How to write a research plan (with a template)
A research plan turns a vague request into a study you can actually run. Here are the seven sections every plan needs, plus a template you can fill in today.
Insights on expert networks, market research, UX research, and AI training from the CleverX team.
A research plan turns a vague request into a study you can actually run. Here are the seven sections every plan needs, plus a template you can fill in today.
Statistical significance tells you whether a survey result is likely real or just noise. Here is how to read p-values, set confidence levels, and explain it all without jargon.
Talk about their life, not your idea. A practical playbook for running unbiased discovery interviews and telling real demand from polite encouragement.
The investment and consulting playbook for expert interviews: define the profile, source verified experts in days, handle MNPI and conflicts, and turn calls into a decision-grade view.
Zero audience is a sourcing problem, not a dead end. Here is where the right buyers actually are, how to screen for genuine fit, and what to ask so you avoid false positives.
The Sean Ellis test gives you a number. Interviews, retention, and willingness to pay tell you whether that number is real. Here is how to run both.
Segmentation fails when the sample is thin or the basis is wrong. Here is the end-to-end method, from hypothesis to GTM activation, that keeps segments real and usable.
Most TAM numbers are built from analyst reports and hope. This guide shows you how to validate market size with primary research you can actually defend to investors.
The Switch interview reconstructs the moment a customer traded an old solution for yours. Here is how to run one end to end and turn it into product decisions.
Positioning that tests well in a slide review can still fall flat with the people who actually buy. Here is how to pressure-test your messaging against real buyers first.
Your ICP is a set of untested guesses until buyers confirm it. Here is how to turn firmographic and behavioral assumptions into hypotheses you can prove or disprove with primary research.
VoC in B2B is not one survey. It is a continuous system that pulls signal from interviews, tickets, win-loss, and churn, then turns it into decisions you can defend.