1:1 Coaching

Learn how to conduct survey-based research so you can build a new revenue stream

I talk to a lot of freelancers who are excited about survey-based research.

These projects are not only fun, but they also feel genuinely meaningful because you’re creating something new. But, they’re also hesitant because they haven’t worked on all aspects of these projects before and don’t know exactly what needs to done or how to do it.

If this sounds like you, the Research Mentorship may be for you.

The Research Mentorship is a 1:1 engagement.

I work with you on a research project of your choice (that your client usually pays for!)

This is a very high-touch engagement in which you’ll get:

  • Step-by-step training (either on-demand on live)

  • Assignments based on the training that are the deliverables for your clients that I provide feedback on

  • Templates and swipe files to speed up the process

  • Unlimited coaching via email and/or calls (you can literally ask me anything)

By the end of this engagement you will:

  • Confidently conduct and deliver research to your client

  • Learn the process so you can repeat this with other clients (and build a new revenue stream)

How it works

You choose a project you’d like to work on.

1.

You’ll get to training that training walks you through how to conduct and publish research for your clients. These trainings are in depth and walk you through all aspects of the process, step-by-step. **NOTE: I offer both on-demand and live training based on team size and your preference

2.

The training comes with specific assignments to do and “turn in” to me for feedback. I’ll share my feedback via email and/or Loom within 2 business days (often sooner).

3.

In short: We’ll be building your research together while you learn the process you can repeat (and customize) for your clients.

In addition to the trainings and homework, you’ll also receive:

  • Templates and swipe files to speed up your process

  • Unlimited coaching/feedback specific to the project of your choosing. Feedback can be delivered via email, phone calls or during training. You can literally ask me anything.

What you’ll learn:

The Research Mentorship includes a core set of lessons and assignments to walk you though the process of creating your own research.

Remember: you can also ask me anything else you want to “fill in the gaps.”

    • When survey-based research works well — and when it doesn’t (I want to make sure you select the right projects)  

    • An overview of the process (Timeline, pricing/packaging)  

    • Getting survey responses 

    • How to determine how many responses you need 

    • 3 ways to get survey respondents 

    • How to use a panel to get survey responses 

    • How to use your list to get survey responses 

    • Understanding/choosing technology for your survey

    • Identifying your ideal research topic  

    • Brainstorming the questions you want to ask  

    • Creating your research strategy for clients

  • With a focus on asking questions that will tell a story, you will learn:

    • Ways you may be frustrating your survey taker (and losing responses)  

    • Wording mistakes that can impact the validity of your data 

    • “Quality check” questions you may want to include  

    • How to shorten your survey (even when everyone on your team does not agree) 

    • Final survey checks 

    • How to test your survey

    • Tutorial on using Alchemer (if that is the tool you choose) 

    • Why you need to standardize your data – and how to do it  

    • How to find stories in your data 

    • Strategies for presenting findings to your clients

    • Types of research reports you can create (with outlines) 

    • Ways to tell stories in your reports 

    • Ideas for designing your report (with lots of ideas for charts)

    • The 5 Rs of repurposing your research  

    • 50+ ideas on how to repurpose your research  

    • A template you can use to organize your ideas