Market Research

Surveys, market studies and customer insight. Start each job from a ready-made project with its milestones, tasks and client documents already in place.

Templates: 2
Milestones: 6
Tasks and sub-tasks: 12
Documents to collect: 3

Look inside the templates

These are the projects a new firm gets on day one. Pick one to see how the work and the fee are laid out.

Customer survey study

A quantitative survey: questionnaire, sampling, fieldwork, analysis and a findings report.

Fixed price
45 days
3 milestones
6 tasks
2 documents

Milestones and tasks

Day 10Questionnaire approved40% of the fee
- Objectives and sampling planManager
- Questionnaire design and translationAnalyst
Day 30Fieldwork complete30% of the fee
- Pilot and script the surveyAnalyst
- Fieldwork and quality checksField Supervisor
Day 45Report presented30% of the fee
- Data cleaning and analysisAnalyst
- Report and presentationManager

Document checklist

Signed proposalFrom the client · day 0 · compulsory
Approved questionnaireFrom the client · day 10 · compulsory

Market entry study

Sizing a market and assessing entry options: desk research, expert interviews and a go-to-market recommendation.

Fixed price
45 days
3 milestones
6 tasks
1 document

Milestones and tasks

Day 0Kick-off40% of the fee
- Scope, hypotheses and research planManager
Day 25Interim findings30% of the fee
- Desk research and market sizingAnalyst
- Expert and customer interviewsConsultant
- Competitor and regulatory reviewAnalyst
Day 45Final report30% of the fee
- Entry options and recommendationConsultant
- Present to the clientManager

Document checklist

Signed proposalFrom the client · day 0 · compulsory

Templates are starting points, not professional advice. Rules and due dates change, so check them against your own practice. They're yours to edit.

Example

How a firm like yours could run it

A firm like this

Eight researchers run customer surveys, market sizing and market entry studies for consumer brands and B2B companies.

A typical month

Each study moves from objectives to questionnaire approval, pilot, fieldwork, analysis and report. Fieldwork costs are recorded as project expenses. Requests for extra cuts of the data are quoted before the work starts. Each stage is invoiced when reached, so fieldwork is never funded for long.

Where the work gets hard

Questionnaires changed after fieldwork started.
Extra analysis requests ate into margins.
Fieldwork costs were paid long before the client paid.

What MSMEPulse gives you

Questionnaires are locked with a recorded approval.
Fieldwork costs and hours are tracked against each study's budget.
Billing in stages keeps cash in line with the work.

Read the full example

What happens when you start a project

Real dates and amounts

Enter the start date and contract value, and preview every milestone before anything is created.

Real people

Roles like Manager or Junior are filled with your team when the project starts.

Documents chased

A milestone can't be closed while a compulsory document is missing, unless a manager overrides it with a reason.

Your way of working

Edit any template, or save a finished project as a new one.

Guides for this industry

Related industries

Start with these projects already set up

Choose Market Research when you sign up and its templates are in your library straight away.