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Product Management

How to Get Clients to Agree to a User Interview

Published
November 8, 2024
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3
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Last updated
November 8, 2024
Jenna Pitkälä
How to Get Clients to Agree to a User Interview
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So, you want to talk to your current clients/users to ask for their product feedback?

Here are some tips that helped us get 60+ quality user interviews in a period of a few months.

(1) Use the Right Tools

Before you can reach out to your clients, you need to pick efficient tools:

  1. CRM or some other tool for fetching clients: we personally used Posthog
  2. Calendar booking tool such as cal.com
  3. Email outreach tool, for example SendGrid (if that’s your way of reaching out)

(2) Keep It Brief

We gave users the choice between booking 15- or 30-minute time slots—making it easy for them to commit to a meeting without feeling overwhelmed.

We stayed flexible: most of the time, the meeting length stayed within the bounds of the booked time. But, if everyone was okay with it and their schedules allowed , fruitful discussions actually extended to 30 or 45 minutes.

(3) Communicate a Simple and Easy Goal

In your outreach (either email, calendar booking description, etc.), give context to the meeting.

By briefly explaining a specific goal for the discussions, the user can join feeling better prepared. They also have more time to process what they’re going to answer, making it more likely they’ll give comprehensive insights.

Bad example:

We want to hear your feedback about our product.

Better example:

We want to hear how our tool has made your workflow more effective.

It’s even better if you can tie your goal with something that will benefit the user.

Bad example:

With your feedback, we’ll learn more about what people like and don’t like about our tool.

Better example:

Based on your feedback about feature X, we can make tweaks that will make it more automated for you.

(4) Offer a Direct Benefit to the User

While some users are genuinely happy to support a product they enjoy, a little extra motivation never hurts—after all, their time is valuable, and showing appreciation with a tangible incentive can make all the difference.

Here are some ideas:

  • gift card (we offered 50 USD Amazon gift cards, which worked well)
  • discount on the next billing cycle
  • free trial extension
  • early access to new features
  • a shoutout to their company

Our Results

By following the steps laid out above, our email outreach was quite a success:

  • we didn’t need to send multiple emails to the same people and badger them with follow-ups
  • 4% of all delivered emails got us a meeting with a user, while the average email CTR is around 2.6-3 %
  • In other words, for every 25 emails delivered, we got 1 meeting booked
  • most responses to the emails happened on the same day they were sent

These steps worked for us, and hopefully they will work for you as well! If you’d like to learn more about which users we reached out to, check out this blog:

Automatic quality online meeting notes
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How to Get Clients to Agree to a User Interview
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