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Be a Consultant, Not an Order-Taker

Posted By Jay Zaltzman, Tuesday, February 5, 2019
Updated: Monday, February 4, 2019

Blog QualPowerI know it’s tempting, when a client — whether it be a company or an internal client — says they want four focus groups in Chicago, to answer “coming right up!” But it’s important to remember that, as qualitative researchers, our job isn’t only to conduct discussions or interviews, but rather to design research that will be most effective in answering our clients’ research questions.

We need to remind those clients about the value we can bring to the table. Remember, they may be considering “John in Marketing — he’s good with people, let’s have him ask the questions in the focus group.” But “John in Marketing” doesn’t necessarily know about designing research methodology. And he doesn’t realize that there’s more to a discussion guide than just “asking the questions.”

So, when clients ask if I can do four focus groups in Chicago, I say I can; but then I ask them to give me the background to the project. What are their objectives? How will the results be used? Do they have a budget? Why were they thinking of four focus groups in Chicago, specifically?

In my proposal, I’ll provide a cost for the four focus groups they requested, but based on what I learned, I might also suggest some alternatives. Let’s say it turns out they wanted the four groups in Chicago because that’s local, and they don’t have the budget for executives to travel to view groups. I might suggest two mini-groups in Chicago and four online mini-groups via webcam. Or depending on the topic, perhaps to two groups in Chicago and some online journaling nationwide. And of course, I’ll explain the reasoning behind those suggestions. Even if the clients say “thanks, but we’ll stick with the four groups in Chicago,” they will be impressed by the thinking... and you’ll be more likely to be hired than the competitor who had not included those kinds of options!

And don’t forget to offer to help the clients digest the research results. I try to always include the option of running a workshop with the stakeholders after the research is completed, to discuss the findings and how they might be utilized. It’s fulfilling to see the impact of the research, and it provides more value to your clients... and that’s the name of the game!

Jay zaltzman

By: Jay Zaltzman

Jay Zaltzman believes that qualitative researchers can offer true value to clients by combining empathy with creative methodology and analytical rigor.  Jay has been president of Bureau West Market Research/Voice of the Customer for the past twenty years.  He is an active member and past president of the QRCA. 

Website: http://bureauwest.com/
LinkedIn: https://www.linkedin.com/in/jayzaltzman/
Twitter: @zaltzman

Tags:  Focus Groups  QRCA Digest  Qualitative Research  Research Methodology 

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