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source-guides.md

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1# Customer Research — Source Guides
2
3Detailed, source-by-source playbooks for gathering customer intelligence from online watering holes.
4
5---
6

Customer Research — Source Guides

Detailed, source-by-source playbooks for gathering customer intelligence from online watering holes.


Raw lines 1 to 6
7## Reddit Research
8

Reddit Research

Raw lines 7 to 8
9### Finding the Right Subreddits
11Start by identifying where your ICP spends time, not where your product is discussed.
13**Discovery methods:**
14- Search `site:reddit.com "[job title] tools"` or `site:reddit.com "[problem category] software"`
15- Use [subreddit search tools](https://www.reddit.com/subreddits/search) with problem-space keywords
16- Look at what subreddits show up in Google results when you search ICP problems
17- Check what subreddits competitors' customers mention in reviews
19**Common high-value subreddits by category:**
20- B2B SaaS: r/sales, r/marketing, r/entrepreneur, r/startups, r/smallbusiness
21- Dev tools: r/programming, r/devops, r/webdev, r/cscareerquestions
22- Analytics/data: r/analytics, r/dataengineering, r/BusinessIntelligence
23- Marketing: r/PPC, r/SEO, r/emailmarketing, r/content_marketing
24- HR/recruiting: r/recruiting, r/humanresources, r/jobs
25- Finance/ops: r/accounting, r/financialplanning, r/projectmanagement

Finding the Right Subreddits

Start by identifying where your ICP spends time, not where your product is discussed.

Discovery methods:

  • Search site:reddit.com "[job title] tools" or site:reddit.com "[problem category] software"
  • Use subreddit search tools with problem-space keywords
  • Look at what subreddits show up in Google results when you search ICP problems
  • Check what subreddits competitors' customers mention in reviews

Common high-value subreddits by category:

  • B2B SaaS: r/sales, r/marketing, r/entrepreneur, r/startups, r/smallbusiness
  • Dev tools: r/programming, r/devops, r/webdev, r/cscareerquestions
  • Analytics/data: r/analytics, r/dataengineering, r/BusinessIntelligence
  • Marketing: r/PPC, r/SEO, r/emailmarketing, r/content_marketing
  • HR/recruiting: r/recruiting, r/humanresources, r/jobs
  • Finance/ops: r/accounting, r/financialplanning, r/projectmanagement
Raw lines 9 to 26
27### Search Operators
29```
30site:reddit.com/r/[subreddit] "[keyword]"
31site:reddit.com "[problem]" "recommend" OR "suggestion" OR "alternative"
32site:reddit.com "[competitor name]" "vs" OR "alternative" OR "switched"
33```

Search Operators

site:reddit.com/r/[subreddit] "[keyword]"
site:reddit.com "[problem]" "recommend" OR "suggestion" OR "alternative"
site:reddit.com "[competitor name]" "vs" OR "alternative" OR "switched"
Raw lines 27 to 34
35### What to Look For
37**High-signal post types:**
38- "What tools do you use for X?" → reveals alternatives and vocab
39- "Frustrated with [competitor], looking for alternatives" → reveals pain and switching triggers
40- "How do you handle X?" → reveals workflow and workarounds
41- "Is [your category] worth it?" → reveals objections and evaluation criteria
42- Complaint threads about competitors → reveals gaps you might fill
44**What to extract:**
45- The exact problem described in the post
46- Top-voted solutions (what do practitioners actually recommend?)
47- Complaints about existing solutions in comments
48- The language used — note specific words and phrases
49- Upvote patterns — consensus vs. controversy

What to Look For

High-signal post types:

  • "What tools do you use for X?" → reveals alternatives and vocab
  • "Frustrated with [competitor], looking for alternatives" → reveals pain and switching triggers
  • "How do you handle X?" → reveals workflow and workarounds
  • "Is [your category] worth it?" → reveals objections and evaluation criteria
  • Complaint threads about competitors → reveals gaps you might fill

What to extract:

  • The exact problem described in the post
  • Top-voted solutions (what do practitioners actually recommend?)
  • Complaints about existing solutions in comments
  • The language used — note specific words and phrases
  • Upvote patterns — consensus vs. controversy
Raw lines 35 to 50
51### Tools
52- Reddit's native search (limited but fast)
53- Google: `site:reddit.com [query]` (better results)
54- Pullpush.io — search archived Reddit posts (good for older threads)
56---

