market research report word template

8 Templates to Plan & Organize Your Market Research

Market research (or marketing research) helps you deeply understand your customers and target market. It's a group of activities that will uncover insights you can use to create better products and improve your marketing. These templates will help you organize every part of your market research project in one collaborative place.

Market Research Brief Template

The goal of any marketing research brief is to define the objectives in a way that a researcher can confidently build an appropriate study. This clarity will then lead to the 'right' research method used and consequent insights uncovered.

Brand Positioning Map Template

The Brand Positioning Map template (or Competitive Landscape) is perfect for identifying your opportunity in the market. It's a simple way to ensure your brand will stand out against your competitors.

Customer Persona Template

It's crucial to have a crystal clear picture of your ideal customer. Building a customer persona helps your team understand the people they're designing for. Use this template to map out your customer's goals, background and pain-points so you can design a brand or product that naturally appeals to them.

Market Research Template

How well do you understand the market you're designing for? The Market Research template is the perfect way build a complete picture of your industry and audience. Use it to collect insights about the competitors, links, customer research, trends, stats and more in one visual place.

SWOT Analysis Template

The SWOT framework helps you uncover your internal Strengths and Weaknesses plus external Opportunities and Threats. You can use it to assess your entire company, brand, marketing or an individual product. It is traditionally used by management teams but is also a great tool for brand strategy and marketing projects.

Moodboard Template

Before you begin designing your new brand or campaign, it's important that everyone involved agrees on the visual style. A moodboard lets you explore different directions in minutes. This template contains placeholders for images, video, color swatches and notes.

Diary Study Template

Understand a user's experiences, behaviour, and activities over time using the Diary Study research method.

Day in the Life of Template

The Day in the Life research technique lets you create a visually engaging timeline of a customer's day. The template allows you to create notes for research, lists of questions, and add images and videos to bring someone's habits and behaviours to life.

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Paper and report design and layout templates

Pen perfect looking papers and reports every time when you start your assignment with a customizable design and layout template. whether you want your paper to pop off the page or you need your report to represent your data in the best light, you'll find the right template for your next paper..

Perfect your papers and reports with customizable templates

Your papers and reports will look as professional and well put together as they sound when you compose them using customizable Word templates . Whether you're writing a research paper for your university course or putting together a high priority presentation , designer-created templates are here to help you get started. First impressions are important, even for papers, and layout can make or break someone's interest in your content. Don't risk it by freestyling, start with a tried-and-true template. Remember, though: Papers and reports don't have to be boring. Professional can still pop. Tweak your favorite layout template to match your unique aesthetic for a grade A package.

The Ultimate Guide to Market Research [+Free Templates]

A comprehensive guide on Market Research with tools, examples of brands winning with research, and templates for surveys, focus groups + presentation template.

Rakefet is the CMO at Mayple. She manages all things marketing and leads our community of experts through live events, workshops, and expert interviews. MBA, 1 dog + 2 cats, and has an extensive collection of Chinese teas.

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Natalie is a content writer and manager who is passionate about using her craft to empower others. She thrives on team dynamic, great coffee, and excellent content. One of these days, she might even get to her own content ideas.

Updated February 26, 2024.

Before you do anything in business you have to have a good grasp of the market. What’s the market like? Who are your competitors? And what are the pain points and challenges of your ideal customer? And how can you solve them? Once you have the answers to those questions then you are ready to move forward with a marketing plan and/or hire a digital marketing agency to execute it.

In this guide we break down what market research is, the different types of market research, and provide you with some of the best templates, tools, and examples, to help you execute it on your own.

Excited to learn?

Let’s dive in.

What is market research?

Market research is the process of gathering information about your target market and customers to determine the success of your product or service, make changes to your existing product, or understand the perception of your brand in the market.

“Research is formalized curiosity, it is poking and prying with a purpose.” - Zora Neale Hurston

We hear the phrase "product-market fit" all the time and that just means that a product solves a customer's need in the market. And it's very hard to get there without proper market research. Now, I know what you're going to say. Why not get actionable insights from your existing customers? Why not do some customer research?

The problem with customer research is two-fold:

• You have a very limited amount of data as your current customers don't represent the entire market.
• Customer research can introduce a lot of bias into the process.

So the real way to solve these issues is by going broader and conducting some market research.

Why do market research?

There are many benefits of doing market research for your company. Here are a few of them:

• Understand how much demand exists in the market, the market size
• Discover who your competitors are and where they are falling short.
• Better understand the needs of your target customers and the problems and pain points your product solves.
• Learn what your potential customers feel about your brand.
• Identify potential partners and new markets and opportunities.
• Determine which product features you should develop next.
• Find out what your ideal customer is thinking and feeling.
• Use these findings to improve your brand strategy and marketing campaigns.

“The goal is to transform data into information, and information into insight.” - Carly Fiorina

Market research allows you to make better business decisions at every stage of your business and helps you launch better products and services for your customers.

Primary vs secondary research

There are two main types of market research - primary and secondary research.

Primary research

Primary market research is when researchers collect information directly, instead of relying on outside sources of information. It could be done through interviews, online surveys, or focus groups and the advantage here is that the company owns that information. The disadvantage of using primary sources of information is that it's usually more expensive and time-consuming than secondary market research.

Secondary research

Secondary market research involves using existing data that is summarized and collected by third parties. Secondary sources could be commercial sources or public sources like libraries, other websites, blogs , government agencies, and existing surveys. It's data that's more readily available and it's usually much cheaper than conducting primary research.

Qualitative vs quantitative research

Qualitative research is about gathering qualitative data like the market sentiment about the products currently available on the market (read: words and meanings). Quantitative research deals with numbers and statistics. It's data that is numbers-based, countable, and measurable.

