The best way to understand how to read a chat is to share the thought processes as we go through them, but there are some things to keep in mind as you figure out where to start the research process.
- It is beneficial to read through the chat quickly, then go back once you get an understanding of what the client wants and reread it, taking notes as you go.
- As you read the chat, put yourself in your client’s shoes. What is most important to them? What do they need to know? Why do they need it? What will they use it for?
- These questions can let us get to where exactly we need to be! We don’t have to guess what the client wants when we have insight.
- We also make notes of specific timeframes shared by the client, source requirements, or any information the client asks us to exclude.
- Double-check to make sure you have covered everything the client asks for. It is easy to miss something if the chat is long.
- While trying to hit on everything the client wants in the first three hours is tempting, instead, focus on their initial ask first. Answer it completely and comprehensively; if there is time, you can move on to the next research path. It is okay if we don’t finish the second research path; we can just let the client know that we have a good start and will finish it in the next three hours.
- The client will not always use the same terminology that we use. Sometimes we have to take what the client says and translate it into Wonder terminology.
- For example, the client wants to prove something is true. This would be a hypothesis. They might talk about the analysis of competitors, making it a competitive analysis. Some clients will come in talking about TAM, but when we look closer, we realize that market size is what they really mean. Any time you are confused, reach out!
- As you read, if you encounter any confusing jargon or terminology, IMMEDIATELY do a quick Google search. If you do not understand what the client is talking about, you cannot interpret the rest of the requests correctly.
- There is a difference between something the client asks for and then Claire suggesting something, and they say something like, “That would be nice” or “sounds good.” In cases like this, we always focus on the MAIN ask. We can take care of the rest in our follow-up.
- Sometimes, we have to make assumptions to move the research forward because the client was not clear on what they wanted. Some examples are:
- No geographic region is mentioned, but the companies referenced are U.S. companies -> assume U.S. focus for the research.
- The client uses a vague term such as “major sporting events,” but other context from the chat focuses on the Olympics and World Cup -> assume major international sporting events (vs. any country-specific events).
- The client provides a list of five companies. Websites are found for four of them, and all are players in the auto industry. The only website found for the fifth is not in the auto industry, but a company by a similar name is an auto industry player -> assume the automotive-focused company is the entity in question.
- If you can’t figure out what to do, there is an RM for that! Reach out and get guidance.
Client Chat Walk-Throughs
Everything in black is the actual client chat.
Everything in purple is Claire’s responses to the client.
Everything in blue is how I think through a chat.
Do you have any data on the top reasons people subscribe to AI tools? I'm primarily interested in ChatGPT, but I am also interested in other tools if there's not much data on ChatGPT
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<img src="/icons/thought-dialogue_blue.svg" alt="/icons/thought-dialogue_blue.svg" width="40px" /> This is the main question; we must keep this in mind as we research. When I read this, my mind instantly went to how I could get first-party data on ChatGPT or other tools and access REVIEWS so I could explain why they subscribe. I can also search for the main reason people subscribe to AI tools.
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Hey Treffyn! I'm really excited to help you with your research on why people subscribe to AI tools, especially focusing on ChatGPT. We can certainly explore this in several directions. Are we looking to:
- Identify the benefits that drive people to subscribe to AI tools like ChatGPT