Tools

  • Reddit's native search (limited but fast)
  • Google: site:reddit.com [query] (better results)
  • Pullpush.io — search archived Reddit posts (good for older threads)

Raw lines 51 to 57
58## G2 and Review Site Mining

G2 and Review Site Mining

Raw lines 58 to 59
60### Your Own Product Reviews
62Read in this order for maximum signal:
641. **3-star reviews** — these are the most honest. Customer liked it enough to stay but felt something was missing.
652. **1-star reviews** — understand the failure modes. Separate product issues from support/onboarding issues.
663. **5-star reviews** — extract the "what they love" language. These are your proof points.
674. **4-star reviews** — often contain "the only thing I wish…" buried in praise.
69**What to extract:**
70- What they say they use it *for* (the job to be done)
71- What they say is hardest or most frustrating
72- What they compare it to ("coming from [X]", "better than [Y]")
73- Industry and role signals in reviewer profiles

Your Own Product Reviews

Read in this order for maximum signal:

  1. 3-star reviews — these are the most honest. Customer liked it enough to stay but felt something was missing.
  2. 1-star reviews — understand the failure modes. Separate product issues from support/onboarding issues.
  3. 5-star reviews — extract the "what they love" language. These are your proof points.
  4. 4-star reviews — often contain "the only thing I wish…" buried in praise.

What to extract:

  • What they say they use it for (the job to be done)
  • What they say is hardest or most frustrating
  • What they compare it to ("coming from [X]", "better than [Y]")
  • Industry and role signals in reviewer profiles
Raw lines 60 to 74
75### Competitor Reviews on G2
77The 4-star competitor reviews are gold — customers who like the product but still have complaints.
79**G2 structure to exploit:**
80- "What do you like best?" → their strengths (your battlecard intel)
81- "What do you dislike?" → their weaknesses (your opportunities)
82- "What problems are you solving?" → the job to be done
84**Capterra** has similar structure. **Trustpilot** skews B2C. **AppSumo** reviews are useful for SMB/prosumer SaaS.

Competitor Reviews on G2

The 4-star competitor reviews are gold — customers who like the product but still have complaints.

G2 structure to exploit:

  • "What do you like best?" → their strengths (your battlecard intel)
  • "What do you dislike?" → their weaknesses (your opportunities)
  • "What problems are you solving?" → the job to be done

Capterra has similar structure. Trustpilot skews B2C. AppSumo reviews are useful for SMB/prosumer SaaS.

Raw lines 75 to 85
86### Review Mining Template
88For each competitor's 4-star reviews, extract:
90| Category | Notes |
91|----------|-------|
92| Job to be done | Why do they use the product? |
93| Top praise | What do they love (and might be hard for you to match)? |
94| Top complaint | What frustrates them? |
95| Switching context | Did they mention switching from something else? |
96| Unmet need | "I wish it could…" or "It would be better if…" |
98---

Review Mining Template

For each competitor's 4-star reviews, extract:

CategoryNotes
Job to be doneWhy do they use the product?
Top praiseWhat do they love (and might be hard for you to match)?
Top complaintWhat frustrates them?
Switching contextDid they mention switching from something else?
Unmet need"I wish it could…" or "It would be better if…"

Raw lines 86 to 99
100## Indie Hackers and Product Hunt

Indie Hackers and Product Hunt

Raw lines 100 to 101
102### Indie Hackers
104Strong signal for founder/builder/SMB ICP.
106**Where to look:**
107- "Ask IH" posts: questions about problems your product solves
108- Milestone posts: when founders describe their stack, they reveal tool preferences and pain
109- Comment threads on product launches in your category
111**Search:** `site:indiehackers.com "[problem]"` or use IH's native search.

Indie Hackers

Strong signal for founder/builder/SMB ICP.

Where to look:

  • "Ask IH" posts: questions about problems your product solves
  • Milestone posts: when founders describe their stack, they reveal tool preferences and pain
  • Comment threads on product launches in your category

Search: site:indiehackers.com "[problem]" or use IH's native search.

