Easy Research Tips for Your Client-Based Business

By Chelsea Williams
Senior Copywriter
Aug 18 2022 read

Once we’re out of school, many of us have a complicated relationship with research. The prospect of having to dig for information can drum up unpleasant memories of college papers and endless pages of citations.  

But if you can get past the air of intimidation that surrounds this necessary task, research can morph into a powerful tool that gives you the insights you need to make intelligent business decisions.

Mandy Anger, VP of Product, is our resident research expert at Accelo. 

We sat down for a conversation about three common areas you’re likely to want to research as a leader in professional services: 

Finally, we discussed the mix of research methods that work for Mandy and her team  — and that she recommends all businesses adopt.

A Step-by-Step Approach to Research Existing Clients 

How should businesses approach research to understand current clients?

Mandy: “I’ll tell you what we do at Accelo. I call my approach ‘the funnel.’  

We always start with our internal experts — in Customer Success, in Sales, in Support — and try to understand the top things they’re hearing from clients regularly. 

We also spend a lot of time in our user ideas forum, culling through for things that align with our company goals and what we’re trying to accomplish for the quarter. They’re sometimes phrased differently than what we would search for, and our team has to read between the lines to understand what people are saying they want.

Once we’ve learned everything we can from these sources, we survey our existing users and try to figure out if the things we think are important to them really are important. We confirm the problems they’re trying to solve via those survey responses, then narrow it down.

Finally, we set up user calls to dig down into the real problem and some potential solutions. Do they need to be able to access something daily or weekly? How do they use it? We seek to understand their use cases and work patterns.”

"Start with what the company is trying to do, and then go out and understand what your clients need around that central goal."
- Mandy Anger, VP of Product

READ NEXT: 5 Benefits of Participating in a User Research Interview

Discovering What Makes Your Ideal Customer Tick

Let’s switch gears and talk about market research. Do you have any advice for making the process as simple as possible? 

Mandy: “I highly recommend creating personas. 

There are different types of personas for each stage of your relationships with clients. So, a marketing persona would be unique from a sales persona or a product persona. 

Your clients also need different things at different stages, and there’s a slightly different story to tell about each type of person at each stage. Conversations become so much simpler under the lens of personas because everyone’s using a shared vernacular.”

Why and How To Investigate Your Competitors

What about researching competitors? Should every business be doing this and, if so, why?

Mandy: “Every business should be doing it. The key is to have an identified set of competitors that you’re looking at: a few that are currently in your same stage, a few that represent your next growth stage and a few that are up-and-coming.

A best-case scenario is to have all the people in your organization who have an interest in competitor research form a unit and create a shared repository of current competitor information. Otherwise, you risk duplicating a ton of efforts or focusing on too many audiences at once.

Coming back to personas can help with competitor research as well. With a clear understanding of who our users are and what they need, we can differentiate ourselves and tell some really strong stories. But we can also more easily figure out why people are selecting our competitors in certain use cases.”

COMPETITOR RESEARCH PRO TIP: Revisit the classic and powerful SWOT analysis method.

Combine Multiple Methods for the Best Outcome

Should business owners aim for quantitative research, qualitative research or a mix of the two?

Mandy: “I think you need both. If you go only with quantitative, you don’t understand the nuance. And if you go only with qualitative, you don’t understand the numbers.

You can start with either quantitative or qualitative. When you don’t know what to prioritize, start with quantitative data gathering. But when you’re doing something less concrete, such as a redesign, you’ll want to ask qualitative questions like ‘Who’s using this?’ and ‘How are they using it?’ to determine the best course of action.

On the product team, we truly work on both types of research at the same time, pretty much all the time.

Our process might go something like this:

We start with analytics, with a hypothesis based on data. For example, when Accelo is looking to redesign specific screens in our platform, we first look at usage numbers for each. This helps us prioritize those with enough daily views to make an update noticeable but leave the most popular ones for later — once we’ve established a process that works.

Then, we go out and collect qualitative stories, assumptions and opinions to support that data. Qualitative research is what lets you know how people will receive a change or response and can impact your timing or methodology.”

What will you do with all the meaningful data you gather using Mandy’s methods? We recommend building a seamless client work experience that your prospects, existing clients and loyal brand evangelists will appreciate. Accelo can help. Schedule a demo to see how.

Want to learn more?
Join the thousands of professionals that are running more successful businesses with Accelo
Please enter a valid work email


About the Author


Chelsea Williams is Senior Copywriter at Accelo, where she shares unique insights with service professionals and tells user stories via blogs, eBooks, industry reports and more. She has over 15 years of B2B and B2C writing experience — primarily in tech, sales, education and healthcare. Chelsea is an AWAI-certified Master Copywriter trained in brand storytelling and microcopy.

Try Accelo for 7 Days
Fast and easy setup No credit card required
Get Started Now
Schedule a Live Demo
Tailored to your business All questions answered
Request a Time
Accelo uses cookies to give you the best possible experience - by clicking 'Continue' you agree to our use of cookies. Refer to our Privacy Policy for details. Continue