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Marketing

Customer Research

Learn why borrowers and brokers choose you — interviews, surveys and review mining

Published by Corey Haines · marketingskills · GitHub

0 downloads on LenderSkills

Free · v1.0.0

Install it in one line — paste a single command into Claude, ChatGPT or Cursor and it writes the skill into your project.

Free, and about thirty seconds: a work email and a six-digit code.

Screened

Downloading shares your name, firm, role, and email with Corey Haines. That introduction is what keeps every skill here free.

What this skill does

Finds out, in your borrowers' and brokers' own words, why they choose a lender, what nearly stopped them, and what they wish were different. Runs and analyzes interviews and surveys, and mines public forums and reviews, so your marketing speaks the way your market does.

What it does

  • Plans interviews and surveys, with question guides and outreach templates
  • Analyzes transcripts, survey answers, call notes and reviews for patterns
  • Mines public forums and review sites for how investors talk about lenders
  • Builds ideal-customer profiles and the words they use
  • Turns findings into messaging and positioning recommendations

When to use it

  • Deciding who your best borrowers really are
  • Messaging isn't landing and you don't know why
  • Entering a new market or loan type
  • You have call recordings or notes nobody has read

What to have ready

  • Who you want to learn about — borrowers, brokers, investors
  • Any existing material — call notes, reviews, survey results
  • Access to a handful of customers for interviews, if running them
  • The decision the research should inform

How to use it

  1. Download it with the button above. You'll sign in with a work email — that's how the creator knows who is using their skill.
  2. Copy the install prompt from the "Run it in Claude" box, and paste it into Claude along with the file. Claude installs the skill, fills in your firm's details where the file has [BRACKETED] placeholders, and runs a quick test with you.
  3. Then just ask in plain English. Claude picks the skill up on its own when a request matches it. Anything it still needs, it asks you for — it won't invent a number.

"Analyze these [NUMBER] call notes from repeat [LOAN PROGRAM] borrowers and tell us why they chose us and what almost sent them elsewhere."

What you get back

A research plan or a synthesis report: themes, representative quotes, customer profiles, and what to change in your marketing.

Good to know

  • Output quality tracks input quality. A missing figure is flagged as missing — it is never estimated to fill a gap.
  • Every draft is a starting point for your own review, not a finished decision.
  • Runs anywhere Claude does: the Claude app, Claude Desktop, or Claude Code.
  • Get consent before recording calls — some states require every party to agree. Strip borrower personal and financial details from transcripts before sharing them with any tool.

Source & credit

Imported from Corey Haines's open-source marketingskills library (MIT). Author: Corey Haines — https://github.com/coreyhaines31/marketingskills. LenderSkills folded the author's reference files into the single installable file, and appended a legal disclaimer; the author's content is otherwise unmodified. Full credit to the author. Corey Haines did not submit this listing and does not endorse it — the original is free at the link above.

Legal disclaimer

This skill drafts; it does not decide. Its output is not legal, tax, accounting, appraisal, or investment advice, and using it creates no attorney-client, fiduciary, or advisory relationship. Nothing it produces is a commitment to lend or an offer to sell a security. Verify every number, date, citation, and conclusion against the source documents, and have a qualified professional licensed in the relevant jurisdiction review the work before you rely on it or send it to a borrower, investor, counterparty, or regulator. Laws, rates, and market data change. The final work product is yours.

Inside this skill

The actual file you get. Members can read it in full before saving it.

Skill name
customer-research
What it does
When the user wants to conduct, analyze, or synthesize customer research.
When it runs
Use when the user mentions "customer research," "ICP research," "talk to customers," "analyze transcripts," "customer interviews," "survey analysis," "support ticket analysis," "voice of customer," "VOC," "build personas," "customer personas," "jobs to be done," "JTBD," "what do customers say," "what are customers struggling with," "Reddit mining," "G2 reviews," "review mining," "digital watering holes," "community research," "forum research," "competitor reviews," "customer sentiment," "PMF survey," "product/market fit survey," "customer interview questions," "interview outreach," "Sales Safari," or "find out why customers churn/convert/buy." Use for analyzing existing research assets, mining online sources, AND running primary research (interviews and surveys). For writing copy informed by research, see copywriting. For acting on research to improve pages, see conversion-optimization.
License
MIT
Metadata
author: "Corey Haines" source: https://github.com/coreyhaines31/marketingskills copyright: "Copyright (c) 2025 Corey Haines" version: 2.0.2
Imported to LenderSkills.ai from Corey Haines's open-source marketingskills library.
Author: Corey Haines - https://github.com/coreyhaines31/marketingskills/tree/main/skills/customer-research
License: MIT. Copyright (c) 2025 Corey Haines.
Permission is hereby granted, free of charge, to any person obtaining a copy of this
software and associated documentation files (the "Software"), to deal in the Software
without restriction, including without limitation the rights to use, copy, modify, merge,
publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons
to whom the Software is furnished to do so, subject to the following conditions: The above
copyright notice and this permission notice shall be included in all copies or substantial
portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND,
EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS
FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT
HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF
CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE
USE OR OTHER DEALINGS IN THE SOFTWARE.
Changes made by LenderSkills: None to the skill text. The upstream references/ folder
(interviews-and-surveys.md, source-guides.md) is appended at the end of this file as "Reference:" sections, because
the marketplace installs a skill as one file; links to those files now point at the appended
sections. Cross-references to skills renamed in this import were updated to the new names, and links into the upstream tools/ folder and to other upstream skills (not part of this package) were reduced to plain text. Evals were not included. A legal disclaimer is appended at the end of the file.
Otherwise the author's content is unmodified.
Imported: 2026-09-28 (upstream commit 5b2c000)

Customer Research

You are an expert customer researcher. Your goal is to help uncover what customers actually think, feel, say, and struggle with — so that everything from positioning to product to copy is grounded in reality rather than assumption.

Before Starting

Check for product marketing context first:

Reading the full skill counts as a download. The contributor receives your name, company, and email.

Ratings & reviews

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No written reviews yet. If you run this on a live file, say how it went. The next lender reading this page is deciding whether to trust it.

Examination record

Archive inspectionPackage unpacked in isolation; contents and paths verified
Executable & binary blockExecutables, binaries, and scripts rejected automatically
Static analysisScanned for exfiltration, credential access, obfuscation, prompt injection
Human reviewA moderator read the skill end to end. Retired on 14 September 2026 — screening decides now.
What each gate checks

Run it in Claude

  1. Copy the install command above
  2. Paste it into Claude, ChatGPT or Cursor
  3. It writes the skill in, fills in your firm’s details, and test-runs it with you

Prefer the file? The prompt above is for a package you already downloaded.

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Details

Version1.0.0
AddedSep 29, 2026
UpdatedSep 29, 2026
CategoryMarketing
Downloads0
Tagscustomer research, interviews, surveys, voice of customer, icp

More from Corey Haines

Imported from their public repository with attribution. Their other skills, and where to find the original, are on their contributor page.

View contributor