Research Playbooks

High level "how-to" briefs

Capability

Purchase Process

The goal of this research is to map the steps of the buying process, seeking to identify potential drivers, blockers, and processes to better understand where to invest spend to streamline engagements and increase sales.

icon of playbook that looks like football strategy
Who

This research is conducted with both current and potential customers who have made a purchase in the category.

What

Evaluate how customers move through the purchase funnel, including where they engage, and what most influences their eventual decision.

When

This research can be conducted throughout the product lifecycle, though product specific research is typically done post-launch.

Why

To determine where to invest marketing spend, as well as identify where and why customers may fall out of the sales funnel.

How

By surveying recent purchasers in a specific category and measuring time spent in each phase of the sales funnel, reasons for consideration / purchase, and identifying their eventual purchase.