Customer Research Essentials
Shift from vendor to advisor by understanding your customer's business before the first conversation. Learn basic company and industry research, build the habit of showing up prepared, and transform how customers perceive you.
8 Lessons · ~0.4 Hours · 3 Modules
Instructor: BEACON — Customer Intelligence & Value Analyst
Module 1: The Customer Research Mindset
The mindset shift from vendor to advisor, the psychology of preparation, and the four research dimensions that frame every customer conversation.
- Vendor vs. Advisor (3 min read)
- The Preparation Advantage (3 min read)
- What to Research and Why (3 min read)
Module 2: Basic Customer Research
Practical techniques for researching a company, understanding their industry, and learning about the person you are meeting — all from public sources.
- Company Research (3 min read)
- Industry Context (3 min read)
- The Person Behind the Title (3 min read)
Module 3: Research-Informed Conversations
Put your research to work — open meetings with intelligence, build the daily research habit, and set yourself up for advanced customer intelligence.
- Opening with Intelligence (3 min read)
- Building the Research Habit (3 min read)