
6 Steps to Building a Customer Insights Program with Shoshana Kordova
The Dave Gerhardt Show (from Exit Five)
Intro
This chapter outlines a systematic six-step process for establishing a customer insights program tailored for B2B marketers. It also discusses the significance of incorporating customer insights into messaging strategies while providing strategies for stakeholder buy-in and overcoming implementation challenges.
#250 Customer Insights | Matt sits down with Shoshana Kordova, a 3x founding product marketer and former journalist who now helps B2B tech startups craft customer-infused messaging through her consultancy, Peel Product Marketing. Shoshana recently launched a customer insights playbook for the PMM Jetpack, equipping marketers with tools and templates to run more effective customer interviews.
Matt and Shoshana cover:
- Why a customer insights program is more than “just talking to customers” and how to turn interviews into a repeatable system that drives messaging, positioning, and case studies
- How to collaborate across teams (especially with CS and product) to get buy-in and avoid stepping on toes
- The most common mistakes B2B marketers make with interviews and how to get the kind of insights you can actually use
Whether you're a product marketer, content strategist, or leading a GTM team, this episode is packed with actionable takeaways to build messaging that resonates.
Timestamps
- (00:00) - – Intro
- (03:20) - – Meet Shoshana: From Journalism to Product Marketing
- (04:30) - – What Is “Customer-Infused Messaging”?
- (06:15) - – Why Customer Insights Beat Surface-Level Deliverables
- (08:15) - – How to Work with CS and Sales Without Stepping on Toes
- (11:15) - – Navigating Competing Priorities Across Teams
- (13:35) - – Selling the Value of Customer Interviews Internally
- (17:35) - – The 6 Steps to Building a Customer Insights Program
- (19:30) - – Step 1: Aligning Goals with Stakeholders
- (21:10) - – Step 2: Building a Customer Interview Pipeline
- (23:15) - – Step 3: Keeping Stakeholders in the Loop (Hint: Use Slack)
- (28:51) - – Step 4: How to Run a Great Customer Interview
- (34:21) - – Focus on Problems, Not Just the Product
- (36:56) - – Uncovering Real ROI with Better Follow-Ups
- (38:06) - – Step 5: Documenting What Actually Matters
- (40:26) - – How to Organize Insights into a Shared Database
- (43:16) - – Step 6: Putting Insights to Work (Case Studies, Messaging, ICPs)
- (45:36) - – Should You Hire an External Interviewer?
- (47:51) - – What’s a Realistic Interview Cadence?
- (49:21) - – Other Places to Find Customer Insights (When Interviews Aren’t Possible)
- (50:56) - – Final Tips: Mining G2 Reviews, Webinars, and Internal Teams
- (52:10) - – Wrap-Up and Where to Find Shoshana
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