Today I am sharing useful tips for successfully executing virtual consumer conversations. They center around being human: acting in a genuine, respectful way and establishing trust.
Include criteria for having a stable Wi-Fi connection and familiarity with the tech platform being used. If the platform is new to participants, ensure you build in time for set up and practice before the interview to increase their comfort level.
If your study involves thoughtful writing exercise(s), make sure recruiting criteria have a written articulation component so they are not surprised by the type of communication that is expected of them.
Tip #2: Set Clear Expectations So There are No Surprises
The more participants know ahead of time, the more comfortable they will feel entering the discussion and the more open they tend to be. In addition to the basics, make sure:
Participants know what will happen during the interview. For example, is it a one-on-one conversation, or will others observe? Will you be sitting stationary in front of the camera or taking a ‘field trip’ to their pantry or garage?
What should they wear? (most ask…encourage comfort unless it is part of the research). Should their phone be on silent? (yes). Is it ok to have water or coffee? (yes, you want them to be comfortable), but please no meals unless it is an eating experience! Do they need to make arrangements for kids and pets so they are not distracted? (yes, unless they are part of the conversation). For mobile missions, no driving while participating (yes, this has happened!).
For online consumer behavior research to be most effective, participants are advised to log on five minutes before the scheduled interview time, so no time is wasted in setting up.
People are able to have a quiet place to conduct the interview to avoid potential inside or outside distractions.
When part of an online consumer research panel, it's important to “introduce” yourself via email and provide a picture so participants know whom to expect on the other end of the screen. Communicate how excited you are for the conversation, so they feel their input is valued before you even begin.
Log in early so you are there before the participant, smiling and welcoming as they enter the interview.
Minimize your own distractions such as only having exactly what you need for the conversation open on your laptop (the worst is hearing the constant email ‘ding’ as you are leading a conversation…trust me).
Have and communicate a back-up plan should tech issues arise (they will) so the interview isn’t a bust.
Energy! The last interview of the day should feel like the first one. Build in enough mental breaks and move from behind your screen to get some fresh air. Coffee helps too.
Life happens. Allow for tech issues, dogs barking, doorbells ringing and kids interrupting because these things WILL happen. Be forgiving and empathetic. Explain it happens to the best of us and that you will be patient while they figure it out.
If it becomes too much or too long of a distraction, ask if participants need to reschedule for a time that may be better for them. A stressed person is not an open or insightful person.
Observing is still just as important as listening in producing those insightful golden nuggets. I recently led a one-on-one video interview with a man wearing an “Own the Moment” t-shirt. I thought it was relevant to our topic and used it as a way into the discussion. It led to some really insightful personal truths and informed the learning in a way that might not have if it wasn’t pursued.
Like every research method, there are benefits and trade-offs, but I am really enjoying and finding great success with virtual research, applying familiar principles with a human-inspired tech-twist. Please contact the SIVO team at Contact@SIVOInsights.com to discuss your research needs and if virtual may be the right approach for your needs!
What if you could gain access to the high-quality insights you need to uncover new opportunities and propel your team toward success?
SIVO collaborates with you to understand your most critical needs, then designs and executes best-in-class custom market research using modern research capabilities. We provide actionable consumer insights that align with your business goals.
SIVO also specializes in Organizational Intelligence, Market Intelligence, and On Demand Talent. Individually and collectively, we use our qualitative, quantitative, and facilitation capabilities to deliver actionable learning.
By Anna Stoesz, SIVO Insights in partnership with Yogesh Chavda, Y2S Consulting
There is a moment most insights professionals have experienced.
A well-designed research study is presented to a leadership team. The work is solid. The story lands. Heads nod around the room. And then . . . nothing really happens.
Not because the work wasn’t good, but because the learning wasn’t there when the decisions needed to happen. Often when it’s time to decide where to invest, which ideas to back, or how to prioritize markets, people forget about the great learning and quietly drift back to intuition, internal politics or whatever worked last year.
Now we have added AI into the mix. With AI, we talk about auto‑coding open ends, auto‑summarizing interviews, and auto‑drafting reports. We celebrate the time savings; what used to take three weeks now takes three hours. That is certainly progress, but it is not the whole story.
The more exciting shift we’re seeing is that AI can now give us the building blocks to move from episodic research to real-time decision intelligence.
Instead of treating research as a series of projects, we can begin to work in a more continuous way. By monitoring signals, recognizing patterns, and updating our understanding as behavior shifts, we can see opportunities and risks emerge in something close to real time.
