M2.L3 · Customer Research
Desk research and review mining
What you'll be able to doConduct a structured review-mining session: ten tagged verbatim quotes from public sources, plus at least one counted signal recorded as evidence.
Learn
Research you can do this afternoon
If the word "interview" makes you want to skip Module 2, this lesson is for you. It requires talking to nobody. Thousands of your potential customers have already written down their pains, hopes, objections and exact vocabulary — in reviews of your competitors, in forum threads, in search boxes. It's public, free, and sitting there.
This is desk research: mining what already exists. It's faster than primary research and biased in a known direction — the vocal minority writes reviews, the silent majority doesn't — so you'll treat it as one evidence source among several, not the verdict. But an hour of it, done systematically, produces the raw material for every headline, ad and email you'll write in Modules 3–9. In the customers' words instead of yours.
Review mining: their reviews are your research department
Read reviews the way a researcher does, not the way a nervous owner does.
Competitors' 1–3★ reviews are your opportunity list. Every specific complaint about a rival is an unmet need in your market, described precisely, by someone who paid money. Their 5★ reviews are your copy bank — the exact language of delight, which is what your own messaging should sound like.
Your own reviews are the cheapest evidence you own. Tomas has 23 Google reviews averaging 4.6 that he has never once read as data — what do patients praise unprompted? What words do they use for their pain? He's been guessing at questions his patients already answered in public.
The discipline is one word: verbatim. Copy and paste. The moment you paraphrase — turning "took us three months to set up and we're a five-person firm" into "setup is slow" — you re-insert your own assumptions, and the data becomes you again. The exact words are the data.
Where to mine — the EU source map
| Source | Best for |
|---|---|
| Google reviews, Trustpilot | Local services, e-commerce, anything consumers rate |
| G2, Capterra | B2B software |
| Amazon reviews | Physical products — even if you don't sell there, your category does |
| Reddit and specialist forums | Unvarnished pains and workarounds, pre-purchase questions |
| Facebook groups | Local and hobbyist markets, recommendations threads |
| Competitor testimonial pages | The claims rivals think win — curated, so read sceptically |
| YouTube comments | Reactions under reviews and tutorials in your category |
Pick two or three. Depth beats coverage.
45 minutes at Storkflow
Lena spends 45 minutes on G2 and Capterra reading reviews of two bigger onboarding tools. Her tagged harvest, four entries of it:
Pain — "took us three months to set up and we're a five-person firm" Objection — "support only in English" Desired outcome — "clients sign everything before the kickoff call" Their language — accountants say "client intake", not "onboarding"
Look hard at the last one. Storkflow's homepage, its Google Ads term and its category vocabulary all say "onboarding" — the industry's word. Its buyers apparently say "client intake". That single line changes the homepage H1 and the Module 6 keyword plan, and it cost €0 and three quarters of an hour. Note also that the pain and the objection are opportunities Storkflow can claim only if they're true of Storkflow — mined evidence tells you what to say, not permission to say it.
Search boxes: what people ask when nobody's watching
Type your category into Google slowly and read the autocomplete. Read the "People also ask" boxes. Try a free keyword tool if you like, but the suggestions alone are the point: they are questions real people typed, ranked roughly by how often, in their own vocabulary.
For Tomas this is close to an answer to his stated obstacle — "I don't know whether they search at all before choosing a clinic." The suggestions that appear under "physiotherapie graz…" are what people in his city actually type at the moment of looking. Whatever they turn out to be, they're evidence of the words and worries in play — which is all this module needs from them. (Module 6 turns the same data into a keyword plan; here it's purely voice of customer.)
Communities, and the competitor teardown
Forums and groups. Search Reddit and the specialist forums of your trade for your category and your competitors' names. You're looking for the threads where someone asks "what do you all use for…?" — the alternatives people name, the warnings they give each other, and the workarounds they admit to are all evidence of the jobs and forces you drafted in Lesson 2.2.
Competitor messaging teardown. Open three competitors' homepages and record, for each: the headline promise, the three benefits they push hardest, the proof they show, and what they don't say. Then hold the teardown against their 1–3★ reviews. The gap between what a rival promises and what its unhappy customers complain about is a map of unclaimed positions — arguments nobody in your market is currently winning.
Count things: quantitative signals without a survey
Everything so far collects words. Now add numbers — not a survey, just honest counting of what's publicly there.