Raw lines 102 to 112
113### Product Hunt
115**Discussion tabs** on competing products are a research goldmine:
116- Questions asked = pre-sales concerns = objections
117- Comments = early adopter reactions = leading indicators of reception
118- "Alternatives to X" collections reveal the competitive landscape as users see it
120---

Product Hunt

Discussion tabs on competing products are a research goldmine:

  • Questions asked = pre-sales concerns = objections
  • Comments = early adopter reactions = leading indicators of reception
  • "Alternatives to X" collections reveal the competitive landscape as users see it

Raw lines 113 to 121
122## Hacker News
124Strong signal for technical/developer ICP. Skews toward builders and skeptics.
126**High-value searches:**
127- `site:news.ycombinator.com "[competitor or category]"`
128- HN "Ask HN: best tools for X" threads
129- "Show HN" posts for competitors — read the skeptical comments
131**What's different about HN:**
132- Users are more likely to critique underlying architecture and business model
133- Strong opinions about pricing models (especially anything subscription-based)
134- First principles objections you might not hear elsewhere
136---

Hacker News

Strong signal for technical/developer ICP. Skews toward builders and skeptics.

High-value searches:

  • site:news.ycombinator.com "[competitor or category]"
  • HN "Ask HN: best tools for X" threads
  • "Show HN" posts for competitors — read the skeptical comments

What's different about HN:

  • Users are more likely to critique underlying architecture and business model
  • Strong opinions about pricing models (especially anything subscription-based)
  • First principles objections you might not hear elsewhere

Raw lines 122 to 137
138## LinkedIn Research

LinkedIn Research

Raw lines 138 to 139
140### Posts and Comments
142Search for posts by practitioners describing their workflows:
143- "[Role] at [company size]" + problem keyword
144- "We used to [old way] but now we [new way]" stories
145- Posts asking for tool recommendations get comments from active buyers

Posts and Comments

Search for posts by practitioners describing their workflows:

  • "[Role] at [company size]" + problem keyword
  • "We used to [old way] but now we [new way]" stories
  • Posts asking for tool recommendations get comments from active buyers
Raw lines 140 to 146
147### Job Postings
149A job posting is a company's admission of a pain point.
151**What to look for:**
152- What tools are listed as "nice to have" vs. "required"? (reveals stack and adjacent tools)
153- What metrics and outcomes are mentioned in the role description?
154- What does the role spend most of its time doing? (reveals the job to be done)
156**Search:** `site:linkedin.com/jobs "[role title]" "[relevant tool or category]"`
158---

Job Postings

A job posting is a company's admission of a pain point.

What to look for:

  • What tools are listed as "nice to have" vs. "required"? (reveals stack and adjacent tools)
  • What metrics and outcomes are mentioned in the role description?
  • What does the role spend most of its time doing? (reveals the job to be done)

Search: site:linkedin.com/jobs "[role title]" "[relevant tool or category]"


Raw lines 147 to 159
160## YouTube Comments

YouTube Comments

Raw lines 160 to 161
162### Finding High-Signal Videos
164- Tutorial videos for problems your product solves
165- "Best tools for X in [year]" roundup videos
166- Competitor product demos and walkthroughs
168**What to look for in comments:**
169- "Does this work for [specific use case]?" → edge cases and unmet needs
170- "I tried this but…" → failure points
171- "What about [competitor]?" → active evaluation
172- Timestamps with questions → confusion points in the workflow
174---

Finding High-Signal Videos

  • Tutorial videos for problems your product solves
  • "Best tools for X in [year]" roundup videos
  • Competitor product demos and walkthroughs

What to look for in comments:

  • "Does this work for [specific use case]?" → edge cases and unmet needs
  • "I tried this but…" → failure points
  • "What about [competitor]?" → active evaluation
  • Timestamps with questions → confusion points in the workflow

Raw lines 162 to 175
176## Twitter / X Research

Twitter / X Research

Raw lines 176 to 177
178### Search Operators
180```
181"[competitor]" -filter:replies min_faves:10
182"[problem keyword]" "anyone know" OR "recommend" OR "alternative"
183"[category] is broken" OR "frustrated with [category]"
184```

Search Operators

"[competitor]" -filter:replies min_faves:10
"[problem keyword]" "anyone know" OR "recommend" OR "alternative"
"[category] is broken" OR "frustrated with [category]"
Raw lines 178 to 185
186### What to Find
188- Real-time complaints about competitors
189- Practitioners discussing their stack
190- Influencers/thought leaders your ICP follows (useful for distribution)
192---

What to Find

  • Real-time complaints about competitors
  • Practitioners discussing their stack
  • Influencers/thought leaders your ICP follows (useful for distribution)

Raw lines 186 to 193
194## Blog Post and Forum Research

Blog Post and Forum Research

Raw lines 194 to 195
196### Comparison Content
198Google: `"[competitor 1] vs [competitor 2]"` or `"best [category] software [year]"`
200Read the comments on these posts — people who find comparison content are actively evaluating. Their comments are questions your sales process should answer.

