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Why I Underwent Psychoanalysis in the Name of Coca-Cola

What do your deepest held feelings and secrets have to do with Coca-Cola and its remarkably successful marketing campaigns? Quite a bit -- and I'm your evidence.

Let me explain.

A few weeks ago, several members of our editorial team were planning a video interview with marketing guru Jerry Zaltman, author of a just-published book, and new Harvard Business Review article. Jerry's work is highly visual -- in fact it's all about the use of metaphorical imagery to understand what consumers really think. To help bring his technique to life for our audience and to satisfy my own -- generally skeptical -- curiosity, I decided to go through the process myself.


As a relatively private person, there would be moments later on that I would regret this idea.

Jerry's market research technique, ZMET (Zaltman Metaphor Elicitation Technique), is a rigorous and, for me, at least, emotionally draining experience. It gets consumers to express their deepest feelings about a particular product or brand -- whether they intend to or not -- through a multi-stage encounter that whisks one from grade-school collage-making through something like psychoanalysis and back again.

It begins with a simple enough mandate: go find half a dozen or so images from magazines, newspapers, websites, etc. that express how you feel about the product in question, which for me was Coca-Cola. The only rule: no images of the product itself or other soft drinks. The key was to find images that represented your feelings.

Next, show up with said images in hand for an appointment at the office of Jerry's consulting firm, Olson Zaltman Associates, in Boston.

Stage one, the image-clipping, was both fun and thought provoking. It forced me to pause and really think about what Coca-Cola meant to me. But in no way did it prepare me for stages two and three, which comprised nearly two hours of interviews with two members of Jerry's team who succeeded in eliciting thoughts and feelings about Coca-Cola I had no idea I had.

Using my sloppily torn images as a launching point, the first interviewer got me to discuss childhood visits to my grandparents' home, express deep concerns about the health of my family, and wax philosophical about the state of the music industry before I knew what hit me. And it wasn't all just rambling nonsense -- under the expert guidance of my interviewer, the conversation continually looped back to my surprisingly -- shockingly -- strong feelings about Coke. (I understand that there was a ready box of Kleenex lurking somewhere just off camera.)

What I found particularly interesting about the experience was how the interviewer was able to push and prod to unearth more and more of my thoughts without leading me toward any particular answer. In many cases, it was simply a matter of her picking up a piece of one answer and framing a new question to drill in more specifically on an idea that she felt held promise to be revealing. There were a great deal of "why" and "tell me more" queries: "You said you can still hear the sound of your grandfather opening an 8-ounce bottle of Coca-Cola. Tell me more about how that made you feel." The interview process would occasionally come right up to the point of being frustrating, but it never crossed the line. In spite of the often repetitive line of questioning, I found myself wanting to explain; wanting to give the interviewer the level of depth she seemed to be seeking.

Directly on the heels of the interview, I was passed on to one of Zaltman's imaging specialists who worked with me to take the now-digitized versions of my magazine clippings and create a master image that reflected an aggregate view of my most primary feelings about Coke. During this part of the process, in which I was required to place varying degrees of weight and emphasis on different associations and to explain how they did or did not fit together, my overall feelings about Coke began to come into sharper focus.

Here's the image:

Paul-Digital-Image.jpg

What does it all mean? I won't bore you with the details. But suffice it to say, there's a reason why the ice-cream sundae is upside down, why the coffee stand has that blurry tail, and why Tiger Woods appears to be standing in chicken noodle soup.

So what does the Zaltman team do with the deepest secrets of half-sane consumers like me and what can all marketers learn from his techniques? That's the crux of the video embedded above.

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Comments

Paul and Gerry - thanks for a terrific interview, I found it very insightful - to think that Coke had missed out on 50% of the meaning of the brand to the drinker - that personal time out/ "space for me during my busy day" source of consumer value. Increasingly businesses are starting to apply sophisticated marketing techniques to the segmentation and delivery of a branded employee experience - I would like to know if Gerry and his team have applied the ZMET approach to understanding " deep metaphors" that employees hold that senior executives and line managers can leverage to really energise and engage their people? Bill Lang

- Posted by Bill Lang (HBS MBA 1991)
July 3, 2008 7:35 PM

Re Bill Lang's query

Bill, we have applied this technique to a number of organizational issues. These include such topics as: what it it like to be innovative in your company; feelings about a pending organizational restructuring; diversity in the workplace; leading an innovative program; dealing with messy or ill-structured problems in the workplace; knowledge sharing among colleagues; and a day in my life at work. As you would expect there are many deeply held and largely hidden thoughts and feelings about these and related issues that surface.

