Grow Your Business By Talking To Your Newest Customers
Check in with your new customers
To gain valuable insights to grow your company.
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. 🎯
We help leaders and their teams achieve customer clarity for smarter marketing, decisions, and growth.
Need help? Reach out and let's chat.