If you’re reading this blog you’re probably fully aware of all the different ways to talk to your customers: data, buttoned up formal research, support outlets, social media ramblings, etc. But how often do you randomly pull and then watch someone from the real world using what your team created in their own native environment, and then stream the results to the whole company live? Probably not that often.




How Does This All Work?


The first thing to know is if you want to attend one of the research fishing days put on by Archie Miller, Discovery Discipline Lead at CarMax, is that you’ll need to grab a sharpie and post-it notes for simplified note taking that’s easy to photograph for later documentation.



The second thing you need to know is how to setup a live intercept and view live responses in Ethnio. Their intercept looks like this:



Then you project your live participants for everyone in your conference room to see and collaboratively pick the best participants. For CarMax, if someone is looking to purchase a car in the immediate future, Archie and his team can filter for that under responses, since participants who are not seriously making purchase decisions aren’t as helpful for the interviews. This live filtering looks like this:



When calling a customer they quickly make it clear who they are (“Hi, This is Archie with CarMax…”) and clarify that they are not trying to sell that customer anything, but help improve the user experience. They can do that right from ethnio, using Chrome, by clicking the phone number under Responses:



The team at CarMax then asks if they can share their screen, which they use the Zoom meeting app to do. To mitigate any uneasiness once the screen sharing begins they’ll hand over cursor control so the customer can immediately take over. Sometimes you may have to wait for Zoom to install and that’s a perfect opportunity to begin asking questions, like, “How do you feel about this feature? Can you tell me what about it you dislike?” Unpacking as much as possible within a casual conversation with the customer is key, and empathizing with their responses will drive the conversation.




“Our ethnio fishing trips provide an open canvas for us to look for product opportunities.” 

- Archie Miller, Discovery Discipline Lead, CarMax




What They Found


CarMax was working on a finance app that didn’t require the user to submit as much detailed information. Turns out, the customer actually got more confident in the process when giving more detailed information. 

Why don’t companies typically go fishing for customers? Is it a fear of sharks, drowning, not having scheduled research participants? Sort of. Without scheduled participants, you never know who you’re going to reel in. But the advantage is clear - broadcasting live sessions of people interacting with CarMax internally lets Archie and his team build empathy and understanding for their customers. Ultimately that helps CarMax build an even better user experience.