In this episode, I’m talking about how customer roundtables can help you understand what your audience really wants and create clearer, more effective messaging. I walk you through the six steps for running a successful roundtable, from choosing the right people and using a pre-roundtable survey to creating a safe space for honest conversations.
I also explain how to use anonymous polls and open-ended questions to uncover your customers’ goals, frustrations, challenges, and the language they naturally use. Finally, I share how you can use the transcript, chat, and poll data with AI to turn these insights into messaging that speaks directly to your ideal customers.
3 Key Takeaways
- Get the Right People in the Room
The quality of the information you get from a roundtable depends on having the right people involved. Be specific about who you want to hear from and focus on people who match your ideal customer, even if that means having a smaller group. You can invite people through your email list, social media, or personal outreach, and the goal is to have a handful of genuinely relevant people rather than a large group that doesn't fit your audience.
- Create a Safe Space for Honest Conversations
A successful roundtable isn't about pitching your offer or proving your expertise. Set clear rules from the beginning so people know the conversation is confidential, there are no wrong answers, and there will be no selling. Using anonymous polls can also give people a way to share their thoughts if they aren't comfortable speaking openly. Creating this safe environment makes it much easier for people to share what they genuinely think and feel.
- Turn Customer Conversations Into Better Messaging
The real value of a roundtable comes from listening carefully to what your customers say in their own words. Use a mix of open-ended questions and anonymous polls to uncover their goals, frustrations, fears, aspirations, and the language they naturally use. Afterwards, you can use the recording transcript, chat, and poll results to identify patterns and use AI to help analyse the information. This gives you a much clearer understanding of your customers and can help you create messaging that speaks directly to what they actually want and need.
LINKS TO RESOURCES MENTIONED IN TODAY’S EPISODE
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