- Posted by Jerry Zaltman
July 4, 2008 10:01 AM

Very very interesting! Jerry, could we say that this technique reveals the REAL motivations to consume a product/service or is this a very simplistic conclusion on my part?

- Posted by Jorge Castillo
July 5, 2008 8:44 PM

Re Jorge Castillo's query

Jorge, you raise an important question. The technique does reveal the motivations to consume (or avoid) various goods and services. It provides deep insights into the "anatomy" of a need and the experience people have in addressing that need. In doing so it identifies the emotions, frames, values and attitudes that shape or propels (motivates) how we approach our needs and ways of satisfying them.

- Posted by Jerry Zaltman
July 6, 2008 9:53 AM

The approach is fascinating. How would you compare this an ethnographic methodology? Even with talented interviewers, it seems the reliance on consumer's to provide their own insight is a major challenge to getting accurate feedback. Since both types of research are far beyond what receives funding in my organization, can you suggest an step one?

- Posted by Cherylynne Crowther
July 7, 2008 7:11 PM

This is fascinating. How would you compare this approach to ethnographic research? The first seems heavily reliant on consumer insight even with talented interviewers. And to the article's headline, can an organization capture a range of consumers through such an emotional experience? I would expect some failure rate in the questioning, especially if the product or service were touched on personal issues.

- Posted by Cherylynne Crowther
July 7, 2008 7:15 PM

re Cherylynne Crowther queries

Your posting has several relevant issues. I'll try to be brief but don't hesitate to ask for clarification. Responses are in no special order:

1. First an important observation: all methods are compromises with reality. The challenge is to select a method or bundle of methods that fit the nature of the problem and avoid inadvertently changing the the problem to fit a familiar or easy to use method.

2. True ethnographies are very valuable. They require spending extensive time with the population of concern. Context is very important and properly done ethnographic work is excellent at providing contextual insights. It permits an understanding of consumers within a larger system of implicit beliefs and other practices. Often resource constraints prevent true ethnographic work from being done. The ethnographic label is used but not the fundamentals of the method.

3. Deep interviews provide a detailed, accurate understanding of the emotions and reasonings occurring within a context. The context might be very broad such as attitudes about shopping or specific such as the checkout counter experience. Insights are obtained about the system of implicit and explicit thoughts and feelings that structure consumer experiences. The larger social context -- where ethnography excells -- is captured less directly. The gain, however, is in obtaining detailed information about how that context is internalized.

4. Fortunately, regardless of approach, the deeper you go in your research -- the more time you allow people to express their thoughts and feelings through nondirective probing or display action -- the more you find common denominators that underlie surface differences. These common denominators are the important shared dimensions around or about which people may vary on the surface. Understanding these common denominators (like deep metaphors, basic values, and needs) is absolutely critical. Validation studies clearly indicate that a small number of consumers can provide the basic dimensions driving the behavior of a much larger population. They are indeed representative.

5. The use of nondirective interviewing is very important in enabling consumers to express their hidden thoughts and feelings -- what they don't know they know. As with true ethnography, this requires time and a highly trained personnel.

6. The information obtained from consumers when they are allowed enough freedom to express themselves in their own way or to be observed appropriately avoids the classic problem of surveys and focus groups of only learning what consumers think about what the researcher gives them to think about (e.g. issues selected for inclusion in a survey) or what consumers think about what other consumers think. Remember, the average air time for consumers in a focus group is only about 10 minutes and those 10 minutes do not build on one another in an in depth way.

7. Finally, budget. Obtaining an important insight about an important question can be priceless. Ask those who control budgets, what is the value of a great idea? And what is the cost of a superficial or poorly understood idea? Research budgets should be established with these questions in mind.

Appologies for the lenghtly response.

- Posted by Jerry Zaltman
July 8, 2008 8:07 AM

Thanks for the illuminating answers Jerry. I have two more questions.

In the interview video you give us two examples: a tire linked to the security need and a beer linked to the connection need. Which other strong needs have you detected that can successfully be addressed?

Also, how is ZMET related to the Maslow's pyramid?

- Posted by Jorge Castillo
July 17, 2008 2:53 PM

Paul,

Pretty interesting interview and a disturbing topic too.

It's a very cool methodology - using the images. Reading your description of the process reminded me of my first two years of design school where we were immersed in (what in hindsight) was basically image creation, decomposition and analysis. Your resulting collage brings to mind Dadaist collages. Now that I think about it, seen in that light, Zaltman's method makes utter sense given that Dada helped set the direction for much of modern commercial advertising and propaganda.

