Posts Tagged 'research'

Dress for the Occasion

You ever heard the phrase “You never get a second chance to make a first impression?” In the longitudinal research world, this is especially true. The way you present yourself to your clients or contacts can affect your outcome dramatically. Especially your clothes. This goes for the office or out in the field. 

For instance, when I was looking for my substance abusing clients I did everything in my power to not look like a police officer. Rock T’s, a backwards hat, Converse shoes…the whole works. I’m not saying people didn’t look me up and down, but they never thought I was a cop. If I would have looked for my clients in business casual, nobody would have talked to me. 

Make sure to think about what (appropriate) attire will make your clients as comfortable as possible. It can make all the difference. 

Looking for clients? Throw a party!

Everybody loves a party. Or a free meal. You can use this to your advantage. At the university, we threw a couple barbeques every summer. We’d invite all our current clients a couple weeks in advance. Then we’d buy some burgers, hot dogs and soda and set up shop at a nearby park. The benefits were plenty:

1. Touch base with clients.
See how they’re doing. Remind them of their future appointments. Overall, just hang with them. Great rapport opportunity.

2. Get the word on the no-shows.
Because we were working with people from the street, they seemed to know each other or knew of each other. Plus, many were inclined to talk about what was happening on the street, so we always listened for the status of other clients. Barbeques presented a perfect opportunity for this to happen. Remember, word will spread about the party on the street too.

3. Give your staff a day in the sun. 
You’re not only building rapport with clients, but the same goes for your staff.  Hanging out in the sun, eating some food and listening to music sounds pretty good to a lot of people.

So throw a party!  You’ll be pleasantly surprised by the results.

A Trip to the Dentist

My friend Trisha tried out a new dentist recently. She set down the large StarBucks latte on the counter and told the receptionist she had an appointment. They checked her in as quickly as possible.

After settling into the dentist’s chair, the hygienist went to work.

“So how much coffee do you drink?” asked the hygienist.

“A lot,” said Trisha.

“You know that’s not good-”

“Oh Carol, she’s not gonna stop drinking coffee,” said the dentist walking in. “That stuff is good!”

Trisha smiled as the hygienist shut up. 

So what does this have to do with research follow-up?  Well, for one thing, Trisha raved about the dentist and looked forward to going back. The dentist related to Trisha as a human being, not as a professional who feels she should scold her for drinking something that stains her teeth. You don’t think Trisha already knows this?

Bottom line: Try to create a research environment like the dentist did. Tell it like it is and don’t criticize them for anything. It will keep them coming back.

Damage Control

Soon after entering the research field, I heard many mumblings of distrust among the clients. References to the Tuskegee study were common, with the whole picture painted with that brush. Our clients were dispossessed, which fed into the mindset. Many were convinced we were making big money off them. Or we were using them to have cushy jobs. 

At first I was offended. But that didn’t do me any good because you can’t sugarcoat things like Tuskegee. Here’s the one strategy I used:

Have the conversation.

Until you do, the toxicity of the topic will remain. Don’t avoid it. Inquire more about their beliefs, and how they came about. Respond with your own beliefs about Tuskegee. You may agree with them. But make sure to explain the legitimacy of your study in detail before your conversation ends. Opening up will only create more buy-in for your project. 

Seth Godin put out a helpful post about this topic.

Bottom line: Listen to your clients. Share your views too.

If I Can Do It…

You can do it. You’ve heard it a ton, but the phrase works with research follow-up. I didn’t start out confident in finding the unfindable. Let me give you a little context.

I grew up in North Dakota. Now, there’s only about 12 people in North Dakota, and everyone knew everyone else. For instance, I spent my childhood in a town where a typical newspaper article stated something like “Ferguson Grandparents Visit This Weekend.” You think I’m joking. Anyways, you ask a neighbor where Billy is, and lo and behold…

So this naive North Dakota farm boy moves to inner city Denver. Then gets hired by a university to work on a longitudinal study with hardcore drug users. Why’d they hire me? Had to be my character, because I had no research or tracking experience at all, and I didn’t lie in my interview.

Let’s step back. You know how much experience I had with hardcore drug users? The “hardcore” ND life consisted of guys putting back a case of Milwaukee’s Best in one night.

Now I get to follow-up on heroin and crack users. I was terrified. Not for my safety, but for the job and research. So I tried out the “hip to the streets” bit (similar to this scene from “Stir Crazy” [language warning]). My clients ate me up alive. So I dropped the act and let it flow naturally, for better or for worse.

