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Qualitative Research

Qualitative research to understand the why behind decisions

Focus groups, in-depth interviews, observation, mystery shopping, ethnography and online communities: we listen to people to uncover the motivations numbers alone can’t show.

Illustrative quotes

Numbers show what. Qualitative research reveals why.

What it is

Qualitative research is exploratory research that uncovers the subjective and emotional factors behind decisions. Rather than measuring, it investigates how people think, feel, talk and behave around products, services, brands and communication.

Working with smaller groups and open-ended discussion guides, it captures the audience’s own language, uncovers barriers and motivations, and generates hypotheses you can later measure with quantitative research.

Qualitative or quantitative?

Two approaches that work together

CriterionQualitative researchQuantitative research
Question it answersWhy? How? What leads to…?How much? How many? How often?
ParticipantsSmaller groups, selected by profileLarge, representative sample
InstrumentOpen-ended guide, led by a moderatorStructured questionnaire
ResultMotivations, perceptions, language and emotionsPercentages and metrics with a margin of error
When to use itExplore, generate hypotheses, test ideasMeasure, size, compare and track
Many studies combine both: qualitative explores, quantitative measures.Learn about quantitative research →
When to use it

Questions qualitative research answers

Why are customers canceling?Get to the real reasons people leave, beyond what your systems show.
How do people read our messaging?Test messages, campaigns and concepts before you invest.
What would make someone switch brands?Map triggers, barriers and choice criteria.
Does our service deliver what it promises?Assess the real experience at each touchpoint.
Which needs aren’t we meeting yet?Spot new product and service opportunities.
Does this concept make sense to our audience?Fine-tune ideas before launch or before the quantitative phase.
Techniques

Six ways to listen to your audience

Each technique reveals a different side of behavior. We combine the ones best suited to your objective, audience and timeline.

01

Focus groups

Moderated group discussions that get people trading opinions, revealing shared perceptions and points of disagreement. Held in person or online, with live streaming so your team can follow along.

Format: In person or onlineParticipants: usually 6 to 10Ideal for: testing concepts and messaging, and exploring new topics
02

In-depth interviews

One-on-one conversations that go deep into experiences, decisions and sensitive topics, free from group influence. A good fit for audiences that are hard to bring together.

Format: In person or remoteParticipants: one at a timeIdeal for: executives, experts, public officials and sensitive topics
03

Observation

We watch how people actually behave where they shop, use a product or receive a service. It shows what really happens, including what participants don’t notice or don’t mention.

Format: At the point of sale or useParticipants: direct observation and field notesIdeal for: understanding the real journey and shelf behavior
04

Mystery shopping

Trained evaluators go through the experience as regular customers, following a standardized script, and record what they find. It shows whether the service lives up to the brand’s promise.

Format: Stores, branches, phone or digitalParticipants: standardized evaluation scriptIdeal for: auditing service quality, service standards and competitors
05

Ethnography

We immerse ourselves in consumers’ daily lives, at home or at work, to understand habits, rituals and usage contexts that never come up in a conventional interview.

Format: In the participant’s environmentParticipants: individual immersionsIdeal for: innovation, product development and new markets
06

Communities

Online groups that run for days or weeks, with activities, discussions and tasks. They let you track opinions over time and co-create solutions with your audience.

Format: OnlineParticipants: ongoing participation over a set periodIdeal for: co-creation, tracking experiences and iterative testing
From conversation to insight

How a quote becomes a recommendation

Qualitative analysis sorts what people said into themes, identifies patterns and tensions, and turns them into business implications.

Transcript · Group 2Frequent shoppers
MODAnd what makes you choose where to buy?
P3I actually like the product, but the price changes every week and that makes me suspicious.
P5Same with me. I never know if I’m paying too much, so I end up going where I already know the salesperson.
P1Service matters a lot, more than promotions.
Theme: trust in pricingTheme: relationship with staff
Pattern identified

Unstable prices breed distrust and push customers toward people they already know.

Insight and recommendation

Trust beats discounts: communicate a stable pricing policy and invest in customer service.

Illustrative example.

How it works

From discussion guide to recommendation

01Objectives and guideWe define what needs to be understood and write the discussion guide.
02Recruitment by profileWe screen participants against criteria that match your target audience.
03Moderation and fieldworkGroups, interviews or immersions run by experienced moderators.
04Interpretive analysisWe sort what was said into themes and identify patterns and tensions.
05Report and presentationInsights, quotes and recommendations to inform your decision.
Recruitment and ethics

The right people, treated with respect and care

Recruitment by profile

A screening questionnaire makes sure every participant matches the audience defined for the study.

Participant panel

Members of the Checon panel make it faster to recruit specific profiles.

Consent and LGPD

Participants consent to recordings and to the use of their information, which is used for research purposes only.

Live viewing

In online groups, your team can watch the discussions in real time.

What you get

Deliverables of a qualitative study

01
Discussion guideValidated with the client’s team.
02
RecruitmentParticipants screened by profile.
03
RecordingsAudio and video, with consent.
04
TranscriptsOrganized for easy reference.
05
Interpretive reportThemes, insights and quotes.
06
PresentationSummary and recommendations.
In communication, the viewer has the final say.What we took from this project
Client case

One extra word in the voice-over, a different company in people’s minds

Challenge
Find out how an institutional campaign would land with the public before it went on air.
Method
Qualitative pretest with online focus groups, designed to avoid leading responses.
Result
Guidance to refine concepts, adjust messages and choose the campaign’s positioning.

Read the full case study →

Frequently asked questions

Questions about qualitative research

Question 01

What’s the difference between qualitative and quantitative research?

Qualitative research explains why. It explores motivations, perceptions and emotions with smaller groups, through focus groups, interviews and observation. Quantitative research measures. It uses representative samples and structured questionnaires to produce percentages with a margin of error. The two work together, and many studies start with qualitative research and then measure the findings quantitatively.

Talk to a specialist
Question 02

What’s the difference between a focus group and an in-depth interview?

In a focus group, a moderator leads a discussion among several participants, bringing out shared opinions and disagreements. An in-depth interview is one-on-one, which lets you explore personal experiences and sensitive topics in depth and makes it easier to include hard-to-reach audiences, such as executives and experts.

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Question 03

How many focus groups does a study need?

It depends on how many audience profiles you need to hear from and how varied you expect their opinions to be. Typically, each key segment gets more than one group so patterns can be confirmed. Checon recommends the right design in the proposal, based on the study’s objective.

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Question 04

Do online focus groups work as well as in-person ones?

Yes, for most objectives. Online groups bring together participants from different cities, cut travel costs and let your team watch live. In-person groups are still the better choice when participants need to handle or taste products, or when you want to observe reactions together.

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Question 05

How does a mystery shopping study work?

Trained evaluators pose as regular customers and go through the purchase or service experience following a standardized script. They record criteria such as wait time, courtesy, product knowledge and adherence to procedures. The results show whether the operation lives up to the brand’s promise.

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Question 06

How are participants recruited?

Participants are screened with a questionnaire, based on the profile defined for the study, and may come from the Checon participant panel or from custom recruitment. Everyone consents to taking part and to being recorded, and data is handled under Brazil’s data protection law (LGPD).

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