A Step-by-Step Guide for a Successful Qualitative Interview

Qualitative research uses in-depth interviews to gain rich non-numerical data from individuals. This data helps researchers understand concepts, opinions, and personal experiences. Interviews are an excellent method to discover the “why” behind people’s preferences or behaviors, but they require a thoughtful approach.

Continue reading as we explore use cases and define the steps to follow for a successful qualitative interview.

In this Article:

When Should I Use Qualitative Interviews?
Conducting a Successful Qualitative Interview – Step by Step Guide

1. Determine Your Objective
2. Understand Your Audience
3. Design Appropriate Questions
4. Organize and Prepare for the Interview
5. Conduct the Interview
6. Transcribe and Analyze Responses
7. Learn, Adapt, and Evolve Your Interviews

Start Conducting Qualitative Interviews with Sago

When Should I Use Qualitative Interviews?

Qualitative research is used to obtain context and describe underlying factors. It describes “how” and “why.”

Perhaps a business wants to understand what product features are most or least important to each target segment. They could ask:

“Between product A and product B, how would the features in each product influence your buying decision?”

This creates an opportunity for the respondent to reveal what features are personally important and unimportant for them. In an interview setting, researchers can go deeper into why these features are important, and how important each feature is in comparison to others.

Qualitative interviews are best when:

1. You need in-depth insights
2. You want answers to a range of follow-up questions, building on prior responses
3. Your questions require significant explanation and reasoning
4. You explore complex and confusing topics with respondents
5. You want to understand what drives consumer decisions
6. You want to hear the unique voice of your audience first-hand

Conducting a Successful Qualitative Interview – Step by Step Guide

Knowing when to use a qualitative interview is a great first step, but now you need to understand how best to conduct one. Our experts share a range of steps to follow as you embark on a qualitative interview and best practices for each.

1. Determine Your Objective

What are you trying to understand? The answer to this is critical in guiding your qualitative research process.

Some common examples:

• Understand consumer perceptions of products, services, or brand
• Reveal strengths and weaknesses in product or service portfolios
• Understand consumer buying behaviors
• Test the usability of a website or digital service
• Emotional reactions to packaging design and marketing assets

2. Understand Your Audience

Who is your target audience for this project? Have a clear understanding of who you need to hear from to meet your research objective.

Here are some examples of objectives, and the sample that is most suited to each:

• If you want to understand how existing customers perceive the quality of your products, you need a sample of existing customers.
• If you want to understand why consumers choose competitor products over yours, you need a sample of non-customers who buy products from your primary competitor.
• If you want to understand how the average person perceives your brand, you need a combination of existing customers, non-customers with awareness of your brand, and unaware non-customers.

3. Design Appropriate Questions

The questions you ask must align with the objectives of your research without being leading or introducing bias.

Here are some best practices when designing research questions:

• Keep questions open-ended. This increases the depth of insight obtained.
• Follow a structure. For instance, a tree diagram where every question has pre-determined follow-up questions based on anticipated answers. A planned structure increases the quality and validity of responses and reduces distractions.
• Design questions that simplify data collection and analysis. Format the responses collected to be compatible with your tools during data ingestion.
• Keep it simple. Focus on clarity when designing research questions to improve respondent understanding and engagement.

4. Organize and Prepare for the Interview

Relationships are essential to the interview process. Preparation beforehand helps build the respondent-researcher relationship. This relationship creates trust and elicits more honest and in-depth answers from participants.
Here are some ways to prepare for an interview:

• Give respondents as much information as possible—such as question lists and question intent. Put this into an interview handbook to improve engagement and effectiveness.
• Conduct the interview in a suitable environment with minimal distractions and stressors.
• Have the necessary materials to record information.
• Interview yourself to identify and fix problems before you start interviewing others.

5. Conduct the Interview

With a structure in place, researchers have a clear plan of action throughout the interview.

During the interview, stay attuned to emotional reactions and body language with the following techniques:

• Create a relaxed atmosphere. Ask respondents about their lives, work, and passions to establish a connection.
• Give respondents your full attention. An engaged researcher encourages an engaged respondent. Plus, they gave up their personal time to help you out.
• Read body language. Is the respondent crossing their arms, looking down to the floor, or not making eye contact? These reactions may signal discomfort or anxiety, offering an opportunity to build rapport.
• Follow the questions but be flexible when listening. Deviations from the script may lead to unexpected and valuable insights.

6. Transcribe and Analyze Responses

Convert recorded audio responses to text. Decide early which tool or solution will work best for your needs.

Similarly, researchers may need to annotate video responses to describe behaviors and surrounding context before analysis; e.g., this person gritted their teeth during that response, that person’s vocal tone was anxious and uncertain, etc.

Transcribe responses into a format ready for analysis upon ingestion into your business intelligence tools.

7. Learn, Adapt, and Evolve Your Interviews

Each interview is an opportunity to improve the process. Take time after a project to evaluate how it went.

What did you learn about the process? Was it easy or confusing? Was the respondent comfortable or on edge? Did you get the responses you needed?

Scrutinize your interview approach. Look for ways to improve and innovate the process for better outcomes next time.

Start Conducting Qualitative Interviews with Sago

Now, you should have a good idea of when to use and how to approach qualitative interviews.

Sago has decades of experience across both quantitative and qualitative research. Our experts find interviews ideal for in-depth qualitative insights that guide new product and service development or improve market positioning for existing offerings. We offer both in-person facilities and online spaces to conduct qualitative interviews.

If you still have questions, get in touch with Sago for help with your next research project.