Russell's senior researchers interview and observe the people closest to the question. We study how they describe the category, what they do in context, and why their choices make sense to them. The findings can stand alone or shape a later quantitative study.
If we do not yet know how people describe a category or what they consider important, interviews can establish the questions a survey should ask.
Early qualitative work identifies relevant language, concerns, and possible explanations. The later survey can measure how widely those views are held within its defined audience. Participant availability also affects the format.
Use a private conversation when personal experience, sensitive questions, or detailed follow-up matters.
Asynchronous discussion
Allow participants to respond at different times when professional schedules make a shared session difficult. Plan follow-up questions as part of moderation.
Before measurement
Review the language and answer options emerging from the conversations before finalizing the questionnaire.
Qualitative participants provide depth and variation. Their responses do not establish population percentages.
Qualitative Research Examples
These published studies show two uses of moderated discussion: developing questions for a later survey and evaluating advertising before production.
A four-day online forum with 27 car owners identified four possible segments and supplied the language and attributes for a quantitative study.
Four possible segments emerged from owners' attitudes and maintenance behavior. Their language and forum responses were used to write the quantitative segmentation questionnaire.
Twenty-five skin-care users spent three days reviewing campaign executions and identified one clear candidate for production.
The campaign drew positive reactions and high stated product interest. One execution was most relatable and motivating; responses also identified changes for the ads.
Choose the setting around what participants need to discuss, review, or show. Privacy, interaction with other participants, time between activities, and access to the audience all affect the choice.
MethodWhen it helps
Business decision
Method
In-depth interviews
When it helps
A private conversation allows detailed follow-up on one person's experience. Useful for sensitive topics, specialist roles, or complex decisions.
Business decision
How does this person explain the choices they made?
Method
Focus groups
When it helps
A moderator explores how people respond to an idea and to one another. Individual reactions and disagreement need space alongside shared views.
Business decision
What language, concerns, and differences emerge in discussion?
Method
Online communities
When it helps
Participants return for activities over an agreed period. Repeated contact can explore changes in experience or reactions to revised materials.
Business decision
What changes after people have more time or another experience with the offer?
Method
Asynchronous discussion
When it helps
Participants respond at different times, with moderators asking follow-up questions. This format can be used within an online community or a shorter study.
Business decision
What can we learn when a shared live session is difficult to arrange?
Method
Ethnography
When it helps
Context shapes the behavior being studied.
Business decision
What does the real environment change?
Method
Shop-alongs
When it helps
The purchase or usage moment is the question.
Business decision
What actually happens at the shelf or in use?
What Your Team Can Use
Agree the outputs against the decision and who will use the findings. Reporting should explain the evidence, retain meaningful differences, and identify what remains uncertain.
Findings and implicationsFor research leads and the teams making the decision
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A synthesis organized around the original questions, showing what recurs across the material and where experiences or reactions differ.
Themes, exceptions, and relevant differences between the audiences included.
The accounts and examples supporting each interpretation, with limits made clear.
Implications for the decision, including matters that need further investigation or testing.
Illustrative question
Is the proposed message unclear, unconvincing, or addressing a concern participants do not share?
Participant language and selected excerptsFor brand, creative, product, and stakeholder discussions
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Quotations and, where agreed and permitted, recordings or edited clips help teams understand how participants describe their experience. Excerpts support the analysis rather than replace it.
Language relevant to messages, briefs, product descriptions, or survey questions.
Enough context to explain what the participant was responding to.
Different views where the material supports them, with recording and sharing arrangements agreed for the study.
Illustrative question
Which words explain the experience clearly, and which terms mean something different to participants?
Journey or experience summariesFor customer experience, service, and product teams
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When the assignment examines an experience over time, a visual summary can organize the stages, settings, people, and decisions described in the research.
The sequence or variations found in participant accounts.
Needs, concerns, and information sources relevant to each part of the experience.
Gaps or questions to investigate, without assuming every customer follows the same sequence.
Illustrative question
What happened between the first interest in an offer and the decision to use it?
