Research Readers Before Writing Sales Copy

A sales page can be polished and still miss the reason someone is reading it. The gap usually opens before drafting. The writer has a loose idea of the audience but no clear account of the reader’s situation, decision or next step. Research replaces those guesses with evidence. In this chapter you define a specific reader and the progress they want. You gather their words from interviews, reviews and enquiries. Then you turn the findings into a short brief. Along the way you keep what you know separate from what you infer. By the end you can open any copy assignment with a defined reader, a clear action, evidence about their decision and a list of assumptions still to check.
Define the reader, situation and desired action
Research Readers Before Writing Sales Copy

A reader is more than a demographic
“Small business owners” describes a large audience. It does not tell you what any of them is trying to decide. Useful research narrows the reader by situation: what prompted them to look, what they already know, what they are comparing and what could stop them acting. A founder choosing a payment service before opening a shop faces a different decision from one replacing a provider after a failed transaction.
Jobs-to-Be-Done gives you a lens for that situation. In Harvard Business Review, Clayton M. Christensen, Taddy Hall, Karen Dillon and David S. Duncan argue that the circumstances a person is in explain their choices better than their characteristics do [1]. They add that a job is never only functional. It has social and emotional sides too. Here “job” means the progress a person wants, not their job title. Use the lens to shape your questions, not to answer them.
Specify the action
A desired action must be observable. “Feel interested” is not something you can count. “Book a product demonstration”, “request a quote” or “start an application” is. Choose the action the copy should prompt and name where it happens.
- Reader: a role in a relevant situation, not a whole population.
- Prompt: the event, need or task that brought them here.
- Decision: what they are weighing or trying to understand.
- Action: what they should do after reading.
- Boundary: who the copy does not address, if that changes the message.
Work from the decision
Suppose Emma, a marketing specialist in Hyderabad, is writing a landing page for a regional accounting software provider. The page is for independent consultants comparing ways to organise invoices before tax season. The action is to book a demonstration. That framing hands Emma clear questions. What triggers the search? What is hard to manage now? What would make a demonstration worth the time? Which concerns could stop a booking?
Real case: Arm & Hammer
FullStory’s Justin Owings describes how Arm & Hammer watched customers and found they used its baking soda to clean and freshen, not only to bake. The company built products for those jobs and changed its communication to show the uses, including on the box [3]. Find the progress readers already seek before you pick which features to lead with.
Before drafting, finish four sentences: “This copy is for…”, “They are considering this because…”, “They need to decide…” and “After reading, they should…”. Check that the action fits the situation. A reader still comparing options may need a conversation before a commitment. And do not mistake a persona for evidence. Invented details about age or personality do not establish a buying need.
Practical takeaway
Before drafting, be able to say who is deciding what, why now, and what action the copy should prompt.
Gather language from interviews, reviews and enquiries
Research Readers Before Writing Sales Copy

Look where readers already speak
You rarely need a large formal study to start. Useful material often sits in customer interviews, product reviews, support tickets, enquiry forms, sales-call notes, feedback portals and customer relationship management records. UserVoice’s guide describes collecting feedback from sources like these, bringing it into one view, then finding patterns and acting on them [2].
Copywriter Joanna Wiebe of Copyhackers explained in a 2017 Wistia interview that this work is manual [4]. Her team reads survey answers, interviews and public reviews line by line, then highlights and tags phrases that repeat or surprise. She gives an example: a team might stress ease of use when customers actually say the product makes them faster. The next step is to gather those “fast” phrases and test them in copy.
Each source has limits. A review comes from someone who chose to write one. A support enquiry reflects one question in one context. A sales-call note may carry the seller’s summary. Treat each item as evidence of what one person said, not proof of what every reader believes.
Keep observation distinct from interpretation
Record exact wording in quotation marks when you have it, and keep your explanation in a separate field. Suppose a buyer writes, “I need to know whether this will work with our current booking system.” The observation is a question about compatibility. Your interpretation might be that switching systems feels risky. That may be fair, but it stays an inference until other evidence supports it.
Separate the evidence from the inference
Exact phrase: “Can I cancel if the dates change?”
Source and context: enquiry before booking
Possible concern: commitment feels risky
Check whether this appears in other relevant sources
Collect material consistently
Suppose Daniel, a customer-support lead in Rotterdam, is helping a logistics firm write copy for a delivery service aimed at small retailers. He pulls relevant questions from enquiry emails, feedback forms and recorded interviews. For each item he notes the source, the reader’s situation, the exact wording and any interpretation he wants to test. He removes personal details the task does not need and follows his organisation’s rules on customer data.
- Start with a research question tied to the reader’s decision.
- Copy the wording accurately and record its source and context.
- Group similar questions without erasing real differences.
- Mark any explanation you add as an interpretation, not a quote.
Two mistakes are common. One is treating a memorable comment as the audience’s shared view. The other is polishing a reader’s words into marketing language before you record them, which erases the concrete concern you need to answer. Frequency alone tells you little. Check who asked, at what point and what proof might help them decide.
Practical takeaway
Keep the reader’s words, their source and your interpretation in separate fields. That small habit makes research easier to check and safer to use.
Turn research notes into a usable copy brief
Research Readers Before Writing Sales Copy

