gretpryt

B2B research guidebook

Two researchers conducting a structured B2B customer interview

Chapter 01

Customer interview protocols that respect the buyer’s mind

A protocol is not a script to force answers. It is a disciplined sequence that keeps gretpryt researchers curious, comparable across sessions, and honest about what they still do not know.

Why protocols beat improvisation

Improvised interviews feel warm and often produce charming stories that cannot be compared. gretpryt’s protocol approach standardizes the spine of the conversation — context, recent purchase journey, alternatives considered, internal politics, and residual doubt — while leaving room for live listening. Comparability is how you later perform qualitative pattern synthesis without inventing a theme from one charismatic speaker.

Recruiting sits upstream of craft. If you only interview happy customers who volunteered for a case study, you will hear loyalty narratives. Balance current customers, lost deals, and evaluators who chose a competitor. Document role, company stage, and buying role so later readers know whose voice they are hearing.

Opening frames that reduce performance

Begin by stating purpose without pitching: you are studying how decisions unfold in this category, not auditing their team. Ask for a recent concrete episode — a renewal, an RFP, a stalled evaluation — rather than “what do you value.” Episode questions pull people into memory; value questions pull them into brand theater.

Claude-style follow-ups treat interesting phrases as doors. When someone says “we needed something enterprise-ready,” ask what broke last time, who used that phrase first, and what evidence would have changed the committee’s mind. The claude habit is to challenge soft nouns until they become scenes.

Probe ladders without leading

  1. Surface the claim in their words.
  2. Ask for the last time it mattered.
  3. Map who else had to agree.
  4. Name the moment confidence rose or fell.
  5. Ask what they still wish they had known.

Never offer your positioning as a multiple-choice option mid-interview. That is how research becomes a confirmation machine. Save language testing for later workshops described in positioning synthesis.

A good interview ends with sharper questions than it started with — not with a slide-ready quote.

Recording, consent, and notes

For U.S. B2B work, obtain clear consent for recording and explain how notes will be used. Capture verbatim phrases that sound like category language — those become raw material for positioning. Separate observation (“they paused before naming price”) from interpretation (“price sensitivity”). gretpryt’s glossary defines that distinction under observation versus inference.

From interview to next research move

After three to five sessions, pause. Do not wait for a mythical sample size that “proves” a market. Look for repeating friction and conflicting stories. Then decide whether you need more interviews, touchpoint observation, or a synthesis workshop. Continue with purchase decision friction when hesitation themes dominate the notes.

Continue the field path

Map who sits in the buying room, then study how friction shows up between first interest and signed order.