In other words, companies are starting to leverage insights from intelligence engines that sit much closer to where decisions are made.
Historically, this kind of decision intelligence was a luxury reserved for companies’ proprietary models and armies of consultants. While AI doesn’t magically answer strategy questions for us, it does make the classic questions of “where should we play” and ‘how will we win” practical for brands that don’t have blue‑chip consulting budgets.
To get there, we must stop thinking about AI as a faster report writer and start thinking in terms of real-time decision intelligence.
This change will also require a shift in how researchers work.
Intelligence engines are focused, AI‑accelerated and human‑guided systems designed to answer specific strategic questions in an ongoing way. In a mature setup, you might see engines that continuously map segments and demand spaces, surface and prioritize need states, and stress‑test ideas against multiple plausible futures. Each engine tackles one slice of the strategy puzzle and together, they form a practical, reusable decision system.
The pattern is always AI + HI (human intelligence), where the human‑led inputs of clear business questions, curated data, and activation meet an AI‑powered engine. The engines are purpose-built, specialized models tuned to a task with guardrails that only come with deep expertise.
To make this concrete, let’s look at a situation common to both B2B and B2C clients.
A mid‑size health and wellness brand had a segmentation built five years earlier. It was still the official truth, but everyone knew it no longer matched reality. New players had entered; behaviors had shifted; the market had fragmented. Both the marketing and innovation teams were eager for refreshed insights as they moved into the annual plans process, which was quickly approaching.
The team considered refreshing the work as originally designed but knew it would require high costs and months of fieldwork and analysis using traditional large-scale surveys and qualitative research that would mean delivering insights too late to act on.
They came to SIVO to understand how an AI intelligence engine might provide the insights they needed to help with real-time learning to support decision-making during the planning process.
We stood up two AI engines: a refreshed dynamic segmentation and a moments engine.
The segmentation engine ingested existing qualitative and quantitative data, ecommerce data, cultural signals, and continuously incorporated new publicly available data through LLMs. It used clustering to surface needs and motivations, reframing them as current demand spaces and segments rather than fixed “personas.”
Because the heavy lift is automated, we could refresh the view as behaviors shifted without launching a new segmentation.
Once we had a sense of the target audience and their needs, the moments engine was then layered on top. It mined deep LLM research, consumer reviews and behavioral data to surface and bring-to-life micro‑moments across the journey.
For this company, the moments turned “we think awareness is the issue” into something sharper:
The team was elated to get the insights during the planning process, when they were ready to build and act on them.
Any time we move AI closer to strategic decisions, the obvious concern is whether the insights are true or not. For this, three guardrails matter:
Traceability - Every output should be traceable to sources, assumptions, and methods. If you cannot show your work, it’s not insight.
Clear Guardrails - Be explicit about what’s in-scope and where extrapolation begins. Most misuses of AI come from over‑generalizing.
Human‑led design, validation and activation - Engines should feed human judgment, not replace it. The value is in how experts design the engines and how teams use the outputs to frame decision and actions.
Human-led validation of outputs and intuition based on actual consumer interaction is also top of mind throughout the process to ensure we have the right inputs and validation to match the level of risk and rigor of the decision.
Once the guardrails are in place, a new consultative playing field opens for insights professionals. The intelligence engines give researchers the ability to play at a more strategic level and not just inform decision-making but truly own the recommendations and “where to go next” conversations.
For earlier-career team members, intelligence engines put “where to play” framing at your fingertips. This makes it easier to step into these types of conversations sooner, whether that is structuring a problem, exploring options, or contributing to decisions in a more meaningful way.
For more experienced leaders, intelligence engines provide a way to continue consulting and building on prior work. They make it possible to explore multiple paths and scenarios, better understand trade-offs, and test how ideas hold up as conditions evolve.
That is the value of moving from episodic insights to real-time decision intelligence. AI intelligence engines enable you to deliver insights confidently, place well-timed bets, and act with precision when it matters most.
This may be a change for researchers who are not accustomed to delivering insight at the point of decision-making, but one with significant opportunity for greater organizational influence and impact.
By Cindy Blackstock, CEO and Founder
Customer experience—say it and everyone’s ears perk up. CX is influencing and intersecting with consumer insights across most business sectors: CPG, Retail, Automotive, Financial and Healthcare, to name a few.
The X Factor
Despite it being a buzz worthy term, there doesn’t seem to be a singular, agreed-upon, industry-wide definition for the term customer experience, affectionately referred to as CX. Definitions and approaches to CX vary but most just want to know what that “X” factor means for categories, brand, and products.
