What talking to buyers gives you that research never will
Desk research tells you what a market looks like. Conversations tell you what people actually say, and that is what your copy needs.
By The Coaching World
Published September 18, 2026 · 6 min read
Photo by Christina @ wocintechchat.com M on Unsplash
Two kinds of knowing
Desk research tells you what a market looks like from outside. Conversations tell you what people say about their own situation. Only the second produces words you can use, and words are what outreach runs on.
This gets dismissed as soft. It is the most practical research available to a small business, because it returns raw material rather than conclusions.
This article is for anyone whose marketing copy sounds right to them and lands flat with buyers. It covers what a conversation gives you that a report cannot, how to run one without it becoming a pitch, what to listen for, and what to do with what you hear.
What reports cannot give you
A market report tells you size, growth, segments and trends. All useful for deciding whether to enter a market, all useless for writing a message to someone in it.
What it cannot tell you is how a person describes the problem when nobody is watching. That phrasing is not in any report, because reports are written in the language of analysts rather than sufferers.
The gap is wider than people expect. A business might categorise its problem as inefficient client onboarding. The owner, describing the same thing to a friend, says they keep losing the first fortnight to chasing paperwork and it makes them look disorganised in front of new clients.
The first phrase belongs in a strategy document. The second belongs in your opening line, and no amount of desk research would have produced it.
What to ask
Four questions, and the discipline is in not adding more.
What did you do about this before. Past behaviour tells you what alternatives exist in their mind, which is your real competition.
What made you start looking. The trigger. Problems persist for years and then become urgent, and whatever caused that shift is the thing your outreach should describe.
What nearly stopped you. The hesitation they overcame reveals the objection your sales conversation has to handle, stated by someone who is no longer defensive about it.
What did you expect that did not happen. This one surfaces the gap between what was promised and what mattered, which is where your differentiation actually sits.
Ask them and then stop talking. The useful material arrives in the pause after you think they have finished answering.
Keeping it from becoming a pitch
The single most common failure is that the interviewer starts selling.
It happens naturally. Someone describes a problem you solve, and the urge to say so is strong. The moment you do, the conversation changes. They become polite, they stop criticising, and everything after that is worthless.
Three habits prevent it. Say at the start that you are not selling and mean it. Ask about the past rather than the future, because people describe what happened more accurately than what they would do. And when they ask what you do, answer briefly and return to them.
If the conversation turns into a sale naturally, let it, but understand you have ended the research. Treat it as a lucky outcome rather than the goal.
Who to talk to
Past clients first, because they are accessible and they bought.
Ask them what they would have searched for if nobody had introduced you. The answers are frequently nothing like your own language, and that gap is immediately actionable.
Then people who considered you and chose otherwise. These conversations are uncomfortable and unusually valuable. People are more candid about why they declined than about why they bought.
Then strangers in the market who have the problem and have never heard of you. Hardest to reach and the closest match to your cold audience.
Ten conversations is enough to see patterns. Three is not, because three gives you three opinions and no way to tell which is typical.
What to do with it
Collect phrases, not conclusions.
Write down the exact sentences people use about the problem, the words they choose, the comparisons they reach for. Keep them verbatim, including the clumsy ones. The clumsiness is what makes them sound human.
Then use them literally. The opening line of a cold message should be a phrase a real buyer said, not a polished version of it. Polishing is the step that turns research back into marketing language.
A useful test for any message you write: could a real person have said this sentence about their own situation. If it reads like a description of a service, it came from your side of the table.
Getting people to agree
The request fails when it sounds like a disguised sales call, which is what most recipients assume.
Three things raise acceptance. Be specific about length and keep to it, since twenty minutes is a smaller commitment than a vague chat. State plainly that you are not selling and will not follow up with an offer. And give a reason about yourself rather than them, such as wanting to understand the problem before deciding what to build.
Past clients rarely decline. Strangers decline often, and those who agree tend to be unusually interested in the subject, which skews what you hear.
Paying for half an hour is legitimate and underused. A modest fee removes any suspicion of a sales motive and widens who says yes beyond the enthusiasts.
Recording and reviewing
Take a recording when permitted, and say why you are taking it.
Notes written during a conversation capture what you already believed mattered. The sentence that turns out to be valuable is usually one you did not notice at the time, because it did not fit what you were listening for.
Review within a day while the tone is still fresh. Pull exact phrases into one document, grouped by what they describe rather than by speaker. After six or seven conversations the same phrases begin repeating, and the repeats are what you use.
You are not looking for consensus. You are looking for recurrence. Three people independently reaching for the same unusual word beats ten agreeing with a statement you suggested.
When the answers contradict each other
They will, and that is not a failure of the method.
Different buyers have genuinely different problems, and a set of interviews that all agree usually means you talked to one kind of person. Contradictions are the first evidence that your market contains segments.
The useful response is to sort rather than average. Which group said which thing, and what do the members of each group have in common. That grouping frequently turns out to be a better basis for targeting than anything you had before.
What you should not do is split the difference. A message built from the average of two contradictory descriptions speaks precisely to nobody, which is how most committee-written marketing copy comes to exist.
Our articles are researched and reviewed by our editors. Read our editorial standards.
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