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Our blog contains a great many articles on user / usability testing, plain language, research with 'older' people and different research methods.


Self-image in service interactions

This post is about how people interact with financial planners, doctors and other professionals and what that means for research and testing.

When people interact they manage the 'self' that they present to the world in order to control it.

All of us change how we look or sound depending on our audience and the setting. For example, when a client consults a financial planner, both the client and the financial planner are working on creating an impression. The difference is that the financial planner is more familiar with this situation than the client is so their 'performance' will be more practiced and fluent. (Erving Goffman wrote a truly wonderful book about this: 'The presentation of self in everyday life’.)

Service situations often involve the meeting of unequals. The doctor knows more than the patient; the planner knows more than the client, and so on.  

Academics who study these interaction paradigms have found that when ordinary people are put in situations where they know they know less than the other person, they typically adopt one of two strategies, defensive or offensive:

  • A very 'defensive' client will try to avoid looking a fool by saying as little as possible.

  • A very 'offensive' client will try to achieve the same goal by steering the conversation to topics that they know about. 

In the first case, the client may listen carefully to the information they have been given, but the service provider has little opportunity to tailor it to the silent person's needs. In the second, the client may interrupt the service provider so often or ask questions about other issues that the service provider cannot fully convey their message, or has to resort to a simplistic analogy to make their point. 

Research implications

To research service interactions properly we need to ensure we do two things well:

  1. Understand all sides of the interaction.

  2. Take 'how people interact' into account.

Importantly, when we do research for you as a service provider, this means changing how we test concepts and how we measure satisfaction. 

 Are you in a service business? Don't lag behind when it comes to understanding your clients! We'd love to talk to you about the implications for your research. Contact Us.

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