---
title: "Musgrave — Product Follow-Up Items"
customer: Musgrave (ShopTalk)
contacts:
  - Cliona Kennedy
  - Shannen Kearney
  - Peter Kenefick (boss of Cliona and Shannen)
last_updated: 2026-09-11
---

# Musgrave — Open Product Follow-Up Items

Items raised by Musgrave that require action, investigation, or a follow-up conversation. Add new items here after each session.

---

## Open items

### MUS-009 — Customer Closeness proposal and suggested approach
**Raised by:** Musgrave Insights team; source F01 and F02 in the [reviewed conversation](../../research/interviews/2026-09-09-musgrave-customer-closeness/review.md#requests-and-next-steps-mentioned-in-the-meeting)
**Session:** 2026-09-09 Customer Closeness conversation
**Summary:** Musgrave asked for a structured proposal with options, early moves and a roadmap. Empathy said it would return with a summary, examples and a suggested approach. Desmond selected this as agency-side work, not an EmpathyIQ product-team task.
**Ask:** Prepare the agency proposal and suggested approach, making use of existing Musgrave data/ShopTalk where possible and separating immediate actions from later programme development.
**Owner:** Declan / agency side
**Due date:** Not agreed
**Status:** Active — agency side

### MUS-010 — Customer Closeness working planning session
**Raised by:** Kevin Wynne; source F04 in the [reviewed conversation](../../research/interviews/2026-09-09-musgrave-customer-closeness/review.md#requests-and-next-steps-mentioned-in-the-meeting)
**Session:** 2026-09-09 Customer Closeness conversation
**Summary:** Musgrave and Empathy discussed a working session to refine the first proposal together. Desmond selected this as agency-side work, not an EmpathyIQ product-team task.
**Ask:** Arrange a planning session after MUS-009 has produced a first working proposal.
**Owner:** Declan / agency side
**Due date:** Not agreed
**Dependencies:** MUS-009; Musgrave availability
**Status:** Active — agency side

### Closed / not-tracked route

**CX Index voice-follow-up trigger (source F03):** closed as a technical route. Desmond confirms CX Index cannot trigger a voice-led follow-up survey. The alternative QR-led, always-on shopper survey is a proposed campaign design in the [reviewed conversation](../../research/interviews/2026-09-09-musgrave-customer-closeness/review.md#run-a-focused-shopper-feedback-activity-without-promising-an-always-on-community-j02), not a product task.

### MUS-001 — GBP currency toggle for prize draws
**Raised by:** Cliona Kennedy
**Session:** 2026-04-07 UX walkthrough
**Summary:** Northern Ireland surveys need pound sterling as a prize draw currency. Currently locked to EUR. Gary had previously told Cliona it was coming.
**Ask:** Confirm whether GBP is in the next release, and if not, when. Communicate to Cliona.
**Owner:** Desmond
**Status:** Open

---

### MUS-002 — AI chat question probing customisation
**Raised by:** Cliona Kennedy
**Session:** 2026-04-07 UX walkthrough
**Summary:** Cliona uses AI chat questions in quant surveys and wants to steer the bot to probe on specific topics when respondents give shallow answers. Currently no way to customise probing behaviour without editing the underlying prompt. Desmond flagged this as potentially easy to expose in the UI — "work with designer to improve that experience."
**Ask:** Investigate whether custom probing instructions can be surfaced in the AI chat question setup. Get a quick win if possible.
**Owner:** Desmond
**Status:** Open

---

### MUS-003 — Crosstab roll-up prototype review
**Raised by:** Cliona Kennedy
**Session:** 2026-04-07 UX walkthrough
**Summary:** Current crosstab is "chunky." Cliona primarily compares percentages across segments. Desmond confirmed row/column roll-up features are in design. Committed to sharing prototypes with Cliona and Shannen before finalising.
**Ask:** When roll-up designs are ready, set up a review session with Cliona and Shannen.
**Owner:** Desmond
**Status:** Open

---

### MUS-004 — Questionnaire reviewer PoC invite
**Raised by:** Desmond (introduced to Cliona and Shannen)
**Session:** 2026-04-07 UX walkthrough
**Summary:** Both Cliona and Shannen expressed interest in testing the AI questionnaire reviewer. Cliona specifically noted she looks back at surveys post-analysis and wishes questions had been ordered better. Desmond promised to invite them when the PoC is test-ready.
**Ask:** When questionnaire reviewer is ready to demo, invite Cliona and Shannen as first testers.
**Owner:** Desmond
**Status:** Open

---

### MUS-005 — Incentive distribution workflow
**Raised by:** Shannen Kearney (via Peter Kenefick)
**Session:** 2026-04-07 UX walkthrough
**Summary:** Distributing One4All vouchers after AI interviews is slow and manual. Recruiter manages participants, vouchers are ordered from One4All separately after completion, and the process has multiple handoffs. Shannen suggested streamlining this through the platform (in-platform incentive management, or integration with voucher provider).
**Ask:** Set up a follow-up session involving UX designer and/or ML engineer to gather requirements. Define what a minimal in-platform incentive workflow could look like.
**Owner:** Desmond
**Status:** Open

---

### MUS-006 — Report page feedback session
**Raised by:** Cliona Kennedy
**Session:** 2026-04-07 UX walkthrough
**Summary:** Cliona asked about report page changes. Desmond said it's the next area being worked on and invited Cliona to give feedback once new designs are ready.
**Ask:** Set up a separate session with Cliona focused on the report page — gather requirements before or during design.
**Owner:** Desmond
**Status:** Open

---

### MUS-007 — Hidden variable promotion in team training
**Raised by:** Cliona Kennedy
**Session:** 2026-04-07 UX walkthrough
**Summary:** Cliona was not using hidden variables correctly — she was unaware they could be used for post-hoc segmentation. After Desmond explained, she said *"hidden variables need to be promoted more"* — especially for the upcoming team training and for new interns.
**Ask:** Include explicit hidden variable explanation in the Musgrave team training session. Consider whether this warrants a short explainer doc or in-app tooltip.
**Owner:** Desmond
**Status:** Open

---

### MUS-008 — Team training session (new UX release)
**Raised by:** Cliona Kennedy and Shannen Kearney
**Session:** 2026-04-07 UX walkthrough
**Summary:** Cliona proposed training mid-senior team first, then interns. Desmond offered to join and screen-share a live study build to observe how they use the updated interface.
**Ask:** Coordinate with Cliona and Shannen to schedule the training. Aim: mid/senior team first, interns second.
**Owner:** Desmond + Cliona / Shannen
**Status:** Open

---

## Closed items

*(none yet)*

---

## Conversation log

| Date | Session | Summary |
|---|---|---|
| 2026-04-07 | UX walkthrough | Walked through new workflow, multi-audience feature, Trust Centre preview. Collected 7 follow-up items. See [full summary](../../research/interviews/2026-04-07-musgrave-survey-platform-ux-walkthrough/2026-04-07-musgrave-shoptalk-ux-walkthrough.md). |