Types of market research

1. competitive analysis.

Every business needs to know its own strengths and weaknesses and how they compare with its largest competitors in the market. It helps brands identify gaps in the market, develop new products and services, uncover market trends, improve brand positioning , and increase their market share. A SWOT analysis is a good framework to use for this type of research.

2. Consumer insights

It's also equally important to know what consumers are thinking, what the most common problems are and what products they are purchasing. Consumer research can be done through social listening which involves tracking consumer conversations on social media. It could also include analyzing audiences of brands , online communities, and influencers, and analyzing trends in the market.

3. Brand awareness research

Brand awareness is a super important metric for understanding how well your target audience knows your brand. It's used to assess brand performance and the marketing effectiveness of a brand. It tells you about the associations consumers make when they think of your brand and what they believe you're all about.

4. Customer satisfaction research

 Customer satisfaction and loyalty are two really important levers for any business and you don't have to conduct in-depth interviews to get that information. There is a wide range of automated methods to get that kind of data including customer surveys such as NPS surveys, customer effort score (CES) surveys, and regularly asking your customers about their experience with your brand.

5. Customer segmentation research

 Customer segmentation research involves figuring out what buckets consumers fall into based on common characteristics such as - demographics, interests, purchasing behavior, and more. Market segmentation is super helpful for advertising campaigns, product launches, and customer journey mapping.

6. Interviews

Customer interviews are one of the most effective market research methods out there. It's a great way for business owners to get first-party data from their customers and get insights into how they are doing in real time.

7. Focus groups

Focus groups are a great way to get data on a specific demographic. It's one of the most well-known data collection methods and it involves taking a sample size of people and asking them some open-ended questions. It's a great way to get actionable insights from your target market.

8. Pricing research

 Pricing strategy has a huge influence on business growth and it's critical for any business to know how they compare with the leading brands in their niche. It can help you understand what your target customer is willing to pay for your product and at what price you should be selling it.

To start, get automated software to track your competitors' pricing . Then, summarize your research into a report and group the results based on product attributes and other factors. You can use quadrants to make it easier to read visually.

9. Campaign research

It's also important for a brand to research its past marketing campaigns to determine the results and analyze their success. It takes a lot of experimentation to nail the various aspects of a campaign and it's crucial for business leaders to continuously analyze and iterate.

10. Product/service use research

Product or user research gives you an idea of why and how an audience uses a product and gives you data about specific features. Studies show that usability testing is ranked among the most useful ways to discover user insights (8.7 out of 10), above digital analytics and user surveys. So it's a very effective way to measure the usability of a product.

Now that you know the different types of market research let's go through a step-by-step process of setting up your study.

How to conduct a market research study

Looking for your next business idea? Want to check which niche markets are going to be best for it? if it's going to Here's a pretty simple process for conducting

1. Define your buyer persona

The first step in market research is to understand who your buyers are. For that, you need a buyer persona (sometimes called a marketing persona) which is a fictional generalized description of your target customer. You could (and should) have several buyer personas to work with.

Key characteristics to include in your buyer personas are:

• Job title(s)
• Family size
• Major challenges

Now that you've got your customer personas it's time to decide who to work with for your research.

2. Identify the right people to engage with

It's critical that you pick the right group of people to research. This could make or break your market research study. It's important to pick a representative sample that most closely resembles your target customer. That way you'll be able to identify their actual characteristics, challenges, pain points, and buying behavior.

Here are a few strategies that will help you pick the right people:

• Select people who have recently interacted with you
• Pull a list of participants who made a recent purchase
• Call for participants on social media
• Leverage your own network
• Gather a mix of participants
• Offer an incentive (gift card, product access, content upgrades)

3. Pick your data collection method(s)

Here's a quick breakdown of all the different ways you could collect data for your market research study.

Surveys are by far the fastest method of gathering data. You could launch them on your site or send them in an email and automate the whole process. Regular surveys can also help brands improve their customer service so they help kill two birds with one stone.

Interviews take a little longer and require a detailed set of interview questions. Never go into an interview without a clear idea of what you're going to be asking. It's also a little more difficult to schedule time and to get your potential or current customers on the phone or on Zoom.

Focus group

Focus groups are controlled interviews with groups of people led by facilitators. Participants in focus groups are selected based on a set of predetermined criteria such as location, age, social status, income, and more.

Online tracking

Online tracking is done through digital analytics tools like HotJar or Google Analytics. Tracking user behavior on your site gets you an accurate analysis of who your demographic is and what are the types of products or content that they engage with.

The problem here is that you never get to find out the 'why' - the reason behind their behavior - and that's why you need to combine digital analytics with other data collection methods like surveys and usability/product testing.

Marketing analysis

Another great way to collect data is to analyze your marketing campaigns which gives you a great idea of who clicked on your ads, how often, and which device they used. It's a more focused way of using tracking to zero in on a specific marketing campaign.

Social media monitoring

We've talked about this one before. Social monitoring or listening is when you track online conversations on social media platforms. You can use a simple social listening tool to get all the data you need by searching for specific keywords, hashtags, or topics.

Subscription and registration data

Another great way to collect data is to look at your existing audience. That might include your email list, rewards program, or existing customers. Depending on the size of your list, it could give you some broad insights into the type of customers/users you have and what they are most interested in.

Monitoring in-store traffic

Conduct a customer observation session to monitor your actual customers and how they behave in your store (physically or online). Observation is a market research technique where highly-trained market researchers observe how people or consumers interact with products/services in a natural setting.

4. Prepare your research questions

Write down your research questions before you conduct the research. Make sure you cover all the topics that you are trying to gain clarity on and include open-ended questions. The type of questions you use will vary depending on your data collection approach from the last step.