Comparison Content

Google: "[competitor 1] vs [competitor 2]" or "best [category] software [year]"

Read the comments on these posts — people who find comparison content are actively evaluating. Their comments are questions your sales process should answer.

Raw lines 196 to 201
202### Niche Communities
204- **Slack communities**: Many industries have public or semi-public Slack groups. Search "[industry] Slack community".
205- **Discord servers**: Growing for developer and creator communities.
206- **Facebook Groups**: Still strong for SMB, e-commerce, agency, and coach/consultant ICP.
207- **Circle/Mighty Networks communities**: Check if there are paid communities in your ICP's space.
209---

Niche Communities

  • Slack communities: Many industries have public or semi-public Slack groups. Search "[industry] Slack community".
  • Discord servers: Growing for developer and creator communities.
  • Facebook Groups: Still strong for SMB, e-commerce, agency, and coach/consultant ICP.
  • Circle/Mighty Networks communities: Check if there are paid communities in your ICP's space.

Raw lines 202 to 210
211## B2C and Consumer App Research
213B2C research requires different sources than B2B SaaS. Consumer buyers don't congregate on LinkedIn or G2 — they leave traces in app stores, social media, and communities built around the activity your product serves.

B2C and Consumer App Research

B2C research requires different sources than B2B SaaS. Consumer buyers don't congregate on LinkedIn or G2 — they leave traces in app stores, social media, and communities built around the activity your product serves.

Raw lines 211 to 214
215### App Store Reviews (iOS App Store / Google Play)
217One of the richest unfiltered sources for mobile/consumer products.
219**Read in this order:**
2201. **1-2 star reviews** — failure modes, unmet expectations, frustration peaks
2212. **3-star reviews** — honest tradeoffs and "it's good but…" feedback
2223. **5-star reviews** — what they love in their own words (proof points and positioning)
224**What to extract:**
225- What job they hired the app to do ("I use this to…")
226- The moment it stopped working for them
227- What they compared it to or switched from
228- Emotional language — "I love how…", "I'm so frustrated that…"
230**Search tip:** Sort by "Most Recent" to get fresh signal, then "Most Critical" for pain themes.

App Store Reviews (iOS App Store / Google Play)

One of the richest unfiltered sources for mobile/consumer products.

Read in this order:

  1. 1-2 star reviews — failure modes, unmet expectations, frustration peaks
  2. 3-star reviews — honest tradeoffs and "it's good but…" feedback
  3. 5-star reviews — what they love in their own words (proof points and positioning)

What to extract:

  • What job they hired the app to do ("I use this to…")
  • The moment it stopped working for them
  • What they compared it to or switched from
  • Emotional language — "I love how…", "I'm so frustrated that…"

Search tip: Sort by "Most Recent" to get fresh signal, then "Most Critical" for pain themes.

Raw lines 215 to 231
232### Amazon Reviews (for physical products or software with Amazon presence)
234Same priority order as app stores: 3-star reviews first.
236**G2 analog for consumer SaaS**: Trustpilot, Sitejabber, and product-specific review aggregators.

Amazon Reviews (for physical products or software with Amazon presence)

Same priority order as app stores: 3-star reviews first.

G2 analog for consumer SaaS: Trustpilot, Sitejabber, and product-specific review aggregators.

Raw lines 232 to 237
238### Reddit Consumer Communities
240B2C Reddit is highly vertical — go to the hobby/lifestyle subreddit, not the general ones.
242**Examples by product type:**
243- Fitness apps: r/running, r/loseit, r/fitness, r/MyFitnessPal
244- Personal finance: r/personalfinance, r/financialindependence, r/ynab
245- Productivity/notes: r/productivity, r/Notion, r/ObsidianMD
246- Travel: r/travel, r/solotravel, r/digitalnomad
247- Parenting: r/Parenting, r/beyondthebump, r/daddit
249**Search pattern:** `site:reddit.com/r/[community] "[app name OR problem]"`

Reddit Consumer Communities

B2C Reddit is highly vertical — go to the hobby/lifestyle subreddit, not the general ones.

