IDEA Process

Every engagement begins with Impact, a short strategy phase that clarifies direction and aligns the team before survey questions are written.

This phase is typically completed within about a week and ensures the research is grounded in the right goals from the start: 

• What success looks like

• How you want your audience to think differently after reading the research

• What research already exists — and where there’s opportunity for a unique angle

• How survey respondents will be secured

• How the study fits within your broader marketing strategy

The goal of this step is to create a survey that is both valid and relevant. 

The specific steps include:

• Survey design

• Programming and testing

• Fielding and monitoring

• Data cleaning and standardization 

• Data analysis and cross-tabulation

• Extracting the insights that shape the story

We identify the findings that matter most and determine how the research will be presented and used.

This phase includes:

• Clarifying the narrative arc

• Deciding how the research will be accessed (gated or open)

• Outlining the report structure

• Preparing core assets to support launch

Strong research shouldn’t end at publication.

In this final phase, we prioritize the ways your findings can extend beyond the report. The goal is simple: ensure the work continues to deliver value.

Common ways to amplify your content include: 

• Webinars

• Blog posts 

• Podcasts 

• Social media posts