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Customer Research Textbook

A free, self-paced textbook in 7 chapters. Read a chapter, then drill it with the 160 companion flashcards using spaced repetition.

7 chapters · 160 cards · Updated

Chapters

  1. 1Foundations of Customer Research

    Customer research is the disciplined process of learning how customers think, behave, and make decisions so teams can design better products and messaging. Its core value is reduci...

  2. 2Qualitative Research Methods

    The workhorse of qualitative research is the customer interview, a structured conversation used to understand needs, context, workflows, frustrations, and decision criteria. Interv...

  3. 3Sampling, Recruitment, and Ethics

    A user segment is a meaningful subset of customers who share similar goals, constraints, or behaviors. Recruiting quality participants for that segment is so important that weak fi...

  4. 4Customer Understanding Frameworks

    A persona is a research-grounded archetype of a user segment that summarizes goals, behaviors, context, and frustrations to help teams empathize and design consistently. A persona...

  5. 5Synthesis and Insight Generation

    Synthesis is the process of organizing notes into patterns, themes, and insights the team can use. It typically begins with affinity mapping, which groups observations into themes...

  6. 6Quantitative Research and Measurement

    Quantitative research measures scale, frequency, and statistical confidence. Surveys are the most common instrument and rely on a set of design principles to reduce bias: questions...

  7. 7Sharing Research and Driving Decisions

    Strong research is useless if it does not influence decisions, so output quality and timing matter as much as study design. A good output of customer research combines clear findin...

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