M2.L1 · Customer Research
Evidence beats opinion
What you'll be able to doDistinguish between assumption and evidence by auditing and confidence-rating your five most important beliefs about your customers.
Learn
"I already know my customers"
You probably do — partly. You talk to them. You've been in the trade for years. The objection deserves respect, so let's state it properly: nobody is asking you to pretend you know nothing.
But knowledge earned by proximity has a specific blind spot. It is strongest about the customers you see most, and silent about the ones you never see: the people who considered you and chose a competitor, chose nothing, or never found you at all. Those people are your growth, and by definition you have never spoken to any of them.
There's a second problem. Beliefs about customers harden into facts through repetition, not through checking. "Our buyers find us on Instagram" gets said in enough meetings and becomes furniture. Nobody remembers it was once a guess.
This module doesn't ask you to distrust everything you know. It asks you to write down what you know, mark how you know it, and then check the pieces that carry the most weight. Some will hold. At least one, in our experience, will not.
Say, do, decided
Three grades of information about customers, in ascending order of reliability:
What people say. Opinions, predictions, answers to "would you…?" Cheap to collect and least reliable, because people are polite, forgetful, and generalise about themselves. A person who says "I'd definitely book online" is describing the person they'd like to be.
What people do. Behaviour you can observe: searches, visits, add-to-carts, orders, repeat orders. Far more trustworthy — behaviour doesn't flatter you — but mute. A number tells you that something happened, never why.
What they actually decided on. The criteria in play at the moment of a specific, real choice: what triggered it, what alternatives were on the table, what nearly stopped them. This is the gold, and it's recoverable in only two ways — reading what people wrote at or near the moment of decision (Lesson 2.3), and asking them to walk you through one specific past decision (Lesson 2.4).
Most SME "customer knowledge" is a fourth category the list politely omits: what the founder said once, remembered as data.
Tomas is right — and it doesn't help
Tomas at Herzog Physio believes his patients come by GP referral and word of mouth. The pack numbers back him up: of roughly 45 new patients a month, perhaps 30 arrive via GP referral and 12 by word of mouth.
So the belief survives contact with the evidence. And it still isn't the knowledge he needs — because "arrived via GP referral" describes how they arrived, not how they chose. A GP in Graz who says "you need physiotherapy" has started a decision, not finished it. The patient still has to pick a clinic, and Tomas has no idea what happens in that gap. His own words: "I don't know where new patients would even look for us, or whether they search at all before choosing a clinic."
Except his data contains a clue he's never looked at. His website gets about 800 visitors a month, mostly on branded searches — people typing something close to "Herzog Physio" into Google. Somebody gives them the name, and they still go and check. What do they find? A site built in 2019 with no online booking, and an unclaimed Google Business Profile with 23 reviews he has never answered.
Be careful with what this proves. Some of those 800 are existing patients checking opening hours; the number alone can't say who they are or what they concluded. That's exactly the point. The behaviour is real, his belief can't account for it, and only research can close the gap. A confident, broadly correct assumption was still hiding the question that matters.
Ana's belief describes her commenters
Ana at Ostara Ceramics believes her buyers are women 28–45 in Portugal, Spain and France who care about craft, buy for their own homes or as gifts, and find them on Instagram.
Ask where that belief comes from and the answer is: Instagram. The people who comment, DM and like are visible every day, so they became "the customer". But Ostara has 14,200 followers and about 91 orders in a typical month. The buyers are overwhelmingly the silent ones, and the engagement data describes the audience of the content, not the buyers of the plates.
Write your beliefs down now, because this module will test Ana's — and at least one part of it will need revising by Lesson 2.6. Watching a belief you wrote down get corrected is the entire pedagogy of Module 2. It only works if you commit before you look.
Assumption, evidence, and the confidence label
Working definitions for the rest of the Programme:
An assumption is a belief you'd struggle to source. "I just know." "Everyone in our industry knows that."
Evidence is something a customer said, did, paid for, or that data shows — with a source you could point to. "14 of our last 20 reviews mention response speed" is evidence. "Our customers value speed" is an assumption wearing its clothes.
From this lesson on, every customer claim in your Marketing Plan carries a confidence label — High, Medium or Low — and an evidence note, where "none" is an allowed and genuinely useful answer. An honestly unsourced belief tells you exactly where research pays first. A false citation tells you nothing and costs you later.
Start from a decision, not from curiosity
Good research is not "let's learn about our users". It starts from a decision the research will inform: Which pain do I lead with on the homepage? Which of my two shortlisted channels deserves the first six months? Is the second location's emptiness a visibility problem or a demand problem?
A research question anchored to a decision tells you when you're done — when you can make the call. Curiosity-driven research is never done, which is why it usually never starts.
What this module does with your list
Six lessons. Next lesson gives you the sharpest thinking tool in the module — Jobs to be Done. Then desk research you can do today without talking to anyone, interviews that don't lie to you, a short honest survey, and finally synthesis into an Ideal Customer Profile where every line is source-tagged. Your five beliefs get a verdict at the end: Confirmed, Revised, or Killed.
Write them down.
Do
Exercise 2.1.1 — Your assumption audit
Write down the five beliefs about your customers that your marketing currently depends on. For each, rate your confidence and name your evidence — "none" is an allowed and useful answer.