- Posted by Chris Anglese
July 17, 2008 4:13 PM

Great new technique to sucker more unsuspecting people into drinking swill. Coke is a terrible product and it's time is up. Health concious people will no longer buy into this garbage that it's good for you. I feel really bad for all the people Coke has been swindling over the years.

- Posted by Arijit
July 18, 2008 11:51 AM

Gerry and Paul: Thanks for a terrific interview. Gerry: I also enjoyed your book very much. It was fascinating reading. Recent increases in food and energy prices have had a significant impact on the poor and have created both social and political unrest and new calls for companies to engage with the 4 billion poor who make less than $5 per day. However, companies are facing serious challenges in finding how to benefit from this huge but poorly understood group of customers. What is the potential of ZMET to help companies better understand these potential new customers and expand their operations to previously untapped markets.

- Posted by Djordjija Petkoski
July 22, 2008 10:59 AM

Dr. Zaltman,

I am an avid fan of your works and have recommended you to my leaderships.

How would you differentiate your techniques from neuroscience/marketing?

Regards,
Rikk Kretue

P.S. Paul, marvelous interview with Dr. Z!

- Posted by Rikk Kretue
July 23, 2008 10:11 AM

Dr. Zaltman,

I am an avid fan of your work and have highly recommended to my bosses.

How would you differentiate your methods to neuroscience/marketing?

Regards,
Rikk Kretue


P.S. Paul, marvelous interview with Dr. Z!

- Posted by Rikk Kretue
July 23, 2008 10:14 AM

Reply to Djordjija Petkoski

At one time I was actively involved with infant nutrition programs in Central America and in parts of Asia. I was often struck by the differences between the poor and the various non profit and for profit organizations attempting to serve them in how they viewed a healthy diet. Furthermore, the different viewpoints were often rooted in very difference knowledge and value systems. In a sense, there were two different "languages" of understanding. This contributed to a mismatch between what was being provided (and how it was delivered)and what was being sought. So, a first step for a company hoping to serve this huge and potentially viable market is to understand the similarities and differences between their language and those of the market they would like to serve. A second step is to understand that it may be necessary to start by speaking the language of those being served. That is, it is necessary to first communicate using the frames or viewing lens of the market before attempting to change them to a nutritionally better informed view. This will result in an earlier acceptance of the offered goods and services.

- Posted by gerald zaltman
July 30, 2008 2:09 PM

Reply to Rikk Kretue

Let me begin with the following statement often found in the neuroscience literature: the mind is what the brain does. Thus, any attempt to influence the mind ultimately involves stimulating neural activity. Similarly, any attempt to understand what consumers think and feel -- their state of mind -- ultimately involves understanding the content of their neural activations. A thought is simply a set of neural activations.

I am not sympathetic to the popular use of the term neuromarketing (which you carefully avoided using). All marketing efforts and all research methods ultimately involve affecting and/or decoding the neural activity that gives rise to the mind. Recently, diverse biometric measures of brain activity have been called neuromarketing. They measure the presence or absense of emotions and information processing. This can be valuable. However, they do not reveal, indeed cannot reveal, the actual content of those emotions, feelings, or the meanings that are being created, retrieved or encoded when information is being processed. This is where ZMET comes in. It tell us the content of thought. Using both ZMET and biometric techniques together can be helpful.

- Posted by gerald zaltman
July 30, 2008 2:36 PM

Hi Prof Zaltman,
i have been keenly following for the past 5 years the fascinating work you do. congrats.

in the ZMET technique how do you make sure that it is the sub conscious metaphors that are being culled out and not 'false memories' that human brain is known to generate?

- Posted by biju dominic
July 31, 2008 2:17 AM

it seems to be a shift toward a Freudian slip.
A battle between using behavioural science (finding ways to make people behave/consume in a certain way) versus using Psyche (a man's own structure) in marketing a product.

- Posted by amber
August 4, 2008 1:04 PM

Hi Jerry,

I feel whole excercise is to make subject(consumer) to delve into those hidden factors which he/she never thought of while making buying decisions.This excercise seem to be more apporpriate in case of impulsive buying where no rational can be given.However i feel this technique can help many companies to design their branding strategies.
Good work Jerry!

Regards
Ritesh Singh Rajput
India

- Posted by Ritesh Singh Rajput
August 5, 2008 3:37 AM

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