If you're doing a survey or an in-person interview then here are some of the best questions to ask.

The awareness stage

• How did you know that something in this product category could help you?
• Think back to the time you first realized you needed [product category]. What was your challenge?
• How familiar were you with different options on the market?

The consideration stage

• Where did you go to find out the information?
• What was the first thing you did to research potential solutions?
• Did you search on Google? What specifically did you search for? Which keywords did you use?
• Which vendor sites did you visit?
• What did you find helpful? What turned you off?

The decision stage

• Which criteria did you use to compare different vendors?
• What vendors made it to the shortlist and what were the pros/cons of each?
• Who else was involved in the final decision?
• Allow time for further questions on their end.
• Don't forget to thank them for their time and confirm their email/address to receive the incentive you offered

If you noticed, the progression of these questions follows the stages of the buyer's journey which helps you to gain actionable insights into the entire customer experience.

5. List your primary competitors

There are two kinds of competitors - industry competitors and content competitors. Industry competitors compete with you on the actual product or service they sell. Content competitors compete with you in terms of the content they publish - whether that's on specific keywords or they rank higher on topics that you want to be ranked for.

It's important to write a list of all of your competitors and compare their strengths, weaknesses, competitive advantages, and the type of content they publish.

There are different ways to find your competitors. You can look on sites like G2 Crowd and check their industry quadrants.

You could also download a market report from Forrester or Gartner . And you could also search on social media or market research tools like SimilarWeb .

6. Summarize your findings

Now that you've done your research it's time to summarize your findings. Look for common themes in your research and try to present them in the simplest way possible. Use your favorite presentation software to document it and add it to your company database.

Here's a quick research outline you could use:

Background - your goals and why you conducted this study

Participants - who you've talked to. Break down the type of personas and/or customers you've spoken with.

Executive summary - what was the most interesting stuff you've learned? What do you plan to do about it?

Customer journey map - map out the specific motivations and behavioral insights you've gained from each stage of the customer journey (awareness, consideration, and decision).

Action plan - describe what action steps you're going to take to address the issues you've uncovered in your research and how you are going to promote your product/service to your target audience more effectively.

Market research template

Not sure where to begin? Need some templates to help you get started? We got them for you.

1. Market survey template

First and foremost, you need a template to run your market survey. In this template, you will find all the types of questions you should be asking - demographic, product, pricing, and brand questions. They can be used for market surveys, individual interviews, and focus groups.

We also present a variety of question formats for you to use:

• true/false questions
• multiple choice questions
• open response questions

2. SWOT analysis template

A strength, weakness, opportunities, and threats (SWOT) analysis is one of the best ways to do competitor research. It's a really simple analysis. There are four squares and you write down all four of these attributes for each of your competitors.

3. Focus group template

Not sure how to conduct focus groups? Here is a comprehensive template that will help you to take better notes and record your findings during the focus group meeting.

4. Marketing strategy template

The plan of action from your market research should become a vital part of your marketing strategy. We've actually created a marketing strategy template that you could download and use to update your marketing personas, your SWOT analysis, and your marketing channel strategies.

Market research examples

Here are some examples of the good, the bad, and the ugly in market research. Some brands thrive on research and some ignore it completely. Take a look.

McDonald's

McDonald’s sells its food in 97 countries around the world. Their secret? They do a lot of market research before they launch anything. The company uses four key questions in their research process:

• Which products are performing well?
• What prices are most affordable to customers?
• What are consumers reading and watching?
• What content do they consume?
• Which restaurants are most attended, and why?

They also extensively use customer feedback to improve their products. They even put some products up for a vote to see which ones are most loved by their customers.

The iconic coffee brand is valued at almost $30 billion and has over 30,000 coffee shops around the world and part of that success comes from their obsession with customer service. They launched a brilliant idea called “My Starbucks Idea” to try and make the customer feel a part of the journey.

It was an open innovation platform where customers could post their idea for a new coffee drink or food item and if it was good a company representative would actually reach out to them. It had a leaderboard and every year the company would develop some of these ideas.

In 2012, Starbucks launched 73 coffee products from ideas they received from customers. Cake pops and pumpkin spice lattes were born out of this platform, all thanks to market research. Can you imagine a world without pumpkin spice lattes?

For all its innovation Facebook had an epic market research failure. In 2013, Facebook partnered with HTC to launch a smartphone called First. It had Facebook’s interface on its home screen and that was a really jarring change for most people. Instead of taking you to a home screen with your favorite apps, Facebook really took center stage.

To be fair, you could turn it off and get a regular Android home window but that would be missing the entire reason you bought the phone in the first place. So it was a complete mismatch to consumers’ wants and the phone flopped.

Turns out, that nobody wanted to see Facebook when they first opened their phone 😅.

Bloom & Wild

Bloom & Wild is a UK flower delivery brand that was looking for their next campaign. They did some research and found out that people think red roses are cliche and prefer to buy something else as a gift on Valentine’s Day. So the brand chose not to sell roses for Valentine’s Day 2021 and made it into a “No Roses Campaign”.

The results - they saw a 51% increase in press coverage year after year.

Top tools used for market research

Here are some of the top market research and digital analytics tools you should try out for your next research project.

Answer the Public

Answer the public is a free market research tool that helps marketers figure out what questions people ask online. It's really easy to use. You put in a keyword or topic and it spits out a whole variety of questions and subtopics.

Spyfu is a search engine analytics platform that gives you data on where your competitors get their traffic from. It provides info on the kind of both organic traffic and PPC channels down to the specific keywords people used to find each site. It's a great tool to use to map the competitive landscape.

