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O1
METHODOLOGICAL DESIGN
The design stage is the first step of marketing survey. This is the starting point where the problem is identified, the objectives are defined, the collection method is selected, the sample is determined, and the field study is planned.
This step is crucial and requires careful planning to ensure that the survey results are reliable and relevant.
How can I help you?
Objectives definition
Questionnaire crafting and/or proofreading
Sampling: defining your target, setting up quotas
Collection method: emailing, telephone, social media, etc.
Creation of the questionnaire matrix or any other tool for programming your survey
Reverse schedule
PROJECT MONITORING
02
Project monitoring consists of managing the survey from the methodological design to to results delivery. It can also involve field monitoring, whether is it for an ad hoc study or a barometer.
Rigorous project management is essential to ensure proper data collection and to avoid sample biases. The person in charge ensures that the pre-established methodology is respected and that the results will be usable.
How can I help you?
Handling contact database
Monitoring of KPIs (success rate, completion rate, refusal rate, etc.) and performance report
Put into words the first results
Quality control: check the accuracy, consistency and relevance of the data collected
Overall project management
Community/panel animation
Client relationship management (marketing research consulting firm)
03
DATA ANALYSIS
The data analysis stage is the crucial process of transforming a mass of information into structured information for marketing decision-making. Depending on the type of study, quantitative or qualitative, the data analysis process may vary.
Qualitative studies aim to understand social phenomena. Data analysis involves interpreting collected data to understand the behaviours, attitudes, and experiences of respondents.
Quantitative studies aim to quantify a phenomenon by collecting and analyzing numerical data. Data analysis involves the use of statistical techniques.
How can I help you?
Data cleaning, preparation of the import file
Qualitative analysis: coding, word cloud, verbatims analysis
Quantitative analysis: creation of the sorting plan, interpretation of data
Software mastered: Excel, SPSS, Voxco, Ethnos, Sphinx, Harmonie
FORMATTING
04
Formatting a report entails organizing and presenting the data collected. A marketing analysis report can take many forms: PowerPoint document, Canva, Word, Excel pivot table, dashboard, and more. The choice of form depends on the audience, the type of data, the objectives of the analysis, and other factors.
The formatting is important because it allows you to:
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deliver clear, easily understandable insights for all audiences, including those unfamiliar with data analysis.
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select and highlight relevant data to help readers focus on the most important information.
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tell a story. Storytelling helps make data meaningful and insights more memorable.
How can I help you?
Template creation while respecting your visual identity
Storytelling
Infographics
Updating data from a pre-designed template
Layout checking: alignment, font, size,...
CONCLUSION & RECOMMENDATIONS
05
The conclusion is a summary of the lessons learned. It will seek to respond to the issues defined during the methodological design stage.
Example. From this report, we can conclude that 15% of customers express dissatisfaction with customer service, mainly due to difficulties contacting the relevant department.
The recommendations are tangible actions based on the conclusions and the entire report, applicable directly to your company.
Example. One of the recommendations, given in this report, would be to allocate more human resources to customer service to ensure better reachability.