Examples by product type:

  • Fitness apps: r/running, r/loseit, r/fitness, r/MyFitnessPal
  • Personal finance: r/personalfinance, r/financialindependence, r/ynab
  • Productivity/notes: r/productivity, r/Notion, r/ObsidianMD
  • Travel: r/travel, r/solotravel, r/digitalnomad
  • Parenting: r/Parenting, r/beyondthebump, r/daddit

Search pattern: site:reddit.com/r/[community] "[app name OR problem]"

Raw lines 238 to 250
251### TikTok and Instagram Comments
253High-signal for consumer products with visual/lifestyle appeal.
255**How to find signal:**
256- Search TikTok for "[product name] review" or "is [product] worth it"
257- Watch the top 5-10 videos; read ALL comments — not just likes
258- On Instagram, check tagged posts from real users (not brand posts)
260**What to extract:**
261- Questions in comments = unmet needs or unclear positioning
262- "Does this work for…?" = jobs they want to hire it for
263- "I switched from X" comments = switching triggers
264- Complaints about price, missing features, or broken promises

TikTok and Instagram Comments

High-signal for consumer products with visual/lifestyle appeal.

How to find signal:

  • Search TikTok for "[product name] review" or "is [product] worth it"
  • Watch the top 5-10 videos; read ALL comments — not just likes
  • On Instagram, check tagged posts from real users (not brand posts)

What to extract:

  • Questions in comments = unmet needs or unclear positioning
  • "Does this work for…?" = jobs they want to hire it for
  • "I switched from X" comments = switching triggers
  • Complaints about price, missing features, or broken promises
Raw lines 251 to 265
266### YouTube Comments (Consumer)
268Same approach as B2B but different video types:
270- "X app honest review" or "X app after 6 months"
271- "Best [category] apps [year]" comparison videos
272- Unboxing or "setup" videos for hardware/physical products
274Comments on review videos are especially valuable — these are people actively in the consideration phase.

YouTube Comments (Consumer)

Same approach as B2B but different video types:

  • "X app honest review" or "X app after 6 months"
  • "Best [category] apps [year]" comparison videos
  • Unboxing or "setup" videos for hardware/physical products

Comments on review videos are especially valuable — these are people actively in the consideration phase.

Raw lines 266 to 275
276### Consumer Community Platforms
278- **Facebook Groups**: Still dominant for many consumer verticals (parenting, fitness, local services, hobbies)
279- **Discord servers**: Growing for gaming, creator tools, productivity, crypto, lifestyle communities
280- **Nextdoor**: Useful for local service businesses
281- **Quora**: Long-form questions reveal decision anxiety and evaluation criteria
283---

Consumer Community Platforms

  • Facebook Groups: Still dominant for many consumer verticals (parenting, fitness, local services, hobbies)
  • Discord servers: Growing for gaming, creator tools, productivity, crypto, lifestyle communities
  • Nextdoor: Useful for local service businesses
  • Quora: Long-form questions reveal decision anxiety and evaluation criteria

Raw lines 276 to 284
285## SparkToro (Audience Intelligence)
287SparkToro is a behavioral audience research tool. Instead of mining individual posts and comments, it aggregates clickstream, search, and social data to show what your audience does at scale — what they read, watch, listen to, follow, and search for.

SparkToro (Audience Intelligence)

SparkToro is a behavioral audience research tool. Instead of mining individual posts and comments, it aggregates clickstream, search, and social data to show what your audience does at scale — what they read, watch, listen to, follow, and search for.

Raw lines 285 to 288
289### When to Use SparkToro vs. Manual Research
291- **SparkToro first** when you need to understand where your ICP spends time, what content they consume, and which influencers they follow — it answers these questions in seconds with aggregated data
292- **Manual research first** (Reddit, G2, communities) when you need raw language, exact quotes, emotional context, and the "why" behind behavior
293- **Best together**: Use SparkToro to identify which podcasts, subreddits, and websites matter, then go mine those sources manually for voice-of-customer language

When to Use SparkToro vs. Manual Research

  • SparkToro first when you need to understand where your ICP spends time, what content they consume, and which influencers they follow — it answers these questions in seconds with aggregated data
  • Manual research first (Reddit, G2, communities) when you need raw language, exact quotes, emotional context, and the "why" behind behavior
  • Best together: Use SparkToro to identify which podcasts, subreddits, and websites matter, then go mine those sources manually for voice-of-customer language
Raw lines 289 to 294
295### Key Queries to Run
297**By competitor:**
298- "People who follow @competitor" — reveals shared audience affinities
299- "People who visit competitor.com" — shows what else they consume
301**By audience description:**
302- "People who frequently talk about [topic]" — finds audience behaviors
303- "People whose bio contains [job title]" — profiles a role-based segment
305**By your own audience:**
306- "People who visit yourdomain.com" — understand your actual audience
307- Compare against competitor audience profiles to find gaps