Think with Google

This is an online publication from Google's team where they publish consumer insights from real-time data and their own insights. It uses Google Analytics but presents it to you as a library of information. You can find industry data on a whole array of businesses from educational institutions to counseling services.

Want to do the most extensive market research possible? Use SimilarWeb. It's a competitive analysis and data tool that provides you with literally everything you need.

It has data on:

• Digital marketing data - SEO, traffic, advertising
• Economic trends - economic indicators like annual growth rate, audience, benchmarking
• eCommerce, investing, and even sales data

BuzzSumo is a great tool to use to get actionable insights from social media and content marketing. It aggregates data from various social media channels and shows you the type of content that users engage with and share on their pages.

Typeform is a survey tool that can help you make surveys and fun interactive forms. It's a great tool to use to make your forms more engaging for your audience. The tool has a bunch of easy templates and a ton of integrations to help you visualize that data and share it with your team.

Latana is a brand research tool that helps you understand consumer perception of your brand over time. It helps you answer some key questions about the type of values your customers have, and the type of audiences your competitors are targeting and helps you to focus your campaigns on the right audience for your business.

Statista is one of the most popular consumer data platforms around. It has a wealth of information about consumer markets, business conditions, and industry trends around the world. It's easier to use than most business publications because it aggregates all the data you need in one place. The downside is that it's a little pricy but perfect for teams that have the budget for it.

Dimensions.ai

Dimensions is a search engine for academic publications. It is a great resource if you're looking for deeper insights into things like psychology, micro and macroeconomics, and business trends. A lot of the articles are free to view just make sure you select the " All OA " option which stands for Open Access research.

Otter is an AI-powered transcription software for interviews and meetings. It sits in the background and transcribes your meeting for you and then provides you with a digitized conversation that can be stored, search for specific keywords, and analyzed. It's a great tool to use for doing interviews.

Yelp is a search engine for reviews of local businesses. It's one of the best sources of opinions about a whole variety of products and services. It's a great place to get ideas about the kind of interview questions you want to ask, to find out the pain points of your ideal customer, and to find deeper insights into your target audience.

You have to conduct your market research regularly if you want to see significant results. Try the different methods that we’ve outlined, see what works for you, and remember to keep your team’s focus on the customer. The more knowledgeable they are of your target customer’s needs and wants the better your targeting and marketing strategy will be.

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Free Marketing Report Templates

By Joe Weller | December 10, 2023

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Marketers, business analysts, and team leads will appreciate these free templates in several formats. Use them to efficiently analyze campaign data and help marketing teams make informed decisions, optimize strategies, and demonstrate success.

On this page, you'll find 11 dynamic marketing report templates, including a digital marketing report template , a marketing report presentation template , an end-of-year annual marketing report template , and a social media marketing analytics report template , among others.

Basic Marketing Report Template

Download a Sample Basic Marketing Report Template for  Microsoft Word | Adobe PDF | PowerPoint  

Download a Blank Basic Marketing Report Template for  Microsoft Word | Adobe PDF | PowerPoint  

Use this marketing report template with and without sample data to streamline your team's marketing-reporting process. To use it, fill in the Executive Summary, Total Projects Delivered and KPIs, Marketing Financial Overview, and Conclusion sections. You can also use the sample-text version as a guide for content suggestions. This template’s clear, organized structure ensures consistent reporting, enabling your marketing team to quickly identify trends, allocate resources efficiently, and make informed decisions to drive success.

Monthly Marketing Report Template

Download a Monthly Marketing Report Template for  Excel | Google Sheets

This monthly marketing report template consolidates crucial metrics – from reach to conversion rates – ensuring comprehensive tracking and analysis for your marketing team and key stakeholders. Simply input your monthly data into the designated tabs: Reach, Visits, Leads, Customers, and Conversion Rates . By segmenting KPIs, the template promotes precise monitoring, empowering your marketing team to recognize patterns, refine strategies, and ultimately achieve successful outcomes. 

Read this article on monthly marketing report resources and templates for more monthly data tracking tools.

Digital Marketing Report Excel Template 

Download the Digital Marketing Monthly Report Template for Excel  

Use this engaging digital marketing dashboard template to gain a holistic view of your online marketing metrics. Track both paid media engagements and organic visitor interactions. Assess the balance between paid campaigns and organic searches at a glance, while simultaneously calculating average return on investment (ROI) and overall revenue.

Find more dynamic digital marketing report templates to help your marketing team efficiently track, analyze, and optimize online campaigns.

Marketing Campaign Management Report Template

Download the Marketing Campaign Management Template for Excel | Google Sheets

Chronicle your digital marketing campaign's evolution with this marketing campaign management template. Fill in high-level details for campaign objectives, innovative ideas, promotional strategies, user feedback, and more. For each phase in your marketing campaign, enter the activity, its status (e.g., Complete, In Progress, Overdue, Not Started, or On Hold ), the assigned team member, start and end dates, and any relevant notes. The template’s simple, easy-to-read format ensures all team members stay informed of essential aspects of your marketing initiative.

Social Media Marketing Analytics Report Template

‌Download Social Media Marketing Analytics Report Template for  Excel | Google Sheets | Smartsheet  

Use this social media marketing analytics report template to track key performance indicators (KPIs) and other metrics into a comprehensive social media analysis. Showcase data for post counts, per-post engagement, retweets, top-performing content, and beyond. Crafting this digestible report can become a vital instrument for discussions with your marketing colleagues or key stakeholders.

For more social media resources, see this collection of free social media report templates .

