CX · Customer experience
The moments clients feel.
The moments a market research firm client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
Business type · Professional Services
What should stay human at a market research firm, what an agent can take on, and the roles that make it run.
CX · Customer experience
The moments a market research firm client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
SX · Staff experience
Less admin for the people who work at a market research firm, so they can stay present in the work that needs them.
BX · Business experience
Leads, bookings and the numbers behind a market research firm. Agents can surface the gaps; the owner still decides.
The people a market research firm usually employs. Each card is written for this business, then links out to the full role page.
Role
Cleans survey data, analyses results, builds tables and charts, and turns findings into clear client ready outputs.
Role
Scopes studies, manages timelines, coordinates fieldwork, and keeps research projects on budget and on schedule.
Role
Schedules meetings, prepares documents, organises files, and supports proposal, invoicing, and reporting tasks for the team.
Role
Issues invoices, tracks project payments, manages expense records, and assists with budgeting and month end administration.
Specialists a market research firm often brings in. These sit in the same roles database, with a short note written for this business.
Freelancer
Writes white papers, case studies, proposals, and website copy that explains the firm's methods and research expertise.
Freelancer
Designs report layouts, presentation slides, infographics, and branded visuals used in client deliverables and marketing materials.
Agency
Improves search visibility for the firm's services, industry pages, and thought leadership content to attract inbound leads.
If you would like someone to build these flows for a market research firm, tell us a little and we can match you with an agency. We don’t list agencies on this site.
Other business types in Professional Services.