All frameworks and cheat sheets

Process

Buying group interview study in six steps

From brief to invited buyers in one week

Process of six steps to set up a buying group interview study, from the brief to personal invite links for each buyer.
Six steps from brief to invited buyers, so the study is live inside a week.
Download PNGRead the full guide

A six-step setup for a buying group interview study in Koji. It is for marketers who want to interview the Starter, Checker and Signer at closed-won accounts. Follow the steps in order, then send each buyer a personal link from a CSV. The sequence comes from the Koji marketing playbook on buying group mapping.

Where this appears

What's in this process

  1. Start the study: Paste the one-line brief or pick the Buyer Persona Interviews template.
  2. Shape the brief: Ask the assistant to cover who was involved, the blocker and where AI came in.
  3. Add structured questions: Ranking for sources, a 1 to 10 scale for influence, choices for alignment.
  4. Screen for the right chair: Ask which part they played and mark the answers that qualify.
  5. Preview twice: Take it as the Signer and as the Checker. Previews are free.
  6. Invite each person: Import a CSV with an account column so each buyer gets a private link.

Use this image

Free to use in your docs, decks and posts under CC BY 4.0, as long as you credit Koji with a link to this page. To embed it, paste this into your page:

html
<a href="https://www.koji.so/visuals/buying-group-interview-study-setup-steps"><img src="https://www.koji.so/visuals/buying-group-interview-study-setup-steps/buying-group-interview-study-setup-steps.png" alt="Process of six steps to set up a buying group interview study, from the brief to personal invite links for each buyer." width="1080" height="1080" /></a>
<p>Source: <a href="https://www.koji.so/visuals/buying-group-interview-study-setup-steps">Buying group interview study in six steps</a>, Koji</p>

Related

Checklist of seven checks before launching a buying group interview study, from the account list to the report date.

Buying group interview pre-launch checklist

Table comparing Koji, surveys, agency interviews and DIY calls for researching a B2B buying group across eight criteria.

Ways to research a B2B buying group

Process showing the five parts of an in-depth interview guide: opening, warm-up, core exploration, concept review and closing, with timings.

In-depth interview guide: five parts