Marketing Report Presentation Template

Download a Marketing Report Presentation Template for  PowerPoint | Google Slides  

This marketing dashboard template will help you deliver impactful presentations. Input key metrics detailing your digital marketing achievements, such as site visits, pages per session, average duration, bounce rate, and conversion rate. The design also has dedicated sections for capturing customer conversion insights, spotlighting premier channels, campaigns, and top-converting pages. This slide can easily be added to any Google Slides or PowerPoint marketing presentation you’re already creating.

End-of-Year Marketing Report Template

Download a Sample End-of-Year Marketing Report Template for Excel | PowerPoint | Google Sheets  

Download a Blank End-of-Year Marketing Report Template for  Excel | PowerPoint | Google Sheets  

Leverage this dashboard-style year-end marketing report template available with or without sample data to offer stakeholders a clear and concise summary of your yearly campaign results. To use the template, input metrics from your marketing tools, such as campaign costs, views, interactions, total gains, cost per acquisition (CPA), earnings per initiative, and more. Once you enter the data, this visually dynamic template will auto-populate the charts, so your marketing crew can swiftly evaluate annual success, fine-tune budget distribution, and enhance upcoming plans. 

Use this article’s annual marketing report templates to gather more insights for yearly performance reviews.

Email Marketing Report Template

Download a Sample Email Marketing Report Template for  Excel | Google Sheets  

Download a Blank Email Marketing Report Template for  Excel | Google Sheets  

This email marketing report template available with or without sample data provides an organized layout that facilitates the analysis and presentation of pivotal email campaign metrics. Input your email statistics into the template’s indicators, such as sessions, average time per session, new session percentages, bounce ratios, and achieved objectives, and watch the template auto-populate the included charts. By honing in on the KPIs this template highlights, your team can boost user interaction, reduce bounce tendencies, and amplify target achievements. 

View this collection of email marketing report templates to help streamline your data analysis, enhancing your campaign optimization and ROI.

Quarterly Marketing Performance Report Excel Template

Download a Sample Quarterly Marketing Report Template for Excel   Download a Blank Quarterly Marketing Report Template for Excel

Designed for marketing leaders, this dashboard layout delivers insights into campaign outcomes and lead transitions. Observe prime channels, typical opportunity values, lead quantities, and ROI per initiative. Additionally, the template offers an overview of leads by origin, total lead generation, acquisition costs, and finalized earnings, juxtaposing the overall marketing expenditure with the allocated budget for a comprehensive look at budgetary efficacy. 

For more resources and expert tips, see this article with free quarterly marketing report templates .

Marketing SWOT Analysis Template

Download a Sample Marketing SWOT Analysis Template for  Excel | Microsoft Word | PowerPoint  

Download a Blank Marketing SWOT Analysis Template for  Excel | Microsoft Word | PowerPoint  

This four-section template available with or without sample data makes it easy to showcase your marketing strengths, weaknesses, opportunities, and threats (SWOT) analysis findings. Complete the corresponding sections to highlight any strengths, weaknesses, opportunities, and threats. Enjoy full adaptability and personalization to align with diverse business or professional requirements. 

Use one of these free SWOT marketing report templates to proactively focus your analysis on your competitor’s offerings, strengths, and weaknesses.

Account-Based Marketing (ABM) Strategy Template 

Download a Sample Account-Based Marketing Strategy Template for  PowerPoint | Google Slides  

Download a Blank Account-Based Marketing Strategy Template for  PowerPoint | Google Slides

Use this account-based marketing (ABM) strategy blueprint to hone in on top-tier accounts and ensure consistency in your account-based marketing initiatives. Fill in key areas such as aims and aspirations, priority accounts, customer profiles, content blueprint, media approach, interaction methods, collaboration blueprint, financial allocation & assets, key performance indicators, schedule, and evaluation and feedback cycle. By integrating this framework, your marketing team can align their objectives with sales, boost conversion rates, and subsequently elevate company revenue and enhance brand prestige.

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• Sample Research

FREE 10+ Marketing Research Report Samples & Templates in MS Word | PDF

In today’s time, businesses will not be able to sell and launch new products and services to the public efficiently without conducting market research . Market research allows business owners to study and gather information about their customers and develop effective strategies. Hence, it is imperative. However, analyzing and interpreting market data must be accurate and precise to do so. And, this is where market research reports come in the line. This will help management to present their data for easy access. In this article, you will learn more about the significance of market research reports. There are also sample templates provided below that you can browse and download instantly. Scroll down below!

Marketing Research Report

Free 10+ marketing research report samples & templates in ms word | pdf, 1. market research progress report, 2. industry market research report template, 3. marketing research final report template, 4. sample market research report, 5. environmental market research report, 6. social media market research report, 7. simple market research report template, 8. market research report form template, 9. basic market research report sample, 10. marketing and advertising research report, 11. international market research report, what is a marketing research report, how to write a marketing research report, 1. create an introduction, 2. list down the method used, 3. provide the research result, 4. include a discussion, 5. write the conclusion, faq’s, what should be in a marketing research report, what are the types of marketing research, what are the commonly used marketing research methods`, what are the advantages of using market research.

Here we have sample marketing research reports that are preformatted and contain professionally written suggestive content, which is all customizable. These sample templates are print-ready using PDF and MS Word file formats. Check out our templates now for your reference.

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According to an article from Medium, market research is a necessity for businesses, especially if they are about to launch new products or provide new services. This will help company owners—established or not—to gather market information that will help them generate impressive marketing strategies and decision-making. With that being said, marketing research should be well-performed. However, no matter how and what you do to gain such information, if you don’t know how to interpret it, it would still not work. Hence, it is also necessary to keep a marketing research report.

A marketing research report (market research report) is a business document that provides market data and information. Typically, this is where management will present and organize the end-results from their marketing research. This type of research report centers on new market trends, consumer behavior, and market competition.  Marketing research reports are essential in sustaining the position of a company in the market poll.

