roll-out, communications, measurement and optimization.

At CMB, we help clients innovate through a Design Thinking framework—including the customer in all phases: Empathize/Define/Ideate/Prototype/Test. As Jeff Immelt, former Chairman and CEO of General Electric, urged the crowd of engineers and designers at last week’s Front End of Innovation Conference (FEI), it’s critical to “accelerate customers through the business model”.

As CMB’s VP of Strategy + Innovation, it was gratifying to hear that at FEI, “customer” wasn’t just a buzzword. In fact, there was an entire track devoted to “Customer Driven Innovation.”  In another keynote address, Dr. Peter Koen of the Stevens Institute of Technology, lectured on the incremental innovation that often comes from internal-only ideation—disruptive innovation comes from users, not corporations.” Consistent with that, manufacturing giant 3M has found its user-generated products are eight times more profitable than products generated internally.

Here’s how we incorporate Agile and Design Thinking to include customers at every phase:

  • Empathize: As you obsess your target, research and share all you know about them.
  • Define: A clear understanding of your target and their needs will help to inform a clear definition of the problem that needs solving. It answers, “What are the ‘jobs to be done’?” At least three presentations at FEI quoted Albert Einstein: If I had an hour to solve a problem, I’d spend 55 minutes thinking about the problem and 5 minutes thinking about solutions.”
  • Ideate: You might not find inspiration inside the halls of your office. Instead, we take you and your customers into a creative space for an engaging and collaborative workshop that utilizes System I and System II thinking. We diverge and converge to elicit dozens of new ideas, then narrow the list and envision the path forward.
  • Prototype: This begins during the ideation workshops. We use an illustrator at your workshop who can visually record the day’s conversation and progress—sketching the ideas that teams have brainstormed.
  • Test: Test qualitatively as you build out ideas with customers. Then, test quantitatively as you move towards commercialization.

Some organizations are more open to the principles of Design Thinking than others. So how can you prepare your organization for this? Encourage an environment grounded in collaboration, where failure is expected (not just accepted) and humility is rewarded. Design Thinking is more than a process—it’s a mindset.

Contact us to learn how to tackle innovation with your customers.

Kathy Ofsthun is the VP of Qualitative Strategy + Innovation for CMB. Her favorite vacation destination is Cambodia and her favorite class is Philosophy.

 

Topics: qualitative research, growth and innovation, agile research

Telling Your Insights Story: Reflections from a 2018 Qually Award Finalist

Posted by Kelsey Segaloff

Wed, Apr 04, 2018

Earlier this year, I ditched snowy Boston for the Qualitative Research Consultants Annual Conference in sunny Phoenix. I’d been to the conference before, but this year was particularly special because I was a 2018 Qually Award Finalist—a competition that challenges researchers to demonstrate a creative approach to problem solving.

In the competition, we were asked to respond to a client RFP. The three finalists then were invited to present our proposals to a live audience at the conference. While I didn’t win the competition, it was an incredible opportunity to challenge myself to think creatively about how we can approach qualitative research.

Since working in the industry, I’ve learned that storytelling—finding and communicating the story from the data—is one of the most important skills a researcher can have. It’s our job to dig into the data and create a compelling narrative so that our clients have relatable and actionable insights.

I wanted to incorporate storytelling into my proposal in an unconventional way. So rather than looking at how other researchers tell stories, I looked outward—how are people telling and consuming stories in everyday life?

One of the most powerful and culturally-relevant ways stories are shared today is through podcasts. I listen to them every day on my way to work, so I thought, “Why not create an insights podcast?”

I proposed taking the audio gathered from in-person interviews, ethnographies, shop-a-longs, etc., and piecing them together into a podcast. It’s a simple yet powerful way to tell an insights story.

Too often our minds default to a PowerPoint presentation when we talk about storytelling. But as you’ll see in the video below, inspiration for storytelling can come from anywhere:

Kelsey Segaloff is a Senior Qualitative Associate Researcher at CMB and an avid consumer of true crime and Bachelor-themed podcasts.

 

Topics: qualitative research, storytelling, conference recap