Resources/SOPs/SOP 011
SOP 011Marketing Strategy

How to Conduct Customer Interviews

Time10–30 minutes per interview
📊 LevelBeginner
📅 UpdatedMarch 2024
👤 WhoMarketing manager, business owner,…

🚀 Goal

Conduct in-depth conversations with real customers to understand their behaviours, biggest challenges, and the exact reasons they bought from you — in their own words.

🎯 Ideal Outcome

A documented Google Doc per customer with verbatim quotes, key insights, and a completed buyer persona that can directly inform your marketing copy, content strategy, and course positioning.

🤔 Why This Matters

The words your customers use to describe their problems are the exact words you should use in your ads, landing pages, and sales conversations. Customer interviews eliminate guesswork. They tell you what to say, what to emphasise, and what objections to address — making every piece of marketing more effective without additional budget.

HR

Hassan Rawther

Founder, Unlearn Academy

Mentor Insight

We ran 12 student interviews before relaunching the Unlearn Digital Marketing course page. The landing page had been written by us — explaining the level system, the curriculum, and the outcomes. The interviews completely changed what we emphasised. Students were not talking about curriculum. They were saying things like: 'I didn't know if I was too old to start', 'I was scared it would be all theory again', 'I wanted to know if I could actually get a job in Kerala without going to Bangalore.' We rewrote the page around those exact fears. Enquiries went up 40% from the same traffic. Same page, different words — words we got directly from the people who enrolled.

Result: 40% increase in enquiries after rewriting landing page copy using interview insights.

⚠️ Before You Start

A Calendly account (free tier is sufficient) for scheduling

A list of 5–10 past or current customers who can be contacted

A Google Doc template ready for notes

A clear sense of what you want to learn from the interviews

Phase 1 — Preparation
1

Set up your Calendly scheduling link

Go to calendly.com → Sign in (or create a free account). Click '+ New Event Type' → Select 'One-on-one'. Configure: • Event name: '15-Minute Customer Chat with Unlearn' (something warm, not corporate) • Location: Google Meet (recommended — most people already have Google accounts) • Duration: 15–30 minutes • Description: 'A quick informal chat to help us understand what's most useful for you. No agenda — just a real conversation.' • Custom URL: make it short, e.g. calendly.com/yourname/student-chat Copy the Calendly link — you will paste it into your outreach email.
💡

Pro tip: Use 30-minute slots but run the interview for 15–20 minutes. The extra buffer lets conversations go longer without stress, and people who run long will appreciate the space.

2

Write and send the outreach email

Send a short, personal email to past students or enquiries. Never use a mass email template — each email should feel individually written. Subject: Quick question, [First Name] Body: Hi [Name], I'm [your name] from Unlearn Academy. I'm doing some research to make sure we're building the right things for our students. Would you be up for a 15-minute call this week or next? It's completely informal — I just want to hear about your experience and what problems you were trying to solve. Here's a link to book a time that works for you: [Calendly link] No prep needed. Just a conversation. Thanks, [Your name] Target: email 10–15 people and aim to book 5–8 interviews.
📌

Note: If you are emailing current students, add a line explaining this will help you improve the programme. Students who are happy with the course usually say yes immediately.

3

Send a reminder 24 hours before

Most no-shows happen because people forget, not because they changed their mind. Send a reminder email the day before: Subject: See you tomorrow, [First Name] 'Hey [Name], just confirming our chat tomorrow at [time]. The Google Meet link will be in your calendar invite. Talk soon!' If someone misses the call, send one follow-up: 'Hey, missed you today — want to reschedule? Happy to find another time that works better.'
Phase 2 — Conducting the Interview
4

Prepare your interview doc 5 minutes before

Create a new Google Doc → Name it: '[Customer Name] — Interview [Date]' Copy the question framework from below. You will fill in answers as they speak. Ask someone else to take notes if possible — it lets you focus fully on listening and following up. Alternatively: record the interview on your phone (placed beside the computer, not in headphones) or use Google Meet's recording feature. Always ask permission first: 'Would you mind if I recorded this? It's just so I can focus on the conversation instead of taking notes — it won't be shared anywhere.'
5

Run the interview — question framework

Start with context, then go deep. Never jump straight to product questions. Opener: 'Thanks for making time. This is totally informal — there are no right or wrong answers. I just want to understand your experience and hear your perspective.' Context questions (first 5 minutes): • 'Tell me a bit about what you do day to day.' • 'What were you working on or trying to figure out when you first came across Unlearn?' Challenge questions (middle 10 minutes): • 'What was the problem you were most trying to solve at that point?' • 'How were you trying to solve it before you found us?' • 'What made you decide to [enrol / enquire / try our course]?' • 'Was there anything that almost stopped you from doing it?' Outcome questions (last 5 minutes): • 'What has changed since you [enrolled / completed the course]?' • 'What would you tell someone who is considering joining Unlearn?' • 'Is there anything we could be doing better or that you wish was different?' Close: 'This has been really helpful. Is there anything else you want to share that I didn't ask?'
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Pro tip: The most valuable question is often the follow-up: 'Can you tell me more about that?' or 'What do you mean by that exactly?' Do not rush to the next question — let people expand. The detail in the second or third sentence is usually where the insight is.

6

Document insights and update buyer persona

Immediately after the call, while it is fresh: 1. Write a 3–5 sentence summary: who this person is, their main problem, and what they valued most 2. Pull out 3–5 direct quotes — verbatim, exactly as they said it 3. Note any surprising or unexpected insights 4. Flag any objections they mentioned (things that almost stopped them) Update your buyer persona document with: • Their job / situation • Their primary pain point (in their words) • What they were looking for (in their words) • What made them choose Unlearn • What they wish was different After 5–8 interviews: look for patterns. Phrases that repeat across 3+ people are gold — use those exact words in your landing pages and ads.
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Note: The words customers use to describe their problem are almost always better than the words you would write yourself. 'I didn't know where to start' is better than 'lack of structured learning pathway'. Use their language.

Customer interview checklist

Calendly link created with 15–30 minute slots and Google Meet enabled
10–15 outreach emails sent — personal, short, warm tone
5–8 interviews booked
Reminder email sent 24 hours before each interview
Google Doc created per interview: [Name] — Interview [Date]
Recording permission requested at start of each call
All 3 question phases covered: Context → Challenge → Outcome
3–5 verbatim quotes captured per interview
Summary written within 30 minutes of each call
Buyer persona updated after every 3–4 interviews
Patterns across interviews identified after batch of 5–8 is complete

SOP Complete

You've completed all steps. Document your before/after results and add this to your portfolio as a case study.

Quick Reference

🧐 Where

Google Meet or Zoom for the interview, Calendly for scheduling, and a Google Doc for notes.

🗓 When

In the early stages of a marketing campaign, when building buyer personas, before writing new landing pages, or at least once a year to refresh your understanding.

👤 Who

Marketing manager, business owner, or anyone responsible for marketing strategy or content.

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