What Would You Do?

Below is a RFP we submitted to a B2B farming company a few years ago. I just recently came across our proposal again and wondered what you might propose. Different methods? Different tools? Different process? And did we get the job?

The Background for this study was provided by the client in the RFP and the Objective was identified after a detailed conference call with the client, including their internal marketing department.



Background

RM Co. sells industrial farm tools to wholesalers around the world and wants to expand their collection of products to sell. Currently they make commercial irrigation and fertilization systems and want to get into the fertilizer products farmers spread using their machines.


Objective

Identify unmet needs with RM Co.’s current clients, the unmet needs of both customers and prospects with fertilizer products, the most useful and appealing characteristics and features of a better fertilizer, biggest pains, and any others areas prospects and customers would like to see improved regarding their fertilizing process.


Plan of Action

Obtain list of RM Co’s best clients in different industries. Research and identify their farming specialties, volume of fertilizer and brands used, prices for sale, and delivery methods offered. Additionally, identify list of RM Co.’s current and future competition (direct & indirect), and list their farming specialties, what makes them a competitor, their fertilizer machinery, their volume of fertilizer and brands used, and delivery methods offered.

  • Secondary Research: Amount used/year, brands used, price ranges paid, and delivery method choices.
  • Competitive Questionnaire: Design program, administrator, and analyze survey questions among farmers across the globe to quantify unmet needs, work priorities, and potential new fertilizer features. Survey will be designed in English and translated in 6 other languages to accommodate the varied geography of RM Co.’s clients.

Tour multiple RM Co.’s global plants in-person, take notes/videos/pictures. Interview farmers on-site, take notes/videos/pictures.

  • Ethnography: Go to the client to observe workers and go on-site to observe farmers using fertilizer and fertilizer machines.

Interview RM Co. employees, RM Co. stakeholders, and RM Co. product users.

  • IDIs and Online Focus Groups with employees off-site, stakeholders online, & farmers on-site about challenges identified in the survey. Analyze the transcripts and provide insights into attitudes, behavior, and values of all segments.

Work with RM Co. & their advertising agency to design effective ad strategies and tangible concepts for consideration/testing among the different target segments identified.

  • IDIs and online focus groups with segmented farmers and show new concepts developed by RM Co.’s advertising firm.

Analyze the transcripts and provide insights into farmer feedback received.

  • Present results as live actionable findings that directly address RM Co.’s research objectives, including an overview of the fertilizer Industry, aerial view of methods used, brands preferred, unmet needs, etc., with suggestions for next steps, improvement, and landmines to avoid.
  • Data Handover: RM Co. will receive all the research materials, including the written survey, the discussion guide, raw survey data collected (spreadsheets, media files), cross tabulations, infographics, and the final slide deck (w/speaker notes).\

We did get the job and the client was thrilled to be able to get InsideHeads. That said, we know there are many (good) ways to address a challenge, so we’re curious, how would you have done it?

Boost Attendance

As a researcher, I conduct a lot of interviews. Some are one-on-one, or “individual” and others are in groups. Some interviews use video, some use audio, and others are group text chats with or without a visual component. Regardless of the means of communication, all human research has the same challenge: recruiting.

Filtering, validating, and setting expectations for the right people is THE most important part of any research study. That’s true whether you’re seeing them in-person or working with them online.

The final chapter to recruiting is go time – the reason you paid a recruiter in the first place. Your participants need to show up!

So what will help make that happen? As a marketing researcher who has been working online since 1996, I’ve relied on these tips that have stood the test of time:

  1. A thoughtful + clear agenda with time commitments everyone sticks to
  2. Manageable objectives, only bite what team members can chew.
  3. Short meeting time commitments. Keep it simple + such.
  4. Start on the half hour. More people will show. It’s weird.

CNBC reported that researchers at YouCanBook.Me revealed the best time and day to have a meeting, and the results are sort of surprising. It’s obviously not Monday or Friday, I can tell you that from personal experience.

Reporter Logan Hailey offers some tips to run a highly effective meeting, all good ideas. Especially now, with the massive increase in virtual meetings and uncomfortable Zoom waves. Zoom themselves has some meeting tips for their own platform, and there are dozens of other means to connect that may suit you, including GoTo/Join.me, WebEx, GoogleMeet, FaceTime and more.

More Tips & Joy

Tell Me Three Things

A respected and beloved colleague in marketing research, Jeff Walkowski, recently published a book, Mr. Online’s Playbook, full of suggestions for better interviewing when you’re not in-person. Available on Amazon, a great buy. Happy new year to you, you deserve it.

I opened my cherished copy and randomly flipped to page 99. Not surprisingly, I found myself agreeing wholeheartedly with Tip E-30, where Jeff explains how to encourage participants to respond more in a bulletin board (asynchronous) environment. His tip, and I’m paraphrasing, is to specifically request the amount of response you’re seeking by literally asking for X# of reasons detailed, or Y# ideas explained, rather than “Why did you like or not like it” or “What else can you think of”. As a moderator of bulletin boards, I can assure you, probing is painfully required in order to get participants talking, so this tip is ahead of the game right out of the gate. Love it.

What tips for interviewing, online or in-person, do you find most useful?

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When Did Online Qual Begin?

The moment people could connect and communicate online, researchers were there. In the beginning the research was technical, paving the way for a vast network of open communication that was to follow.

As this virtual network of people grew, marketing researchers strapped on their boots and began exploring new ways of mining and collecting data. It wasn’t long before social researchers suited-up and started using email, group chats, and bulletin board systems to gather information. All of these initial efforts cleared the way for what is now known as online qualitative research.

While the first online focus group via group text was conducted by Marian Salzman in a pimped-out AOL chat room in 1992, it was actually research boards that came first. As early as 1984, when the “internet” was limited and accessible by only government researchers and universities, one student at Syracuse University was using a bulletin board system over NSFNET to interview students at UCLA.

Learn more about the history of online qualitative research in Qual-Online, the Essential Guide, available on Amazon.

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The Meeting Facilitation is Impressive

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“The first time I did an online focus session, I wasn’t quite sure what to expect (or exactly what was expected from me). InsideHeads helped me get the session setup fast. The meeting facilitation is impressive– I really believe that I needed a specialist to manage this study — and the summary was quickly prepared, accurate, and insightful.”

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Russell Granger
Russell Granger, CEO of Arch Digitals & ProEd Corporation

“Speed, accuracy, and the feedback we needed from InsideHeads… who could ask for anything more?!”

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Obtain Quality Data Faster Online

Barry Levenson
Barry Levenson, CEO at Strategic Holdings

“Right off the bat InsideHeads offered great insight into how to improve our questionnaire. They had the survey up and running on the Web quickly and we were able to obtain quality data faster online than traditional offline research methods. InsideHeads understood our objective, which was evident in the well-written report they provided soon after data collection. The timely data we received from InsideHeads was truly actionable.”

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Observe Group Discussions Online Remotely

InsideHeads Online Marketing Research

“Once we nailed down the research objective, InsideHeads handled everything. My staff and I were able to observe the group discussions online remotely and discuss the results immediately among ourselves online. We received the transcripts right after the group, and InsideHeads soon delivered a well-organized report, including participant quotes to support each finding. The customer feedback InsideHeads was able to mine was very helpful in our business planning.”

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Pioneer in the Online Survey Industry

Matt Parzych
Matt Parzych, CTO at SparcPlug

“Jennifer Dale is a pioneer in the online survey industry. It’s rare to find someone with such a thorough understanding of the business, so dedicated to her work and responsive to her customer’s requirements.”

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