Public research protocol

2026 Small Business Customer Communication Study

What gets customers to reply and pay—and what owners are afraid to send.

Protocol published August 4, 2026 · Findings not yet published

Current research status

This page publishes the study design before results are analyzed. Business Rescue Tools has not yet published percentages, rankings, response-rate claims or payment-success claims from this study.

No findings yet: A planned sample is not a completed sample. Charts and data tables will be added only after real responses are collected, checked and counted.

Research question

How do small-business owners use WhatsApp, SMS and email for difficult customer conversations, and what reply or payment outcomes can they document after sending a follow-up message?

Planned sample

Survey questions

  1. What country and industry does your business operate in?
  2. How many people work in the business?
  3. Which channels do you use with customers: WhatsApp, SMS, email, Facebook Messenger, Instagram DM or another channel?
  4. Which channel do customers answer fastest?
  5. Which customer message is hardest to send: payment reminder, deposit request, quote follow-up, price increase, complaint response, booking confirmation or another message?
  6. Why is that message difficult?
  7. During the last 30 days, approximately how many payment or sales follow-ups did you send?
  8. How many received a reply? Enter a count, not a percentage.
  9. How many resulted in a documented payment, booking or agreed next step?
  10. What wording or next step did you use?
  11. Was the outcome confirmed by a message, receipt, booking record or payment record?
  12. May your response be quoted, and should the business be named or anonymized?

Download the survey questions as CSV →

Planned reporting table

MeasureHow it will be reportedMinimum evidence
Channel useCount and percentage using each channelCompleted eligible responses
Hardest messageCount by message category plus selected quotationsRespondent selection and quote permission
Reply outcomeTotal replies divided by total documented follow-upsRespondent counts; subgroup size shown
Payment or booking outcomeDescriptive count—not proof of causationReported record type and timeframe
Country or industry differencesOnly when the subgroup is large enough to avoid misleading comparisonsSubgroup sample size displayed

Methodology and limitations

Publication rule: every chart will state the sample size, field dates, question wording and denominator. The anonymized aggregate table will be downloadable when findings are released.

Research ownership and corrections

The study is led and reviewed by Jackie McCauley, founder of Business Rescue Tools. Digital Echoes is the operating company. Methodology questions and correction requests can be sent through the contact page.

Last reviewed: August 4, 2026.