Positive Human/Build an automated customer research assistant

  • $63.78

I built an automated research assistant at work and I can show you how to do it too

Customer research is the most valuable work you can do as a marketer.

In this short course, I'll show you how to use automation and AI to cut out all the tedious work.

Within 3 hours, you'll have a research assistant you can use every day in your day job (and a happy boss!)

Here's what we're building – totally automated

Cut out the tedious work from customer research and uncover gold in the process

Customer research is the most valuable work you can do as a marketer. But there's a lot of manual work associated with it that's not high value work. For example:

  • Collecting it from all the places it comes in

  • Analyzing it for pain points, friction, feature requests, bug reports etc.

  • Categorizing and tagging the research

  • Cataloging it so that it's easily searchable and findable by anyone in the org

But while I'm working on other things, my robot assistant processes customer feedback from more than 7 sources (more coming every day), analyzes it, catalogs it in a standardized format and shares it with the team

Because of this, we have more insight into customers than ever before

What would it be like if you understood your customers better with less work? I can hear that promotion calling

In this short course, I'll show you how to use automation and AI in a genuinely meaningful way and by the end you'll have a research assistant you can use in your work too.

Imagine the impact your marketing could have on the company's growth if only you could tap into exactly how your customers felt at the click of a finger?

  • 14 Lessons

In this course, I'm going to walk you through building the system that gets you there.

Even if you've never automated anything before.

You're only one 'buy course' button and 3 hours away from incredible levels of customer insight

Contents

Course Intro

Setting out what we're going to build and why it's important that you do it in your organization

Reminder of why so much customer research goes unused
What we’re going to build
Tools and accounts needed for automation
Course Files on Google Drive

Setting up the catalog

You love a spreadsheet don't you? This one's the 3 row spreadsheet you're ever going to make

Setting up the catalog

Automation primer (or refresher)

You're probably already automating your very existence already. But just in case you need a refresher or you've never thought about becoming a robot before, watch this quickly

Automation primer

Adding our first form response to the catalog

You used to be cool and have genuine interests. Now you're a B2B marketer automating customer research. JOIN THE CLUB PAL!

Adding our first form response to the spreadsheet

Working with AI steps

"Don't make robots intelligent / who has a need for a disenfranchised toaster?" – Spencer McGarry

In this step, we'll be enslaving servers to our advantage as we summarize, categorize and more with AI.

Setting up our first AI processing steps
Using AI to classify

Creating a permanent record of the responses with automated Google Docs

A core part of this whole system is saving records for permanent usage

Creating a permanent record of the responses with automated Google Docs

Making research more visible in the organization

If a user speaks and no-one's around to hear them, do they even speak at all? In this quick section, I'm going to share an easy tip for making research more visible in your organization

Making research more visible in the organization

ADVANCED: Adding additional data sources

This is the most technically confusing section in this whole course. But it really does bring your knowledge of automation to a whole new level that you can use not just in this project but in all your work. HOLD ONTO YOUR BUTTS.

Adding old spreadsheets of data to our catalog
Setting up a sub-zap
Looping through audio and interview transcripts for AI