Adoption barriers
Explore needs, switching concerns and upgrade triggers.
Ownership and decisions
Distinguish consumer ownership from business decision involvement when planning software, device and durable-product research.
Start with the decision
Choose the questions that matter to the business, then agree an approach and an audience that can answer them.
Explore needs, switching concerns and upgrade triggers.
Understand evaluation, influence, selection and budget responsibilities.
Study reported usage, satisfaction and unmet expectations.
Define who can answer
These are audience examples for planning. Availability, source permissions and eligibility are reviewed for the actual study.
Specify products, usage frequency and purchase recency.
Define organisation size, function and decision involvement.
Identify planned purchases and recent change experience.
Eligibility & quality
Agree what is self-reported, what the screener will check, and which requirements need additional evidence. Technical risk signals support the configured review process.
Qualify actual involvement rather than job title alone.
Agree relevant ownership, usage or evaluation checks.
Define sector, company size and geographic scope.
Job title or product knowledge alone does not prove authority. Independent employment or ownership checks require an agreed method.
Read our survey quality approachAgree the handover
The proposal defines the work, responsibilities and delivery formats. Sample supply, programming, managed fieldwork and analysis can be scoped separately.
Agree a reporting cadence for qualification, quota movement, source performance, quality reviews and unresolved outcomes.
At close, reconcile accepted completes, documented exclusions and pending client decisions against the agreed rules.
Explore managed fieldworkIllustrative study plan
A planning example, rather than a completed client project or a delivery commitment.
Resolve before launch
Use the Audience Fit Planner to record mandatory criteria, possible alternatives and exclusions. Download a draft with open questions for the feasibility discussion.