Writing a good marketing business research report allows you to analyze the market data and information that you have gathered in your market research accurately. However, doing so is not that simple. Important things and details should be considered. That is why we have provided easy-to-follow guides that you may follow in writing one. Here are some tips for writing an excellent marketing research report.

To start with your marketing research report, you have to create the introduction first. The introduction must contain an overview of your market research, objectives, its significance, as well as the questions asked during the process. It is important that you will explain and do this elaborately so that the management will be able to understand your entire marketing report. Doing so, you can make use of your  market research plan as your guide and reference.

Once you have written the introduction, the next thing you need to do is to list down the method used during the marketing research process. In essence, state the methodology used and describe it to add more accurate information in your marketing research report. However, if you have used more than one method, you may present and organize them using bullet points.

After you have listed down the methods you used in the market research, it is time to interpret its research results. In doing so, you must state the description of the market data collected in detail. However, you have to remember that every bit of information from your findings is crucial. Hence, you have to make sure that you fill your marketing research report with all of it.

In this section, you have to list down the questions that are asked to gather such market data. Then, write down the answers or interpretations of your marketing research questions. Of course, this information should be based on your marketing research findings.

Finalize your marketing research report by writing its conclusion. The conclusion holds a summary of your marketing report . However, since it is the last part of your report, avoid adding new information that is irrelevant or off-topic from your market research. Instead, you summarize your entire report and add recommendations that should be relevant to your research findings.

Just like any other reports, a marketing research report must include key components that will present the market data more organized and detailed. It should consist of the title page, table of contents, introduction, background and methodology, executive summary, research result, conclusion, and appendix.

Marketing research can be conducted in so many ways, depending on the business’s choice. There are different types of marketing research, and this includes market segmentation, product testing, pricing research, awareness and usage research, advertising testing, usability testing, satisfaction and loyalty analysis.

There are different ways an individual can conduct market research and collect market data. However, there are four methods that are frequently used in doing so—surveys, interviews, focus groups, and observation. These marketing research methods are proven effective and reliable when it comes to gathering accurate and precise market data.

For any business, it is important to understand the needs of your customers. Thus, market research is useful. Besides that, market research provides various advantages that your company will be able to benefit from. Market research allows businesses to secure market position, avoid investment shortfalls, determine possible threats and opportunities, establish a concrete strategic plan, spot new trends, and evaluate successes.

Marketing research reports are helpful to businesses. It provides multiple advantages that are useful in sustaining a business, improving company functions, securing the top market, and many more. Hence, this should not be neglected. That is why we have come up with some marketing research report examples that you can use anytime. Download now!

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Market Research Report Template

A formal report template that will help you communicate findings from a market research project.

• Estimated time required: 4 hours
• Skills required: Research writing

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Market Research Playbook

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Market Research Templates – 5 x MS Word + 14 x Excel

This Market Research Template pack includes 19 templates (5  Word + 14 Excel) . You can use these templates, forms, checklists, and questionnaires to gather, record, and analyze data so you have the information you need to drive your Business Plan and Marketing strategies forward. This template pack includes:

• 4 x Market Research Templates (16 pages) Use these template to capture Why You Need Market Research, Who You Want to Target, How to Plan, Collect Data, Analyze Data, Report Findings, and Make Decisions.
• Market Research Brief Template (6 pages) Use this document to brief Consultants on your Market Research requirements.
• 14 Free Excel  Templates:  including Brand Loyalty Survey, Competitor Analysis , Demographic Comparison, Demographic Profile, Industry Analysis Checklist, Market Planning Checklist, Cost Analysis, Market Research Spreadsheet, Market Survey.

Download Now for only 14.99!

Market Research: Table of Contents

The Market Research Plan (MS Word, 16 pages) contains the following chapters. The other checklists, questionnaires, surveys and templates are listed below.

1 Executive Summary 1.1 Goals 1.2 Points Of Contact

2 Market Research Plan 2.1 Stage 1 – Why You Need a Market Research Plan 2.2 Stage 2 – Who are your Customers 2.3 Stage 3 – How Are Your Going To Get The Information 2.4 Stage 4 – Collect Data 2.4.1 Train Your Staff 2.4.2 Make it Sharable 2.4.3 Avoid Corrupt Data 2.4.4 Design Carefully 2.5 Stage 5 – Analyze Data 2.6 Stage 6 – Generate Report Findings 2.6.1 Descriptive Data Analysis 2.6.2 Inferential Data Analysis 2.7 Stage 7 – Choose Best Strategies

3 Market Research Budget

Market Research Templates: Key Benefits

As a small business owner, you’re looking for ways understand:

• Who are your current customers and potential customers
• What do I really know about them Where do they live Do they prefer to shop online or offline
• What do they want to buy
• What is their average income What’s the disposable income
• What type of products do they have (Skoda), like to have (slightly bigger Car), and aspire to having (BMW)
• How much are they willing to pay for my products
• Can they find my products where they go shopping If not, why
• What do they think of my business Do they think we’re reliable, trustworthy, good value
• How does my business compare with my competitors

Moving Targets

Marketing Research deals with moving targets. Last year you couldn’t give away Tablet PCs. Then Apple launched its iPad. Suddenly everyone wants one.

Marketing research looks at what makes people choose to buy one product over another . What makes them suddenly switch brands What makes them recommend one product over another

To do this you need to gather facts, examine opinions and organize them in a structure manner. This lets you drill down and see what makes people want to buy – not just what you want to sell them.

Screenshots of Market Research Templates

Use these template to capture Why You Need Market Research, Who You Want to Target, How to Plan, Collect Data, Analyze Data, Report Findings, and Make Decisions.

