Methods For Gathering Customer Feedback Effectively

One of the best ways to create authentic relationships with your customers, get honest feedback on your product and surface game changing ideas is to create a Customer Advisory Board (CAB). Here are the lessons I’ve learned about how to create and run a successful CAB. Your personal involvement as CEO is critical. If you lead it yourself, customers will engage at a deeper level. They’ll be more honest, more vulnerable, and more likely to become evangelists for your company. No one else can unlock this dynamic the way a CEO can. Be clear on the persona. Is your CAB for buyers, users, or budget holders? At BetterCloud, our sweet spot was Directors of IT. Not the CIO, not the IT admin. Know exactly whose voice you want in the room and tailor everything to them. Skip the compensation, give them “status”. Don’t pay CAB members—it gets messy. Instead, make them feel like insiders. Give them a title, early access to roadmaps, VIP treatment at events, and public recognition. People want to feel valued and influential, not bought. Set a cadence you can maintain. I tried monthly meetings once. That was a mistake. Quarterly is the sweet spot. One in-person gathering per year—ideally tied to an industry event—goes a long way in deepening relationships. Structure matters. CABs aren’t just roundtables. They’re curated experiences. Keep meetings tight (90-120 minutes), show real products that are still in the development process (even rough wireframes or high level ideas), and create space for interaction. Done right, they become the ultimate feedback engine. Build real relationships. Your CAB shouldn’t just exist in meetings. Build one-on-one connections. Text, email, check in at events. Keep it small enough that people feel seen and valued. When they have a direct line to the CEO, they stay engaged—and they speak the truth. Done right, your CAB becomes more than just a feedback mechanism. It becomes a strategic asset. It can shape your roadmap, sharpen your positioning, and strengthen your customer relationships in ways no survey ever could. For a deeper dive and detailed tactics behind each of these, check out the full writeup on the Not Another CEO Substack.

Surveys can serve an important purpose. We should use them to fill holes in our understanding of the customer experience or build better models with the customer data we have. As surveys tell you what customers explicitly choose to share, you should not be using them to measure the experience. Surveys are also inherently reactive, surface level, and increasingly ignored by customers who are overwhelmed by feedback requests. This is fact. There’s a different way. Some CX leaders understand that the most critical insights come from sources customers don’t even realize they’re providing from the “exhaust” of every day life with your brand. Real-time digital behavior, social listening, conversational analytics, and predictive modeling deliver insights that surveys alone never will. Voice and sentiment analytics, for example, go beyond simply reading customer comments. They reveal how customers genuinely feel by analyzing tone, frustration, or intent embedded within interactions. Behavioral analytics, meanwhile, uncover friction points by tracking real customer actions across websites or apps, highlighting issues users might never explicitly complain about. Predictive analytics are also becoming essential for modern CX strategies. They anticipate customer needs, allowing businesses to proactively address potential churn, rather than merely reacting after the fact. The capability can also help you maximize revenue in the experiences you are delivering (a use case not discussed often enough). The most forward-looking CX teams today are blending traditional feedback with these deeper, proactive techniques, creating a comprehensive view of their customers. If you’re just beginning to move beyond a survey-only approach, prioritizing these more advanced methods will help ensure your insights are not only deeper but actionable in real time. Surveys aren’t dead (much to my chagrin), but relying solely on them means leaving crucial insights behind. While many enterprises have moved beyond surveys, the majority are still overly reliant on them. And when you get to mid-market or small businesses? The survey slapping gets exponentially worse. Now is the time to start looking beyond the questionnaire and your Likert scales. The email survey is slowly becoming digital dust. And the capabilities to get you there are readily available. How are you evolving your customer listening strategy beyond traditional surveys? #customerexperience #cxstrategy #customerinsights #surveys

I often say: Focus on psychographics (values, interests) Over demographics (age, gender, income) The tough part? Gathering psychographics (without being creepy or invasive.) It's easier to rely on demographics. They're: - painless to gather - straightforward - easy to analyze - quantifiable But it's a mistake to depend on them. A costly one. They're a weak data point. The role they play in purchase decisions? Smaller than many marketers think. Psychographics are much more useful. And easier to collect than you think. Here's how I do it: 👉 Customer surveys Ask direct questions about values, interests, and the purchase process. 👉 Social listening Analyze what your audience is saying in comments, reviews, and posts. Look for patterns in their language, pain points, and values. 👉 Website behavior Track which pages customers visit, what content they engage with, and how they navigate your site. 👉 Customer interviews Understand the customer buying process — from the first moment a customer noticed a problem in their life through purchasing your product (and ideally your product solving their problem). 👉 Community engagement Host webinars, engage in online groups, read and respond to customer comments. Learn your target market's pain points and how they phrase those pain points. 👉 Analyze reviews and testimonials Look for recurring themes in what people say about your product — or your competitors'. Psychographics give you: - customer behavior insights - voice-of-customer data - value props - pain points It's priceless info. Use it to hone your messaging, offers, marketing, design, and product. #marketing #customerinsights #strategy

What sets you apart from ALL the other products in your category?? It’s more than just your product. It’s about understanding your customer better than anyone else. With Enavi’s Customer Canvas, we don’t rely on assumptions.  We help you build detailed, human-first insights into: → What truly motivates your customers: Are they driven by convenience, prestige, or solving a problem? → What’s causing friction in their decision-making process: Is it confusion around pricing, uncertainty about product benefits, or trust issues with your brand? → How to create a seamless customer journey across every touchpoint: Are there gaps in their journey? Do they struggle with navigation, or lose momentum before checkout? We’re driving improvements across your entire business — from marketing to product development. How? We’re not just tracking clicks. We’re uncovering their motivations. Understanding their pain points. Delivering insights that transform every aspect of your marketing strategy. Not just your on-site experience. Be honest… do you REALLY know: — Motivations: What brings customers to your store?  Is it emotional, practical, or social factors that drive them? — Anxieties: Where are they getting frustrated or confused?  Why do they hesitate before making a purchase? — Behavioural Triggers: What’s the final nudge that pushes them to buy?  Is it a discount, a sense of urgency, or something else entirely? My guess is no. To gather this depth of insight, we use qualitative research tools like: 1. Post-Purchase surveys: Asking questions like: “What made you choose this product?” “What almost made you leave without purchasing?” 2. Customer interviews: Delving into their decision-making process with open-ended questions like: “When did you realise you needed this product?” “What would make you feel 100% confident in your purchase?” 3. Review mining: We analyse what customers are already saying, the praises and complaints. We use these to identify recurring themes in their desires and frustrations. 4. Support ticket analysis: We look at common complaints and issues that arise in customer support.  These often reveal hidden blockers in the customer journey that might not be obvious from the data alone. 5. Competitor benchmarking: What are your competitors doing right or wrong? And how can we leverage that insight to give you a competitive edge? And here’s what makes this approach so powerful: the Customer Canvas is not a static report. It’s a living, breathing document that evolves as your business — and your customers — change. Every update, every new product launch, every marketing campaign feeds into this evolving understanding of who your customers are and how best to serve them. Now, ask yourself: Are your current CRO tactics producing the real results you deserve? If not, it’s time to try something different. The Enavi Human Obsessed CRO is your answer.