Key Queries to Run

By competitor:

  • "People who follow @competitor" — reveals shared audience affinities
  • "People who visit competitor.com" — shows what else they consume

By audience description:

  • "People who frequently talk about [topic]" — finds audience behaviors
  • "People whose bio contains [job title]" — profiles a role-based segment

By your own audience:

  • "People who visit yourdomain.com" — understand your actual audience
  • Compare against competitor audience profiles to find gaps
Raw lines 295 to 308
309### What to Extract
311| Data Type | What It Tells You | Use It For |
312|-----------|------------------|------------|
313| Top websites visited | Where your audience reads | Content partnerships, guest posting targets |
314| Top podcasts | What they listen to | Podcast guesting, sponsorship decisions |
315| Top YouTube channels | What they watch | Video content strategy, ad placements |
316| Top subreddits | Where they discuss | Community participation, Reddit ad targeting |
317| Search keywords | What they Google | SEO and content topic planning |
318| AI prompt topics | What they ask AI tools | Emerging content opportunities |
319| Social accounts followed | Who influences them | Influencer partnerships, co-marketing |
320| Demographics | Who they are | Persona building, ad targeting |

What to Extract

Data TypeWhat It Tells YouUse It For
Top websites visitedWhere your audience readsContent partnerships, guest posting targets
Top podcastsWhat they listen toPodcast guesting, sponsorship decisions
Top YouTube channelsWhat they watchVideo content strategy, ad placements
Top subredditsWhere they discussCommunity participation, Reddit ad targeting
Search keywordsWhat they GoogleSEO and content topic planning
AI prompt topicsWhat they ask AI toolsEmerging content opportunities
Social accounts followedWho influences themInfluencer partnerships, co-marketing
DemographicsWho they arePersona building, ad targeting
Raw lines 309 to 321
322### Source Weighting
324SparkToro data is aggregated and anonymized — it shows patterns, not individual opinions. Treat it as:
325- **High confidence** for behavioral data (what they visit, follow, search for)
326- **Medium confidence** for demographic data (self-reported, may be incomplete)
327- **Not a substitute** for qualitative research (doesn't capture language, emotions, or the "why")

Source Weighting

SparkToro data is aggregated and anonymized — it shows patterns, not individual opinions. Treat it as:

  • High confidence for behavioral data (what they visit, follow, search for)
  • Medium confidence for demographic data (self-reported, may be incomplete)
  • Not a substitute for qualitative research (doesn't capture language, emotions, or the "why")
Raw lines 322 to 328
329### Limitations
331- Free tier: 5 reports/month, shallow results (top 5–10)
332- No public API — all research done through web interface
333- Skews English-language, US-centric
334- Shows what audiences do, not why — pair with qualitative sources
336See [tools/integrations/sparktoro.md](https://github.com/coreyhaines31/marketingskills/blob/main/tools/integrations/sparktoro.md) for full tool details and pricing.
338---

Limitations

  • Free tier: 5 reports/month, shallow results (top 5–10)
  • No public API — all research done through web interface
  • Skews English-language, US-centric
  • Shows what audiences do, not why — pair with qualitative sources

See tools/integrations/sparktoro.md for full tool details and pricing.


Raw lines 329 to 339
340## Organizing Your Research
342Use a simple tagging system across all sources:
344| Tag | Meaning |
345|-----|---------|
346| `#pain` | A problem or frustration |
347| `#trigger` | An event that prompted the search |
348| `#outcome` | What success looks like |
349| `#language` | Exact phrases worth using in copy |
350| `#alternative` | Another solution they considered or use |
351| `#objection` | Reason to hesitate or not buy |
352| `#competitor` | Anything about a competing product |
354Keep a running doc with columns: Source | Date | Quote | Tags | Notes
356After 20-30 entries, patterns will emerge. Look for quotes that appear in multiple unrelated sources — those are your highest-confidence insights.
358---

Organizing Your Research

Use a simple tagging system across all sources:

TagMeaning
#painA problem or frustration
#triggerAn event that prompted the search
#outcomeWhat success looks like
#languageExact phrases worth using in copy
#alternativeAnother solution they considered or use
#objectionReason to hesitate or not buy
#competitorAnything about a competing product

Keep a running doc with columns: Source | Date | Quote | Tags | Notes

After 20-30 entries, patterns will emerge. Look for quotes that appear in multiple unrelated sources — those are your highest-confidence insights.


