Qual Street

Dedication to the answer


Setting up Zoom research sessions


When you start strong everything else flows better…

At QS, we’ve realised that the warm-up/ way you start Zoom research is different from face to face…

… here’s our warm-up approach and check-list

  1. thank everyone for coming and re-name them so that a) they are not revealing their surname and b) their name fits with who you think they are (not ipad2 :))
  2. explain about recording, gain their consent and remember to start recording
  3. then it’s worth getting participants tuned in to what we need from them
  4. “…don’t treat this like work – so if you are in a small group it’s better to keep your mike open – don’t mute”
  5. “…give us your full attention – please get rid of distractions like phones/ email and other people”
  6. “…try to place yourself in a good position: in good light, centred on the screen”
  7. “…don’t censure or hold back (to be polite), we want to know how _YOU_think, feel, behave…”

Some other pointers:

  • it’s great to have a hostess to manage the arrivals process (you can give them co-host permissions) the team at Beam are great at doing this
  • less is more: fewer participants and shorter sessions (4-5 people and blocks of around 1 and a quarter hours… you can take breaks and come back)
  • have a back-up support moderator if you can
  • make the most of the benefits Zoom affords you: screen-sharing; the chat function for questions/ asides
  • be playful, get people to draw and hold their pics up on the screen, go into break-out rooms together, use their PCs…
  • invite clients to participate, encourage them to say hi at the beginning and the end and then ‘go dark’

PS other software is available :)


Kath Rhodes, Qual Street Owner

I love love learning and so I invest time and resources with Ambreen and Claire into exploring social psychology, neuro science, creativity and new techniques in research. Read all about it and help yourself to the ideas that will deliver your business the insight it needs

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@Qualstreet on 17 March 2023