Here at SIVO, we have our own perspective:
In truth, we have been working to reveal the customer experience all along. For us, it’s not an intimidating or nebulous concept, because we are quantitative and qualitative research experts who are skilled at understanding people to reveal their truths. Through the optimal combination of quantitative and qualitative research approaches, we get to the “what” by collecting customer experience data, identifying the touchpoints along the customer journey. Then, we get to the “why” behind the customer experience data—the stories, emotions, pain points and delights—and translate it into actionable ideas that businesses can use. The two research approaches go hand in hand with the discipline of CX.
Data + Stories = A Winning Formula
Many market research vendors try to capture the customer experience primarily through quantitative research techniques. Survey data is essential for quantifying the various paths and touchpoints along the customer journey. It plays an important role in validating the experience, so teams can also measure change over time. But the process can’t stop there. Survey data is necessary but is not a comprehensive measure of the customer’s voice.
SIVO believes clients need a better blend of data and stories to get the complete picture. It is the human component, in a truly “experiential” in-context setting, that brings the customer experience to life. To make a business impact, organizations need that qualitative, intimate understanding of the experience, to find out what is truly happening during each touch point. In other words, we believe that quantitative research helps identify what to improve, and qualitative research helps identify how to improve the customer experience.
The Steps to Insights
Your customers are on a journey. There may be many individual stops on the route that make up the overall experience. For example, access may be acceptable, customer service may be satisfying, but there may be positive and negative aspects of the product experience for the user. All these individual touchpoints may net to an acceptable customer experience but may not reveal the nuanced opportunity areas that could lead to an improved experience. Brand teams need to talk to customers and ask, “How are you doing?” instead of, “How are we (the company) doing?” These questions reveal the crucial and detailed human element of CX.
SIVO stiches together a map, an outline of the touchpoints that make up the journey of the entire customer experience. SIVO’s typical approach is 4 Steps:
With preliminary insights that build team intuition, quantitative survey data to build and validate the journey, followed by qualitative deep dives to uncover the nuanced details, the true customer experience can be revealed. Teams can map customers’ interaction with the brand across each touchpoint, identify opportunity areas to act on and then track the customer experience annually, to ensure the quality of the experience remains positive or improves over time.
With the journey maps in hand, SIVO’s best practice is to facilitate an Activation Session so that client teams can immerse themselves in the journey and the voices of the customer. A few group discussions and exercises help teams to digest the learning, translate and prioritize into an action plan that can be shared with key stakeholders across the organization.
To discuss your customer experience research needs with experts from SIVO, please reach out to our team at Contact@SIVOInsights.com.
How listening to customers can benefit the bottom line
By Kerry Juhl
42% of companies don’t listen to their customers (Hubspot)
85% of products fail when companies don’t talk to consumers (Forbes)
Up to 73% of company data goes unused for analytics (Inc.)
Do you see a pattern here? When companies don’t take the time to understand people and what drives their behavior, they miss out on the very thing that could fuel business growth and innovation. According to Rob Holland, CEO of research technology platform Feedback Loop, companies are not speaking with consumers regularly enough because “they don’t have researchers or they don’t have resources to gather and speak with a group of targeted consumers quickly.” The solution to this problem can be found in three words: Fractional Insights Professionals.
What are Fractional Insights Professionals?
A fractional employee is part of an emerging employment model where an individual offers a niche or advanced experience to an employer and is hired for a fraction of the work week, month or year. Fractional Insights Professionals are temporary employees that specialize in designing and executing market research and identifying and applying consumer/customer insights to guide business decisions and identify opportunities for growth.
Knowledge is Power
When companies neglect to take time to understand the wants and needs of their customers, it is like driving a car with a blindfold on. It can be challenging to stay on course, and you can easily swerve in the wrong direction. The art and science of obtaining consumer insights can provide businesses with an in-depth look at how consumers think, feel, behave, and make choices. Having this valuable knowledge can steer companies on how to improve their businesses, better engage with customers and stay ahead of the competition. According to Microsoft, organizations that leverage their customer behaviors to generate insights outperform their competitors by 85% in sales growth.
Fractional Insights Professionals to the Rescue
When departments do not have market researchers on staff or when employees do not have the time or expertise to execute market research projects and apply the learning to the business, fractional insights professionals can be the solution to ensure your business is not driving blind.
