How to brief a market research agency

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1. 4.The business requirement “Before explaining your specific market research needs, it is very helpful for the research agency to understand the wider business context of the research; e.g. the business circumstances that have led to the need for this research and how the research findings will be used.” This information helps the research agency to ensure that the research approach and deliverables it recommends will not only meet your research needs, but will also be suitable more broadly.

   In Briefing an outsourced SDR agency

2. 3.Your company and its offer “Next, provide your agency with some useful detail about your company. For example; whether you are a B2C or B2B organisation, your location (especially if outside UK), your products or services, channels to market, customer base and key competitors.” In fact, anything that provides context that will help the agency understand you and your research needs better.

   In Briefing an outsourced SDR agency

3. Will you or your agencies wish to view the research live? “Will the research agency need access to your client database for recruitment purposes and do you know if you have the necessary Data Privacy permissions to contact them” To download an editable briefing template in Word, please use this LINK

   In Outsourced SDR agency onboarding

4. 4.The business requirement “Before explaining your specific market research needs, it is very helpful for the research agency to understand the wider business context of the research; e.g. the business circumstances that have led to the need for this research and how the research findings will be used.” This information helps the research agency to ensure that the research approach and deliverables it recommends will not only meet your research needs, but will also be suitable more broadly.

   In Working with an agency

5. Before explaining your specific market research needs, it is very helpful for the research agency to understand the wider business context of the research; e.g. the business circumstances that have led to the need for this research and how the research findings will be used. “This information helps the research agency to ensure that the research approach and deliverables it recommends will not only meet your research needs, but will also be suitable more broadly.” 5.The market research objectives

   In Working with an agency