Standard White/Blue Cover Page

Classic Car Theme

The Science of Market Research Theme

The Technology of Market Research theme

Note : The content in all four is the same. Only the cover pages are different.

5 Key Areas in Market Research

You can use these twelve templates ( 10 Microsoft Word and 2 Excel spreadsheets ) to outline the specific goals for your Market Research Plan and then feed these results into your Business Plans , Marketing Plans , and product development strategies.

This Market Research Plan will help you examine five areas:

• Assess the Competition – Can you compete against the incumbent How many competitors are there in the current marketplace Could you partner with other companies and deliver a superior product offering
• Identify your Target Market – gather information about the age, location and number of people who’ll be interested in the product. The more you know about your customers, the more you can tailor your product to their needs, spending habits and in relation to emerging trend.
• Identify the Right Price – how much will the product cost Will you sell it as part of a bundle Do you offer discounts How about international customers Will the price be the same in the US as in Japan And if customers find out, what next
• Define the Best Sales channels – What’s best approach to selling the products Over the web, in the high street, through partners, direct mail
• Determine the Number of Customers – How many people are looking for this product How confident are you that this figure is correct Will this number increase or decrease over the next three years

As you can see, there are many factors to consider when launching a product. Interviewing, running surveys and poll s are different ways to get inside the head of your customers (or prospective customers) and see what they think.

Remember, market research is not an exact science.

What works in one area, may not work in another. Likewise, you may need to run different surveys or workshop until you begin to see specific trends emerging, for example, the price may be too high for customers in different regions or the user interface may confuse customers and cause them to leave the site.

The over-arching goal is to learn more about your customers and how their spending habits , preferences and knowledge of your brand will impact your company’s Sales and Marketing strategy.

7 Stages of Successful Market Research

You can then use these forms, checklists, surveys, and questionnaires to complete the seven stages in the Market Research process:

• Stage 1 – Why You Need a Market Research Plan
• Stage 2 – Who are your Target Customers
• Stage 3 – How To Get The Information You Need
• Stage 4 – How Do You Collect Data How to Train Your Staff How to Make it Shareable How to Avoid Corrupt Data How to Design Questionnaires, Surveys and Polls
• Stage 5 – Analyze Data
• Stage 6 – Generate Report Findings Descriptive Data Analysis Inferential Data Analysis
• Stage 7 – Choose Best Strategies

Market Research Budget

You can also use the budget section and Project Plan ( MS Excel template ) to capture the costs associated with the Market Research Plan. This helps you identify the budget amount allocated by category (e.g., milestone or cost categories).

MS Word Screenshots

Here are screenshots of the MS Word templates.

Standard cover page

Executive Summary to Market Research Plan

Instructions on how to write the Market Research Plan

Further details of the market research plan

Budget Plan

Market Research Project Plan

Market Survey Form

Excel Screenshots

Here are screenshots of the Excel templates.

Market Planning Checklist with conditional formatting

Competitor Assessment spreadsheets with different charts

Competitive Analysis spreadsheet

Feedback Form and Customer Ratings

Market Research Templates: Format & Content

Product Specifications

File Format : The templates are in  Microsoft Word   (.docx) and  Excel  format (.xlsx).

File Size:  The Download file is 2 MBs.

Opening the Files:  You don’t need any special software to unzip the files. To unzip the files, right click on it, then select  Extract , and save it to your computer.

Getting Started:  Depending on your MS Office settings, the files may say Read Only when you open them. If this occurs, click  File ,  Save As  and save the files. There are no security settings on any of the files.

Images:  All of the images in the templates are copyright free.

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Market Research Report

Resource overview.

A formal report template that will help you communicate findings from a market research project.

Related Resources

Your Problem

You need to share the results of a market research project or study.

Our Solution

We created the Market Research Report to provide a formal communication document that will help you communicate findings from a market research project. This Microsoft Word template evaluates your market research project based on the following sections: executive summary, description of the problem, objectives, research design & methodology, information sources, results, action-oriented recommendations, and appendix.  Feel free to include additional sections or information that suit your organization's market research efforts.

For background info, read our Executive Summary: Market Research Best Practices .  Download our free  Product Development Strategy Methodology  to see how this tool functions as part of a product development process.

Key Benefits

• easy to use and modify
• professionally formatted report
• ensures assumptions are qualified
• save 4 hours on formatting
• provides support for recommendations

Microsoft Word Document

Estimated time required: 4 hours, skills required: research writing.

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WTO / Business / Analysis / 30 Free Market Analysis Templates (Examples) – Word | Excel

30 Free Market Analysis Templates (Examples) – Word | Excel

Whether you have a business that is large or small, staying on top of trends is vital for its success. Determining what it is that is driving demand, the strategies being used by your competitors, and what marketing technique will work are all things that can be found by doing a market analysis. This will also help you when you need to reevaluate your current strategies and business plans.

What is Market Analysis?

A market analysis is used to determine the dynamics of a certain market in a specific industry. It provides information and data regarding competitors, customers, the industry, and other variables. It can also give you details on supply and demand for a certain service or product. All of this helps the business create strategies based on informed decision-making.

Four Parts of the Market Analysis

There are four main parts to market analysis: the industry overview, your target market, your competition, and your forecast and pricing.

Industry overview

Use this to describe the industry you are in and what direction it seems to be heading in. This is a bit different from doing market research because, with industry research, you are looking at all the businesses that are similar to your own. With market research, you are learning about your buyers.

Target market

This section will detail who your ideal customers are.