SIVO Fractional Research Capabilities
SIVO On Demand Talent team includes an extensive pool of Fractional Insights Professionals with years of experience and expertise across an array of industries such as CPG, healthcare, finance, technology, apparel and retail. You can rely on SIVO’s team of experts to collect high-quality data, provide an accurate interpretation of that data, and offer guidance on how to best utilize the insights learned. From managing a portion of a research project to full-service research design through insight application, SIVO helps clients make data-driven decisions and identify opportunities for growth.
We’d love to talk to you about how partnering with SIVO can eliminate guesswork and help your company drive positive results. Please contact us at Contact@SIVOInsights.com or request a discovery call from our website at SIVOInsights.com.
Every year, businesses face the same challenge: key research projects grind to a halt when insights professionals go on vacation. Deadlines can slip, stakeholder requests pile up, and business decisions get delayed, all because critical expertise isn’t available when it’s needed most.
For many teams, the choice is either overloading remaining staff (leading to problems like burnout) or putting projects on hold (risking lost momentum and missed opportunities). But there’s a better way.
Leading brands solve this problem by leveraging On Demand Market Research Talent—highly skilled, fractional insights professionals who step in seamlessly, ensuring that research initiatives keep moving, even when core team members are out. Whether planned months in advance or needed at the last minute, these experts keep insights flowing year-round without the cost or commitment of full-time hiring.
In this article, we’ll explore:
If your research team has ever struggled to keep up during vacation seasons, this is for you. Let’s dive in.
Insights teams (or their superiors) often assume they can absorb the impact of vacation gaps—but the reality is more disruptive than expected. When key insights professionals are out of office, projects stall, timelines get pushed, and business decisions are delayed. The ripple effect extends beyond just a temporary pause—it can create significant financial, operational, and strategic costs.
Insights don’t operate in isolation. When research is postponed due to staffing shortages, marketing campaigns, product launches, and strategic initiatives suffer. A postponed concept test could mean missing the ideal market entry window, and a delayed brand study could leave unanswered questions right when leadership needs clarity.
The default response to vacation gaps? Overloading remaining team members. This short-term fix often leads to long-term burnout, reducing productivity and increasing the likelihood of rushed, lower-quality insights. High-performing researchers need time to recharge, but when teams are stretched too thin, performance—and retention—suffers.
Even with strong documentation, there’s always implicit knowledge that only team members carry—research nuances, stakeholder preferences, and the context behind past decisions. When an insights pro steps away, this expertise temporarily disappears, forcing teams to either pause projects or make assumptions that may not align with prior research.
Insights teams thrive on being trusted advisors to the business, but when gaps in coverage lead to stalled projects or incomplete data, stakeholder confidence erodes. If leadership views the insights function as unreliable, they may turn to gut instinct over data-driven decision-making—undermining the very role of the Consumer Insights function.
The bottom line? Vacation gaps in insights teams aren’t just an inconvenience—they create costly disruptions that affect business performance. But there’s a way to avoid these risks while still ensuring that research professionals get the breaks they need.
Vacation gaps are inevitable—but research delays don’t have to be.
Vacation gaps are inevitable—but research delays don’t have to be. The key to maintaining momentum without burnout is having a strategy in place before gaps happen. Whether you’re proactively planning or scrambling for last-minute coverage, here’s how leading companies keep research running smoothly, even when key team members are away.
When key team members are out, the biggest risk is insights bottlenecks—studies stall, stakeholder questions pile up, and research deliverables get delayed. SIVO’s On-Demand Talent steps in seamlessly, ensuring business-critical work continues without disruption.
Certain projects can’t afford to pause just because someone is on vacation. Product launches, consumer deep dives, and ad testing require continuity and expert oversight.
Sometimes, vacation coverage isn’t planned—it’s needed last-minute. Whether it’s a sudden leave of absence or a forgotten PTO overlap, scrambling to fill gaps can lead to expensive delays.
Whether planned or unexpected, vacation gaps don’t have to slow down insights. With an On-Demand Talent strategy in place, businesses stay ahead of potential disruptions—avoiding last-minute scrambles and keeping research moving seamlessly year-round.
Leading companies plan ahead—or react quickly—with On-Demand Talent, ensuring no critical work falls through the cracks that can impact the organization. Here’s how organizations leverage fractional insights pros to bridge gaps and keep research running smoothly:
Scenario 1: A national CPG company has ongoing brand equity tracking and ad testing, but their Senior Consumer Insights Manager was heading out for a month-long vacation.
