Check in with your new customers
To gain valuable insights to grow your company.
Here’s how:
Access your CRM, Point of Sale, or email system.
Identify customers that have made their first purchase with your company within the past month or two.
Choose a dozen or more customers and send a personalized email to each asking them to share their thoughts over the phone or on zoom.
Use Calendly to allow customers to pick a time to talk.
Offer an incentive if necessary. A free product or a gift card works well.
There are tons of great questions to ask, but here are 5 good ones:
➡️ Thinking back, do you remember how you found out about our product/service?
➡️ When you decided to buy our product/service, was there a specific problem you were trying to solve or job you were trying to get done?
➡️ What were you using before purchasing our product/service, and why did you decide to give us a try?
➡️ If you had to narrow it down, what was the #1 reason you decided to buy our product/service?
➡️ Now that you’re using our product/service, how does it compare to your initial expectations?
Use follow-up questions to go deeper:
- “Interesting. Can you tell me more about that?”
- “What led to that decision? Can you walk me through your thought process?
- “And why do you [NEED/WANT/CARE ABOUT] that?
- “Why did you decide to do it that way?”
- “What else was going on that made that the right choice?”
You now have fresh insights into:
✅ How customers find you,
✅ The problem they desire to solve
✅ The previous solution they had been using,
✅ Why they choose you over other options, and
✅ Whether you’ve met or exceeded their expectations.
Now, use what you've learned to sharpen your sales, marketing, and customer experience. 🎯
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We help leaders and their teams achieve customer clarity for smarter marketing, decisions, and growth.
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