Fast-forward 4 years, when I’m a guest speaker at a NIDA conference, training 300 PhDs and RAs on how to find research subjects who’ve gone missing.

It’s been a crazy, great journey, but here’s the point:

You and your project can achieve an amazing follow-up rate.

If I can do it, you can do it. So let’s get started…

Tracking Clients: Story #3

If I haven’t said it before, I learned this work the hard way. Here’s one example:

After doing some public records research, I generated a phone number for a client I was looking for after several years. I called the number.   A woman answered:

“Hello?”
“Yeah is Tanya there?” I ask.
“NO!”
“Can I leave a message for her?”
“Who is this?”
“I’m calling in regards to a health study she did a few years back.”
“She doesn’t want anything to do with your study!”
“Well ma’am, I need to hear that from her.”
“I’M HER MOTHER, AND I SAID SHE @%!&%#@…”

Well you get the drift. Anyways, it turns out Tanya was in jail, and I got the brunt of her mother’s frustration over the situation.

Lesson: First, don’t ever say you need to hear a refusal from the client and not the person you’re speaking to because they will flip out. Just say thank you and look for other leads. But do not stop your search unless the refusal comes from the client themselves.
Second, people may be rude to you, but remember there may be backstory to the situation that’s affecting their mood. I think Tanya’s mom had a good reason to be upset. I just happened to be the one calling. In other words, don’t take it personally.

Merlin Update

In earlier posts (here and here) I recommended Merlin for searching public records because you could spend the money whenever you needed. However, their policies have changed. For accounts that have low activity, there is now a $20 monthly fee. I wanted to make clear that this is now the case.

I will be doing some research on other lower cost options. Stay tuned!

Public Records Databases: It’s all in the name

If you don’t have an accurate Social Security Number on a client, you need to keep something in mind. In order to get the best information on this research client, one question will determine your public records strategy:

How common is their name?

John Smith
With him, you’re going to have to be creative to get the right public records. If you just submit that name in a search, you’re going to get a phone book of results. Not only will you have to input the full name, but you will have to put in a city, state and possibly a year of birth. You could search by a previous address, if you had it. If an SSN is associated with the name at that address, click it and reap the rewards.

There is one way you can ease the pain: get John’s middle name at his first appointment. Even a middle initial is huge. With common names, you need any differentiation possible.

Joey Joe Joe Jr. Shabadoo
The future’s looking bright. You could probably search the whole United States just by the last name (if allowed) and see what comes up. Anyone with that last name will likely be a relative.

Also, just put the name in Google. Any match has to be your man. I found a client from several years previous because his crazy name was mentioned in a newspaper from out-of-state.


Lesson:
Note the uniqueness of their name before you get their information. If it’s John Smith, go the extra mile to get as much as you can.

Locator Forms: The Best Weapon Against Attrition

Clients may not be as dumb as Homer, but they do feel the pressure if you don’t treat their private information with respect. So here are some tips for filling out a locator form with a new research client.

1. Fill it out as late as possible
Unless you’re a jerk. Then do it as early as possible. Seriously, the more time you have to build rapport, the more they will trust you and tell you.

2. Document their daily routine
No matter who you are, you have a routine. Drug addicts, doctors, acrobats…everyone. Asking them to describe a typical day is a good way to get them talking, and it also prevents you from waking them up during their nap time between 2 – 3 pm.

3. Don’t settle for one phone number
Things change. Maybe all you will need is one phone number. But think about the last time you changed your cell phone number. Did you know you were going to change it 6 months prior, or even 3 months? Get as much contact info as you can, including people who can get a message to the client (use those words too).

4. Ask for their Social Security Number last
Send me your SSN to this email. What? I’m a professional!…It’s a moot point. This is sensitive information and you don’t know me. Remember this the next time you ask a client for one. Explain the reasons why you are asking for one, and exactly how you would use it (if needed).

5. Have them fill it out if they prefer
Bottom line: Do whatever makes them the most comfortable when giving their personal information. If they fill it out themselves, thank them for saving you some work. But make sure it is adequate before you send them on their way. And if their handwriting is like mine, God be with you…

Check out this post and try applying the philosophy to the locator form experience. If you have any other tips with locator forms, please comment.

Tracking Clients: Quick Tip #1

If you call a number and it’s disconnected, don’t give up on it. The number may be temporarily disconnected because of an unpaid bill. Once it’s paid, you’re gold.

phone

For other phone strategies, check out this post.

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