Raw lines 340 to 359
360## Source Reliability and Confidence Scoring
362Not all sources carry equal weight. Use this guide when assigning confidence labels.

Source Reliability and Confidence Scoring

Not all sources carry equal weight. Use this guide when assigning confidence labels.

Raw lines 360 to 363
364### Source Weighting
366| Source | Signal Strength | Bias to Note |
367|--------|----------------|--------------|
368| Customer interviews (unprompted) | Very high | Small sample; selection bias toward engaged customers |
369| Win/loss interviews | High | Recent memory only; rationalization common |
370| App store / G2 reviews | High | Skews toward strong opinions (love or hate) |
371| Reddit / community posts | Medium-high | Skews technical, skeptical, vocal minorities |
372| Support tickets | Medium | Skews toward problems; silent majority not represented |
373| Survey (open-ended) | Medium | Primed by question framing |
374| Survey (multiple choice) | Low-medium | Artifacts of the options you provided |
375| NPS verbatims | Medium | Correlates with score; prompted by the survey moment |
376| YouTube/TikTok comments | Medium | Skews toward engaged viewers; social performance |
377| SparkToro audience data | Medium-high | Aggregated behavioral data; strong for "what" but not "why" |
378| Job postings | Low-medium | Aspirational, not necessarily reflective of current pain |

Source Weighting

SourceSignal StrengthBias to Note
Customer interviews (unprompted)Very highSmall sample; selection bias toward engaged customers
Win/loss interviewsHighRecent memory only; rationalization common
App store / G2 reviewsHighSkews toward strong opinions (love or hate)
Reddit / community postsMedium-highSkews technical, skeptical, vocal minorities
Support ticketsMediumSkews toward problems; silent majority not represented
Survey (open-ended)MediumPrimed by question framing
Survey (multiple choice)Low-mediumArtifacts of the options you provided
NPS verbatimsMediumCorrelates with score; prompted by the survey moment
YouTube/TikTok commentsMediumSkews toward engaged viewers; social performance
SparkToro audience dataMedium-highAggregated behavioral data; strong for "what" but not "why"
Job postingsLow-mediumAspirational, not necessarily reflective of current pain
Raw lines 364 to 379
380### Confidence Labels in Practice
382When presenting insights, lead with confidence:
384```
385[HIGH CONFIDENCE] Customers feel overwhelmed by manual reporting — appears in 12 of 20 interviews,
3864 Reddit threads, and is the #1 complaint in 3-star G2 reviews. Consistent across SMB and mid-market.
388[MEDIUM CONFIDENCE] Customers compare us to spreadsheets more than to direct competitors —
389mentioned in 6 interviews and 3 Reddit threads, but not yet seen in review data.
391[LOW CONFIDENCE] Enterprise buyers may have procurement concerns — mentioned by 2 interviewees
392from companies 500+. Needs more signal before acting on it.
393```

Confidence Labels in Practice

When presenting insights, lead with confidence:

[HIGH CONFIDENCE] Customers feel overwhelmed by manual reporting — appears in 12 of 20 interviews,
4 Reddit threads, and is the #1 complaint in 3-star G2 reviews. Consistent across SMB and mid-market.

[MEDIUM CONFIDENCE] Customers compare us to spreadsheets more than to direct competitors —
mentioned in 6 interviews and 3 Reddit threads, but not yet seen in review data.

[LOW CONFIDENCE] Enterprise buyers may have procurement concerns — mentioned by 2 interviewees
from companies 500+. Needs more signal before acting on it.
Raw lines 380 to 394
395### Recency Window
397- **Use as primary source**: Data from the last 12 months
398- **Use with caution**: 12-24 months (product and market may have shifted)
399- **Use only for baseline context**: 2+ years old
401When a theme appears consistently across old and new data, that's a durable signal worth acting on.

Recency Window

  • Use as primary source: Data from the last 12 months
  • Use with caution: 12-24 months (product and market may have shifted)
  • Use only for baseline context: 2+ years old

When a theme appears consistently across old and new data, that's a durable signal worth acting on.

Raw lines 395 to 401