Write these down — in your plan document, or on the worksheet at the end of this lesson.
| What to write | Guidance |
|---|---|
| Five beliefs | One line each, stated plainly enough to be wrong. Prompts to get you started: "Our customers mostly find us through…" · "They choose us because…" · "They are mostly…" · "They compare us with…" · "They almost don't buy because…" |
| Confidence, for each | High · medium · low |
| Evidence, for each | What is this based on? "Gut feeling" and "none" are valid answers — and more useful than a vague citation |
| The decision at stake | 20–60 words. Name one marketing decision you're facing that better customer knowledge would change |
Sandbox students: write the beliefs your business's "Who buys" section states — plus the ones its marketing behaves as if it holds. Herzog students should notice the gap between how patients arrive and how they choose; Ostara students should ask where the "women 28–45, found on Instagram" belief actually comes from.
Where this goes: section 3.1 — What we believed before research — of your Marketing Plan. Don't quietly edit these later: Lesson 2.6 asks for a verdict on each belief exactly as first written — Confirmed, Revised, or Killed.
Check
Four questions. Pick an answer to see whether you were right.
1. Which of these counts as EVIDENCE, not assumption?
- a) "Our customers value quality over price — everyone in our industry knows that"
- b) "I'm sure most of our buyers are local"
- c) "14 of our last 20 Google reviews mention how fast we responded" ✔
- d) "Young people don't use email"
Why: it has a source, a count and a denominator — anyone could check it. The others are beliefs stated with confidence, which is not the same thing as beliefs with support.
2. What should customer research start from?
- a) A large survey to cover all bases
- b) Whatever data is easiest to collect
- c) A specific decision the research will inform ✔
- d) A brainstorm of everything you'd like to know
Why: a decision tells you what evidence would settle it and when you're done. Research without a decision behind it produces folders of notes and no change in behaviour.
3. Herzog Physio's site gets ~800 visitors a month, mostly branded searches — yet Tomas believes patients don't research online before choosing. What's the right conclusion?
- a) It proves patients choose clinics through the website
- b) His belief about GP referrals must be false
- c) The behaviour is real and his belief can't explain it — people are checking him out online, but the number alone can't say who or why. That's a research question, not an answer ✔
- d) It's irrelevant — those are all existing patients
Why: behaviour data is trustworthy but mute. It has earned Tomas a question worth researching; treating it as proof in either direction repeats the original mistake.
4. Why does the audit demand an evidence note where "none" is an allowed answer?
- a) To make students feel bad about guessing
- b) Because unsourced beliefs must all be deleted
- c) Because an honestly unsourced belief shows you exactly where research pays first — a vague or invented citation hides it ✔
- d) It's optional background colour
Why: the audit isn't a purge, it's a map. Beliefs marked Low confidence / no evidence that carry big decisions are precisely where the next five lessons should aim.
Mark your own work
Mark your own audit. Two or more "not yet" means rewrite it before Lesson 2.2 — the module builds on this list.
| Good | Not yet | |
|---|---|---|
| Beliefs that can be wrong | Each belief is specific enough to be tested and fail | "We have great customers" — untestable, unfalsifiable |
| Load-bearing beliefs | These five genuinely carry your current marketing choices | Five safe trivia items chosen because they'll survive |
| Honest confidence | At least one Low, or a written reason all five are High | Five Highs, no sources |
| Real decision at stake | A live choice that research would visibly change | "It would be nice to know more" |
Advance
Your assumptions are on record. They go in as section 3.1 of your Marketing Plan, verbatim, where they stay until Lesson 2.6 makes you judge them. That's the point — you can't watch a belief get corrected if you never wrote it down.
Next: M2.L2 — Jobs to be Done and the four forces. Twelve minutes, and the most useful thinking tool in this module: why people actually hire your product, and the four forces that decide every switch.
Worksheet
THE SCHOOL OF NET MARKETING
Lesson 2.1 — Your assumption audit
Write the FIVE beliefs about your customers that your
marketing currently depends on. State each plainly enough
that it could turn out to be wrong.
BELIEF 1 _____________________________________________
Confidence: ☐ High ☐ Medium ☐ Low
Evidence ("none" is valid): __________________________
BELIEF 2 _____________________________________________
Confidence: ☐ High ☐ Medium ☐ Low
Evidence: ____________________________________________
BELIEF 3 _____________________________________________
Confidence: ☐ High ☐ Medium ☐ Low
Evidence: ____________________________________________
BELIEF 4 _____________________________________________
Confidence: ☐ High ☐ Medium ☐ Low
Evidence: ____________________________________________
BELIEF 5 _____________________________________________
Confidence: ☐ High ☐ Medium ☐ Low
Evidence: ____________________________________________
THE DECISION AT STAKE (20–60 words)
One marketing decision I'm facing that better customer
knowledge would change:
____________________________________________________
____________________________________________________
SELF-CHECK
☐ Each belief is specific enough to be testable
☐ These five genuinely carry my marketing choices
☐ My confidence ratings are honest — sources named or
"none" admitted
☐ The decision at stake is a live choice, not curiosity
Keep this page. Lesson 2.6 asks for a verdict on every line:
Confirmed, Revised, or Killed.
Next: Lesson 2.2 — Jobs to be Done and the four forces.
theschoolofnetmarketing.com/learn/jobs-to-be-done