An impression says: "most competitor reviews complain about delivery." Evidence says: "11 of the 30 most recent reviews mention delivery — counted 14 August 2026." A count with a denominator and a date can be checked, compared with a recount in six months, and weighed against other themes. "Most" can only be argued with.
Countable signals, all free:
- Theme frequency — of the last 25–30 reviews of a competitor, how many mention price? Speed? Setup? Your Lesson 2.2 anxieties?
- Your own tags — once your ten quotes are collected, count them: how many pains versus objections? The distribution is itself a finding.
- Presence counts — how many reviews does each local rival have, and how recent? How many search suggestions in your category are questions about price versus questions about how it works?
Two honesty rules travel with every count. Small numbers are directional, not proof — 11 of 30 reviews is a strong signal about that platform's reviewers, not a fact about your whole market; write the denominator down and say so. And the vocal-minority bias never goes away — you are counting people angry or delighted enough to write. Interviews (next lesson) exist to reach everyone else.
Record evidence, not impressions
A finding that isn't written down with its source becomes an impression within a week, and impressions are what Lesson 2.1 sent you here to escape. Every entry in your swipe file carries the verbatim quote, one tag — Pain / Desired outcome / Objection / Their language, four tags only, more taxonomy than that kills the habit — and its source. Every count carries a denominator and a date.
One legal paragraph, because it matters. Reading public posts is fine. Copying quotes into your research notes, anonymised — no names, no usernames, no profile links — is fine. Harvesting identifiable people into a contact list or CRM to market at them is not; under GDPR that's processing personal data without a lawful basis. You are building research notes, never prospect lists.
Set a timer for 45 minutes and start with your competitors' worst reviews.
Do
Exercise 2.3.1 — Review mining and counted signals
Spend 45–60 minutes mining 2–3 public sources for your market. Collect TEN verbatim quotes — copy-paste, don't paraphrase, leave out names — and tag each. Then count at least one signal, with its denominator.
Write these down — in your plan document, or on the worksheet at the end of this lesson.
| What to write | Guidance |
|---|---|
| Your sources — two or three | Name each, with its type: review platform · forum/Reddit · competitor site · search suggestions · social comments · other |
| Ten verbatim quotes | 5–80 words each, copy-pasted exactly. Anonymise as you go — no names, no usernames, no links |
| A tag, for each quote | Pain · desired outcome · objection · their language |
| The source, for each quote | Which of your two or three sources it came from |
| One to three counted signals | What you counted (e.g. "recent competitor reviews mentioning setup time"), the count, the denominator, the date, and which source. At least one |
| Your top insight | 25–80 words. The one thing you found that you didn't know this morning — and what it might change |
Once the ten quotes are in, tally the tag distribution — how many pains, outcomes, objections, language finds; the distribution is itself a finding — and write every count as "n of N, counted [date]", the exact form you'll cite it in later.
Sandbox students: mine your business's real category — accounting/onboarding software reviews for Storkflow, Graz physiotherapy and clinic reviews for Herzog, handmade tableware and ceramics listings for Ostara. The sources are real even though the business is fiction; label your findings accordingly in portfolio use.
Where this goes: section 3.3 — Voice of customer — of your Marketing Plan. You'll reach for this swipe file again in the M3.L3 messaging exercise, in Module 5's content briefs and in Module 9's ad copy — and its quotes and counts are "Desk research" evidence for the Module 2 Project ICP.
Check
Rubric
Mark your own work against these criteria, scored 1–10.
| Criterion | 8–10 | 5–7 | 1–4 |
|---|---|---|---|
| Verbatim discipline | Quotes read as genuine customer language — typos, phrasing and all | Mostly verbatim; one or two smoothed into the student's voice | Paraphrases throughout — the student's assumptions restated as quotes |
| Tags correctly applied | Every tag fits; objections aren't filed as pains | One or two arguable tags | Tags scattered at random |
| Range of evidence | At least three of the four tag types present | Two tag types | Ten quotes, one tag — usually all Pain |
| Counting honesty | Every count has a denominator and a date; wording stays directional | Count present but denominator or date missing | "Most reviews say…" — an impression dressed as a number |
| Insight with consequences | Names a concrete implication for messaging, product or channel | A real finding, but "interesting" rather than actionable | Restates something the student already believed |
Pass: 5+ on every criterion. Distinction: 8+ on all five.
Quiz
Four questions. Pick an answer to see whether you were right.
