Most clients very much want the design and construction
professionals in their communities to be successful. They understand the value
of profitable firms that have the capacity and interest in performing quality
work. And, at a basic level, they buy in to the basic truth of ‘If you don’t
ask for what you want, you don’t get it.’ As the project manager and lead
researcher for three separate client perception studies, all finishing this
month, I’m amazed at the level of detail and the rich body of examples and
illustrations our subjects provided us in the interviews. And, I’m impressed
that these busy people took time to communicate so clearly about their projects
and their needs.
The first step in any successful client perception study is
believing in the value of asking great questions of the right people to get
your organization the information it needs to plan strategy, train employees,
and build better client relationships.
Firm leaders who have no interest in knowing what their clients think
probably aren’t as client-focused as they need to be in today’s competitive marketplace
to create sustainable strategies for their firms’ futures.
Once a firm’s leadership understands the value of client
research, the next step is to determine which of the clients to interview. This
is a critical decision point for any firm’s leadership; the real question is
“Do we want real data that will inform decisions and actions, or do we want to
‘game’ the research to get the answer we’re looking for?” Successful research
programs follow rigorous protocols for the selection of clients that aren’t
based on what a particular client might say, but instead are based on objective
parameters like size, date of completion, project type, potential for repeat
projects, etc. Firm leaders who value accurate data to drive decision-making
are not afraid of what might be learned in a client perception study; rather,
they take the positive – and the negative
– and use that information to guide their firms toward continuous improvement.
The next step in an effective client research program is to
develop a clear, consistently used interview guide. An interview guide covers the range of topics
that will be covered in each interview, making a set of interviews consistent
enough to enable comparison across topics. Common topics for a client
perception interview guide include general perceptions of the firm, performance
of the project team, competitor and benchmark information, business development
and marketing, and industry or market change. An interview guide should be
viewed as just that—a guide, not a script.
A skilled interviewer listens to the answers and probes for additional
detail. For example, if the client says, “Our team was fairly responsive to our
needs, but they could have been better,” a skilled researcher asks, “What
exactly could the team have done better?” and then likely follows up with, “Can
you give me an example?”
Relative to who does the research, there are advantages and
disadvantages to either using
in-house staff or external resources. On one hand, internal resources know the
work and the language of the organization; on the other hand, they may not be
completely objective and they may not be able to deliver on a tight schedule.
Researchers should be selected who understand the industry and client base,
have excellent interview skills, and can document completely and clearly. One
key selection criterion should also be that the researcher has the requisite
time and resources to complete the study in a timely manner. A client perception study should be completed
in the shortest amount of time possible to minimize time impacts to the nature
of the collected information. Most
studies of between 30 and 60 interviews take six to eight weeks from the
delivery of a complete client list to the scheduling of the final interview.
Response rates are always challenging. For a while, on-line surveys generated great
response rates, but the huge volume of emails most of us receive every day make
this method largely ineffective, generating negligible response rates. The
method we’ve found both most effective, with the added benefit of being relationship-building,
is to have the firm’s president or senior leader personally call each client
and ask for participation. When this
happens, we get a response rate between 80 and 100 percent, much higher than
for comparable studies in this industry.
The follow-up to any client perception study is an essential
element to receiving full value from the research. While some firms wish to conduct client
research anonymously, a well-crafted client perception study provides the
ability to follow up directly with clients to resolve issues and opens the door
for further conversation. Plus, since clients often clearly articulate exactly
what they want from future work, an open study enables a firm to use the
information to tailor the marketing approach to a future project. However, it’s vitally important how the data
is managed and how the follow-up takes place.
Starting with a well-written thank-you note from the researcher, the follow
up continues with a thank-you note from the company president or sponsoring
division. Firms particularly effective at using client data convene firm
leadership to develop a tailored follow-up plan for each responding client that
might range from a simple phone call follow-up thanking the client for the time
to a face-to-face meeting to resolve issues and/or discuss future work. Key to the approach is that the underlying
attitude needs to be one of gratitude versus “Why did you say that about us?”
A well-designed and professionally implemented client
perception study has value even beyond the data itself. One of the most frequent comments I get from
the clients of my clients when I conduct an interview is, “Thank you; they must
really care about their clients to bring in someone to ask me my thoughts on
their performance.” A well-designed study can open doors, help firms resolve
issues, and enable training and development of future team members. Knowledge
is indeed power; client knowledge about projects and needs is readily available
and most clients are craving the chance to give it to you. You just need to
ask.