Without coverage, research timelines would have slipped, and stakeholder meetings would have lacked fresh insights. Instead, the company brought in an On-Demand Consumer Insights Strategist to manage the process, ensuring:
This proactive approach prevented research bottlenecks and decision-making gaps, keeping the business moving.
Scenario 2: A global food & beverage company had a new product launch scheduled—but their Head of Consumer Insights and two key team members had overlapping PTO.
With final-stage concept testing still underway and last-minute adjustments needed for packaging and claims, the company faced a potential launch delay. Instead of postponing, they brought in a fractional Insights Lead to:
ODT gave them specialized expertise exactly when they needed it, ensuring no compromises in research quality or speed.
Scenario 3: A leading technology brand was in the middle of a competitive landscape study when an unexpected leave of absence left their insights team short-staffed.
Rather than overloading remaining team members or pressing pause on critical work, they:
With rapid-response talent placement, the company avoided research disruptions and kept its competitive intelligence up to date.
Scenario 4: A major retailer had a busy summer innovation pipeline, but multiple insights pros were out on PTO at the same time.
Rather than pausing consumer co-creation sessions and delaying concept testing, they used On-Demand Talent to:
With fractional insights experts seamlessly filling gaps, the company stayed on schedule without sacrificing research quality.
Whether you plan ahead or need urgent support, On-Demand Talent ensures your research stays on track—so your team can take time off without work grinding to a halt.
By leveraging fractional insights professionals, companies can prevent last-minute scrambles, reduce the risk of missed deadlines, and maintain research momentum year-round.
So, how do you avoid research slowdowns when your team is out? And if you’re already facing an urgent coverage issue, what’s the best way to bridge the gap without scrambling?Let’s break it down.
Businesses plan for financial forecasts, marketing campaigns, and supply chain logistics months in advance. Yet, many insights teams still treat PTO gaps as an inevitable issue. The key is building vacation coverage into your annual research strategy so that insights continue flowing, no matter the time of year. Some things you can do:
Planning ahead prevents vacation gaps from becoming business roadblocks. But what if PTO conflicts weren’t anticipated—and now key insights work is at risk of falling behind?
Even with careful planning, unexpected gaps happen. A last-minute PTO request, overlapping team absences, or an urgent business need can leave insights teams short-staffed at critical moments. If you’re already dealing with a research gap, here’s how to minimize disruption fast:
As companies seek more efficiency, many turn to AI-powered research tools to bridge staffing gaps. While AI can be a valuable support system, it has clear limitations that make it an unreliable substitute for expert insights professionals—especially when high-stakes decisions are involved.
For instance, AI is great at surfacing data but doesn’t interpret nuances, human motivations, or cultural relevance—leading to misaligned insights. AI models also (unfortunately) inherit biases from training data, which can skew results if not carefully reviewed and adjusted by human experts. Additionally, executives rely on strategic recommendations, not just raw data—AI lacks the credibility and business acumen needed to drive stakeholder decisions.
If you’re considering using AI to fill vacation coverage gaps for your research team, keep in mind that the more tools you introduce, the more training your team will require. This can actually take more time away from employees rather than increasing productivity—especially for short-term needs like a vacation fill. What seems like an easy solution can quickly turn into a time-consuming distraction, creating more inefficiencies rather than solving the original problem.
When critical insights projects can’t wait, finding temporary research experts quickly is essential. So, where can businesses turn for immediate, high-quality research support?
Many organizations look to freelance platforms and consulting firms, but these often require lengthy onboarding or lack the industry expertise needed for specialized research roles. Others attempt to redistribute workloads internally, which can lead to inefficiencies and overburdened teams.
A more effective approach is tapping into pre-vetted insights professionals (like ODT) who can integrate quickly, understand complex research needs, and keep projects moving without disruption. Whether covering for a planned PTO or responding to an unexpected gap, having a flexible resourcing strategy ensures that insights teams can maintain momentum—without last-minute scrambles or overburdening internal staff.
At SIVO, we provide businesses with flexible, on-demand insights talent to keep research initiatives moving—no matter the challenge. Whether you need short-term vacation coverage, interim leadership, or specialized expertise for a critical project, we place senior-level insights professionals within days.
Don’t let research slow down when key insight team members are out for vacation. Let’s talk:
contact@sivoinsights.com | www.sivoinsights.com/on-demand-talent-management/
SIVO Insights brings together research, talent, and intelligent technology to help organizations navigate complexity with confidence. Have a business challenge? Let's talk!
We bring together research, talent, and intelligent technology to help organizations navigate complexity with confidence