Inputs for a quantitative studyFor teams preparing a survey or a larger test
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Where a later phase is needed, qualitative findings help define what to measure and how to ask about it. Explanations and possible segments remain hypotheses until tested appropriately.
Relevant attributes, answer options, and language for the questionnaire.
Hypotheses and audience differences the next study should examine.
Concept or message revisions to evaluate, with qualitative reactions kept separate from population estimates.
Illustrative question
Which concerns need to become survey questions, and how should the answer options be worded?
Sample and Format Questions
When are individual interviews more useful than focus groups?
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Individual interviews allow detailed follow-up on one person's experience and can suit sensitive subjects, specialist roles, or topics participants may hesitate to discuss in front of others. Groups are useful when the interaction itself helps reveal shared language, disagreements, or how people respond to an idea together. We choose against the question and the audience. A group should create a useful discussion, while still allowing individual views to be heard; it should not simply reproduce several interviews in the same session.
Is online qualitative as good as in-person?
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The better setting depends on what participants need to discuss, review, or try. Online sessions can bring together people from different locations and reduce travel demands. In-person sessions may suit materials or product experiences that are difficult to present remotely. We consider access to technology, comfort with the format, scheduling, and how the setting could affect participation. Neither format is automatically more rigorous; the recruiting, discussion design, moderation, and analysis still determine the usefulness of the evidence.
What is an asynchronous discussion, and when would you use one?
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Participants respond to activities and moderator questions at different times over an agreed period, rather than attend one shared live session. Responses may include writing, photos, or video when those suit the assignment. This can help with dispersed audiences or busy schedules, but the activities still need to fit participants' available time. Moderation includes follow-up questions and clarification. Russell's published automotive aftermarket study used a multi-day forum to explore category behavior and develop language for a later quantitative survey.
How many interviews or groups are enough?
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Plan for the relevant range of experience within each audience you need to understand. A narrowly defined group and a study comparing several different customer or professional groups have different requirements. We also consider topic complexity, session depth, and the decisions the findings will inform. During analysis, recurring themes and unresolved differences help indicate where further investigation may be useful. More interviews do not turn a purposively recruited qualitative sample into a population estimate, and there is no universal number that makes every study complete.
How do you make sure participants have the right experience?
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Recruiting criteria should specify the experience relevant to the question, such as a recent purchase, a particular usage pattern, or an actual role in choosing or approving a business service. Demographics or job titles alone may not establish that fit. We agree the screening requirements, the variation needed within the audience, and appropriate verification steps during design. Feasibility also depends on access, availability, and the burden of participation. A convenient group of respondents is not necessarily the group that can answer the question.
How do moderators manage dominant voices or pressure to agree?
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Moderators need to manage interaction as well as cover the discussion guide. That includes inviting quieter participants to contribute, exploring disagreement, and asking for the experience behind a stated preference. Individual responses before group discussion can be useful when initial reactions matter. Russell's senior researchers remain involved in planning, moderation, and interpretation, so the report can account for how a view emerged. Agreement after discussion should not automatically be treated as each participant's independent starting view.
How do you keep qualitative findings from being anecdotal?
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We examine the material across participants and sessions, compare relevant audience groups, and distinguish recurring patterns from exceptions or unresolved differences. Consistent coverage of the core questions helps make that comparison possible while leaving room for follow-up. A quotation illustrates a finding; it is not sufficient evidence by itself. The report should explain what supports the interpretation and where the sample or questioning limits it. Counts within a qualitative group do not establish how widely a view is held in the market.
Can qualitative research support a decision on its own, or do we need a survey?
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It can stand alone when the decision needs an explanation, such as understanding confusing language, identifying a missing concern, or refining an execution. A quantitative phase may be needed when you must estimate prevalence, compare options across a wider audience, or measure differences between groups. Qualitative work can prepare that phase by identifying relevant language, hypotheses, and answer options, or follow a survey to explore an unexpected result. We plan the sequence around the evidence the decision requires rather than assume every project needs both phases.