Go to app
GuidesResearch methodsArriving at actionable user insights faster with AI-powered research A 7-step research strategy framework

Arriving at actionable user insights faster with AI-powered research

Last updated

9 January 2024


Claire Bonneau

Reviewed by

Jean Kaluza


1. Current state of AI adoption in user research
4. A 7-step research strategy framework
1. Choose your research methodology and plan2. Recruit suitable participants3. Gather feedback 4. Categorize the feedback5. Code the feedback6. Analyze the codes7. Score, summarize, and share

A 7-step research strategy framework

No matter how much you plan to use AI to power your research, keeping a strong foothold in the guiding principles is vital. Let’s drill down and refresh on some user research fundamentals:

1. Choose your research methodology and plan

If you’re the planning type, you’ll love this stage. Here, you’ll decide which research methodology aligns with your goals. 

Figuring this out involves considering what you must learn and how your team will use the findings. In other words, it’s time to define success.

Once you know your purpose, it’s time to choose between a qualitative research (subjective experiences) or quantitative research (numbers and stats-oriented) approach. It’s also super common to arrive at a blend of two, known as mixed methods research.

Classic research type examples and branches:

Qualitative Research

Quantitative Research

Participant observation

Systematic observation

Structured interviews & focus groups

Standardized surveys      

Random sampling  

Statistical analysis       

Open-ended survey questions

Experimental design

Diary study (aka ‘camera study’)

Closed-ended survey questions        

NPS, CES, and CSAT surveys

Time-motion studies

Case study research

Likert scale assessments

UX card sorting

Regression analysis               

Customer feedback analysis

Data mining and analytics

Go deeper into qual vs. quant research and decide which is best suited for your goals→ 

2. Recruit suitable participants

After choosing your research method, you must ensure relevance by finding participants in your target demographic. Some proven ways to recruit participants include:

  • Social media outreach (posting on Facebook, Reddit, or Discord)

  • Hiring a research participant recruiter

  • Paid ads calling for volunteers (online and offline) 

3. Gather feedback

Here’s the fun part—gathering feedback. With your newly found participants and research plan, it’s time to undertake your research. Don’t rush this part. You need plenty of time to gather quality feedback. 

Examples of gathering feedback include

For more guidance on this step, check out our complete guide to research data collection→

4. Categorize the feedback

Now that you’ve got loads of information from several sources, what do you do with it? Pop your organizing hat back on and index the data into manageable categories.

For example, the feedback type: What’s the feedback about?

  • General feedback

  • Mobile experience

  • Customer appreciation

  • Usability issue

  • User education

  • Feature request

  • A bug

Also, the theme: What’s the business area? 

  • Marketing

  • User profiles

  • Website

  • Mobile app

  • Sales

  • Payments

  • Onboarding

5. Code the feedback

Coding makes it easier to group, understand, and act on feedback. Essentially, every piece of data should have a code. 

Suppose a customer wants to see a new automatic saving feature on their banking app—the code could be “auto-saving on the app,” with any related feedback coded accordingly. Creating a codebook documents your research framework and eases team collaboration. Here’s a guide to crafting your own → 

6. Analyze the codes

You may need to revisit the codes and feedback several times. Or you might realize that certain feedback needs multiple codes to cover all requests. (Applying more than one code means a more thorough approach so that you won’t miss out on crucial insights).  

For example, feedback data might apply to multiple areas, such as mobile experience and customer appreciation.

7. Score, summarize, and share

It’s time to group similar codes to determine the most common feedback and score them accordingly.

For instance, if the most common code is “shopping cart bug,” prioritizing that is likely to keep customers happy and the revenue flowing. Once your data is tidy and easy to understand, summarize your findings into a digestible analysis that’s clear and actionable. Make it available to key stakeholders organization-wide so they can work with valuable insights and keep fine-tuning your product in ways that make your customers feel heard.

Previous chapterNext chapter


OverviewChannelsMagicIntegrationsEnterpriseInsightsAnalysisPricingLog in


About us
© Dovetail Research Pty. Ltd.
TermsPrivacy Policy

Log in or sign up

Get started for free


By clicking “Continue with Google / Email” you agree to our User Terms of Service and Privacy Policy