Market Research Plan and Customer Survey

Plan your research, test demand before you spend, and gather customer views with a ready-to-use survey and interview guide.

Editable Word document
10
10pages
Guidance notes included
aml consultancy solutions

Starting a business

Market Research Plan and Customer Survey

About this document

What it’s for

A research plan to help you find out whether there is enough demand for your idea, who your customers are, what they will pay and who you are competing with – plus a customer survey and interview guide you can adapt and use straight away.

When to use it

  • Before writing your business plan or committing money
  • When launching a new product, entering a new area or changing prices
  • To provide evidence for a lender, investor or grant application

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

  • Part A – Research plan
  • 1. Research objectives
  • 2. Key research questions
  • 3. Desk research sources
  • 4. Primary research methods
  • 5. Sample, timetable and budget
  • 6. Competitor research
  • 7. Findings and decisions
  • Introduction (read out or show at the start)
  • How we use your answers
  • Section 1 – About you
  • Section 2 – Your current situation
  • Section 3 – Our idea
  • Section 4 – Keeping in touch (optional)
  • Research sign-off

How to complete it

  • Set your research objectives and questions (Part A, sections 1 and 2)
  • Do desk research first (section 3) – it is free and quick
  • Adapt the survey (Part B) and interview guide (Part C) and test them on two or three people
  • Record your findings and decisions in section 7

Key points to check

  • Survey responses are personal data if people can be identified – use the privacy wording provided and collect only what you need

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

Starting a business

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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