Home › Work activities › Gather customer or product information to determine customer needs
O*NET detailed work activityGather customer or product information to determine customer needs
AI-assistLook into it
16 jobs19 tasks
AI can get you up to speed fast and suggest where to look, but you need to confirm findings against real sources, records or people.
Part of Collect data about consumer needs or opinions, under the O*NET work activity group Getting Information. Individual tasks below can carry a different label when their own wording calls for it (1 AI-ready, 15 AI-assist, 3 stays human).
Tasks built on this activity
- Read catalogs, microfiche viewers, or computer displays to determine replacement part stock numbers and prices.
- Determine replacement parts required, according to inspections of old parts, customer requests, or customers' descriptions of malfunctions.
- Converse with customer to determine destination, mode of transportation, travel dates, financial considerations, and accommodations required.
- Gather information from prospective customers to identify their solar energy needs.
- Obtain and study information about clients' products, needs, problems, advertising history, and business practices to offer effective sales presentations and appropriate product assistance.
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Develop an understanding of customers' needs and take actions to ensure that such needs are met.
- Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
- Interview clients to determine what kinds of properties they are seeking.
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
- Confer with customers and engineers to assess equipment needs and to determine system requirements.
- Learn about competitors' products or consumers' interests or concerns to answer questions or provide more complete information.
- Confer with clients to obtain and provide information when claims are made on a policy.
- Visit retailers and sales representatives to promote products and gather information.
Tasks where it is part of the work
- Greet customers and ascertain what each customer wants or needs.
- Greet customers and discuss the type, quality, and quantity of merchandise sought for rental.
- Visit establishments to evaluate needs or to promote product or service sales.
- Conduct user research to determine design requirements and analyze user feedback to improve design quality.
- Hear testimony from constituents, representatives of interest groups, board and commission members, and others with an interest in bills or issues under consideration.