1. Why must swipe-file quotes be verbatim rather than paraphrased?
- a) Copyright law requires exact quotation
- b) Verbatim quotes are shorter
- c) Paraphrasing re-inserts your own assumptions — the exact words are the data ✔
- d) It's faster
Why: the entire value of desk research is that the words are theirs, not yours. "Setup is slow" is your summary; "three months and we're a five-person firm" is evidence — with a number, a firm size and a tone you could never have invented.
2. Which use of desk research would breach GDPR principles?
- a) Copying an anonymised complaint from Trustpilot into your research notes
- b) Counting how many reviews mention delivery speed
- c) Building a contact list of named forum users to email your offer ✔
- d) Reading a competitor's testimonial page
Why: reading and anonymised note-taking are fine. Turning identifiable people into a marketing list is processing personal data without a lawful basis — research notes, never prospect lists.
3. A student writes: "Most of our competitor's reviews complain about delivery." What's the evidence-grade version of the same finding?
- a) "Their delivery is terrible"
- b) "Lots of unhappy customers mention delivery"
- c) "11 of their 30 most recent reviews mention delivery — counted 14 August 2026" ✔
- d) "Delivery is this market's biggest pain point"
Why: a count with a denominator and a date can be checked, recounted and compared. (d) goes further than the data allows — 30 reviews on one platform is a directional signal, not a market fact.
4. What does Google autocomplete under "physiotherapie graz…" give Tomas that his own intuition can't?
- a) A ranked list of his competitors
- b) Proof that search is his best channel
- c) The questions and words people in his market actually type at the moment of looking — voice of customer at scale, in their vocabulary ✔
- d) Nothing — autocomplete is personalised and therefore useless
Why: suggestions reflect real queries, in the words searchers use rather than the words practitioners use. It doesn't prove channel strategy (that's Module 6); here it's evidence of language and worries — exactly what Tomas said he lacked.
Mark your own work
Mark your own swipe file. Two or more "not yet" means another 20 minutes of mining before Lesson 2.4.
| Good | Not yet | |
|---|---|---|
| Really verbatim | You could not have written these sentences | Every quote sounds suspiciously like you |
| Anonymised | No names, usernames or links anywhere | A quote traceable to a person |
| Three-plus tag types | Pains, outcomes, objections or language finds all present | Ten pains, nothing else |
| Counts carry denominators | Every number reads "n of N, dated" | "Most", "lots", "hardly any" |
| One consequence named | Your insight would change a headline, page or plan | "Interesting" with no verb attached |
Advance
You have a swipe file. Ten verbatim quotes and at least one honest count, in section 3.3 of your Marketing Plan — you'll reach for them again when you write messaging, content and ads. You did real research today without talking to anyone.
Next: M2.L4 — Customer interviews that don't lie to you. Fifteen minutes. Desk research showed you the vocal minority; interviews reach everyone else. Ask "would you buy this?" and people politely lie — this lesson teaches the questions they can't lie to.
Worksheet
THE SCHOOL OF NET MARKETING
Lesson 2.3 — Desk research and review mining
Timer: 45–60 minutes. Pick 2–3 sources. Copy-paste exact
words. No names, no usernames, no links.
MY SOURCES
1. ____________________ type: ______________________
2. ____________________ type: ______________________
3. ____________________ type: ______________________
TEN VERBATIM QUOTES — tag each:
[P] Pain [D] Desired outcome [O] Objection
[L] Their language
1. "________________________________________" [ ] src __
2. "________________________________________" [ ] src __
3. "________________________________________" [ ] src __
4. "________________________________________" [ ] src __
5. "________________________________________" [ ] src __
6. "________________________________________" [ ] src __
7. "________________________________________" [ ] src __
8. "________________________________________" [ ] src __
9. "________________________________________" [ ] src __
10. "________________________________________" [ ] src __
COUNTED SIGNALS — numbers need denominators and dates
I counted _____________________________________________
Result: ______ of ______ counted on ____ / ____ / ____
I counted _____________________________________________
Result: ______ of ______ counted on ____ / ____ / ____
TOP INSIGHT (25–80 words) — what I found that I didn't
know this morning, and what it might change:
______________________________________________________
______________________________________________________
______________________________________________________
SELF-CHECK
☐ Every quote is copy-pasted, not paraphrased
☐ No names, usernames or links anywhere
☐ At least three of the four tag types present
☐ Every count has a denominator and a date
☐ My insight names a concrete consequence
Next: Lesson 2.4 — Customer interviews that don't lie to you.
theschoolofnetmarketing.com/learn/customer-interviews