Research Playbooks

High level "how-to" briefs


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.

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


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


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


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


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.