A brief connects evidence to a writing decision
A research brief is not a transcript or a pile of every comment. It is a short working document that tells the writer who the copy addresses, what that reader is trying to do, what evidence supports the message and what action to prompt. It helps someone choose which concern to answer first, what proof to include and what the call to action should ask. The structure below is a practical one used in this course, not an industry standard.
Build the brief from the notes
- Assignment: the copy format, the offer and where the reader meets it.
- Reader and situation: who is deciding, what prompted the search and what they need to resolve.
- Desired action: the observable action and where it takes place.
- Evidence: recurring questions, exact phrases and decision criteria, each with its source.
- Message implications: what the copy should explain, prove or clarify.
- Assumptions and open questions: interpretations and what still needs checking.
Do not give every note equal space. A finding belongs in the brief when it changes how the writer understands the reader or shapes the message. Interesting details that change nothing stay in the research record.
Work through an example
Suppose Leo, a communications specialist in Lagos, is preparing an email for a regional bank that offers a business account to independent caterers. The email should prompt an enquiry about opening an account. Enquiry notes ask about separating business and personal spending, which documents an application needs and how long the process takes. Leo records the exact questions and their sources. The idea that readers fear rejection is his interpretation, so he marks it for checking rather than making it the central claim.
Leo’s brief might read: “For independent caterers considering a separate business account now that they take regular customer payments. Prompt an enquiry about opening an account. Enquiries ask how to separate spending and what an application requires. Explain the enquiry route and give verified application details. Check whether fear of rejection appears in further reader evidence.” It guides a draft without pretending the research answered everything.
Check whether the brief is ready
Read the brief as if you had missed the research. Can you name the reader and situation? Is the action observable? Can you trace key reader language to a source? Are interpretations labelled? Does each message implication follow from the evidence? If a writer would have to guess, revise the brief or state the open question.
Common problems include pasting a whole interview into the brief, reporting a team opinion as a customer finding and leaving out the action. Keep claims about the offer separate from reader evidence, and confirm product details with the right internal source before you use them.
Practical takeaway
A useful brief links reader, situation, evidence and action, then labels assumptions so the next person can judge them.
Checkpoint
Research Readers Before Writing Sales Copy

Bring the evidence together
Suppose Sara, a marketing coordinator in Melbourne, must prepare a landing page for a subscription meal service aimed at shift workers. The page should prompt a trial order. Customer enquiries ask whether delivery can fit changing work hours. Reviews mention convenience but do not say which delivery arrangements readers need. A colleague says the audience mainly wants cheaper meals. Your task is to turn this into a sound brief without treating that view as a finding.
What good looks like
You can name a specific reader in a real situation, state the action the copy should prompt and back your message choices with reader evidence. You keep exact language and its source, separate observation from interpretation and mark open questions instead of filling them with confident guesses. Your brief gives another writer enough direction to draft and makes your reasoning easy to check.
This chapter
- Jobs-to-Be-Done BIZ
- A way of understanding the progress a person seeks in particular circumstances, including functional, emotional and social outcomes.
- Desired action BIZ
- The observable response a piece of copy is intended to prompt, such as booking a demonstration or submitting an enquiry.
- Reader language BIZ
- Words people use when describing their needs, questions, experiences or decisions in relevant source material.
- Customer relationship management BIZ
- The practices and records an organisation uses to manage interactions with current and potential customers.
- Copy brief BIZ
- A working document that guides a copy assignment by setting out its reader, situation, evidence, message needs and intended action.
- Call to action BIZ
- A prompt that tells a reader what action to take, such as enquiring, booking or ordering.



