Customer quotations and identity clues may be placed in shareable research documents
Source references: 7The Skill captures exact quotations, URLs, dates, roles, company size, and industry clues and offers a VOC quote bank, but it does not require removal of names, handles, contact details, or sensitive business content. Combining these fields can identify the speaker.
Customer identities, complaints, and internal details from interviews, tickets, surveys, or semi-public communities could be copied into shared reports, marketing material, or broadly accessible team documents.
The Skill calls for verbatim quotes alongside source URLs, dates, roles, company size, and industry clues, and offers a VOC quote bank as a deliverable. Combined fields may identify a customer, employee, or community account even when each field seems harmless. The supplied text has no de-identification, sensitive-content filtering, access-control, or republication rule. Impact depends on the source material and recipients; users can restrict identity fields and require redacted, controlled sharing.
4. **Desired Outcomes** — what does success look like in their words? - Capture exact quotes, not paraphrases5. **Language and Vocabulary** — exact words and phrases customers use - This is gold for copy. "We were drowning in spreadsheets" > "manual process inefficiency"Show 6 other places
| Field | What to Capture ||-------|----------------|| Source | Platform, thread URL, date || Verbatim quote | Exact words — don't paraphrase || Context | What prompted the comment? || Sentiment | Positive / negative / neutral / frustrated || Theme tag | Pain / trigger / outcome / alternative / language || Customer profile signals | Role, company size, industry hints from the post |1. **Research synthesis report** — themes, quotes, patterns, and implications2. **VOC quote bank** — organized verbatim quotes by theme, for use in copy3. **Persona document** — 1-3 personas built from the research4. **Jobs-to-be-done map** — functional, emotional, and social jobs by segmentRecruitment methods, in order of leverage:1. **Segment the CRM** by the three signals above and pull a shortlist2. **Ask sales and CS for referrals** — they know who loves the product and who articulates why3. **Always close every call with**: *"Who else should we talk to?"* — the single most reliable way to compound your interview pipelineFor every piece of content you find:| Field | What to Capture ||-------|----------------|| Source | Platform, thread URL, date || Verbatim quote | Exact words — don't paraphrase || Context | What prompted the comment? || Sentiment | Positive / negative / neutral / frustrated || Theme tag | Pain / trigger / outcome / alternative / language || Customer profile signals | Role, company size, industry hints from the post |## Deliverable FormatsDepending on what the user needs, offer:1. **Research synthesis report** — themes, quotes, patterns, and implications2. **VOC quote bank** — organized verbatim quotes by theme, for use in copy3. **Persona document** — 1-3 personas built from the research4. **Jobs-to-be-done map** — functional, emotional, and social jobs by segment## Organizing Your ResearchUse a simple tagging system across all sources:| Tag | Meaning ||-----|---------|| `#pain` | A problem or frustration || `#trigger` | An event that prompted the search || `#outcome` | What success looks like || `#language` | Exact phrases worth using in copy || `#alternative` | Another solution they considered or use || `#objection` | Reason to hesitate or not buy || `#competitor` | Anything about a competing product |Keep a running doc with columns: Source | Date | Quote | Tags | Notes