You need to consider:

• Market size –this refers to the pool of potential customers who need your product or service.
• Demographics – this gives details about the gender, age, income, and education of your average customer.
• Location – used to describe a specific region or location that customers come from.
• Psychographics – this is where you will describe the likes and dislikes of your customers.
• Behaviors – look at how your customers purchase and shop for products and services like yours.
• Trends – details noticeable trends within the market.

Competition

A detailed market analysis needs to have information on your competition, such as their strengths and weaknesses and gaps in services or products that you can offer.

The important areas to look at are:

• Direct competition: this refers to businesses that offer services and products similar to your own.
• Indirect competition: this refers to businesses that offer alternative solutions for problems that your company solves.
• Uniqueness: refers to how you are different from the competition.
• Entry barriers:  refer to how you are protecting yourself from new competition, such as having patents or a really good location.

Pricing and forecast

Your last step is to determine what your pricing is and then create a sales forecast. This can help you figure out what part of the market you may be able to get into. Use your forecast as a way to track sales and your goals.

Market Analysis Templates

You can download any of the free templates and samples to get a better understanding of how to do this analysis.

Market analysis example

Market analysis template for PDF

Market analysis template (PDF)

Market research & analysis report for PDF

Real estate market analysis template (Excel)

How to Write a Market Analysis Template?

The template is dependent on the industry you are in and what your requirements are for the analysis. Each business has its own requirements, but there are certain things that they should all cover.

Step 1–Market description 

This is your starting point and should detail the type of market that you are operating in. It should include things such as what your target market is, its demographics, purchasing behavior, needs, and so on. You should also consider the size of your market in order to determine its profitability.

Also known as Porter’s Five Forces, this framework will help you analyze your competition.

The five areas to consider are:

Supplier’s bargaining power 

This refers to suppliers in the industry and how easy it is for them to raise their prices. This is an important consideration because, as the prices of suppliers increase, it will affect your net inflow. Consider how many suppliers you can do business with, how unique their services or products are, and how much it would cost to switch suppliers.

Buyer’s bargaining power 

This refers to the buyer’s influence and how easy it is for them to cause your prices to drop. You can do this by determining how many buyers you have and how many orders they place. It’s also important to consider what the cost would be for them to switch from your services and products to one of your competitors. Also, consider whether you have the power to influence the purchasing behavior of your buyers.

The competition

You need to get familiar with your competition. Look at how many competitors there are in your market, what the quality of their services and products is, the quantity they offer, and how this compares to the services and products that you offer. Knowing what the competition’s strategies are will give you a better idea of how this influences the behavior of the market.

Substitute product threats

Your next task is to consider how easy it is for buyers to replicate your services or products themselves. Is it easy for them to outsource the product or service, cutting you out of the process? Buyers often look to cut their expenses by switching to a substitute that costs less and offers the same thing that you do.

Up-and-coming competition threats

Lastly, you want to determine how easy it is for any new business to enter your market. The more competition, the smaller the share you will have in the pool of customers. You can start by analyzing what it would cost to start a new business, as well as looking at any regulations within the industry.

Step 3–Market trends 

Once you’ve gone over PFF, it’s time to look at market trends. This means determining things such as the purchase behavior of customers, price sensitivity, and the influence of suppliers over prices.

Step 4–The competitive landscape

To get a better idea of what you are up against, you need to look at the competitive landscape. Knowing what your competitor’s pricing, product quality, and marketing strategies are can help you improve key areas of your business. This will help you stay a top contender.

Step 5 – Success factors

Your last step is to look at your key success factors, such as ensuring your business’s continued growth and success, what your strengths and weaknesses are, how you reach your objectives and goals for your business, and taking time to reevaluate all of these things to come up with a fresher market plan and analysis.

Frequently Asked Questions

This is a brief outline of the market that provides a snapshot of the present to get a better idea of its key features and marketing activity.

The major advantage is that it helps a business protect itself from potential loss by identifying how it can reach potential customers.

This type of analysis identifies your rivals or competitors and lets you evaluate their marketing strategies, their weaknesses, and their strengths in relation to your products and services.

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• One-on-one interviews-   These are conducted in high-traffic areas such as shopping malls during in-person surveys. They allow you to hand out product samples, packaging, or advertising to consumers and get rapid feedback. In-person surveys can provide response rates of over 90%, but they are expensive. An in-person survey might cost up to $100 per interview due to the time and work needed.
• Telephone surveys-   This is cheaper than in-person surveys, but they are more costly than surveys sent by mail. However, consumers’ aversion to constant telemarketing and persuading consumers to engage in phone polls has become more challenging. Response rates to telephone surveys are typically in the 50 %to 60 % range.
• Mail surveys-   This is a low-cost technique to reach a large number of people. They’re a lot less expensive than in-person or phone surveys, but they only get 3 to 15% of people to respond. Mail surveys, despite their low return, are still a cost-effective option for small enterprises.

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Market research templates: what they are and how to use them.

18 min read Interested in market research but need some templates to start with? In this guide, we unpack market research, survey planning best practice and share some of our best templates for brand, customer, product and employee research.

What is a market research template?

While you’re no doubt familiar with the concept of market research and how it can help you to reach your target audiences and improve your product or service , the real challenge is designing a market research plan that is conducive to excellent results.

All of this starts with the right market research template(s) to help you analyze specific target audiences, collect the right data and uncover insights that can drive actionable change.

In this article, we’re going to:

• talk about market research and its use cases,
• provide you with a standard template that allows you to plan your research,
• and share several other templates to help you with specific types of market research

You can also check out our free template library.

But first, let’s revisit market research.

What is market research?

Market research is the process of determining the viability of a new service or product through surveys and questionnaires with prospects and/or customers. It involves gathering information about market needs and prospect/customer preferences .

Through market research, you can discover and/or refine your target market, get opinions and feedback on what you provide to them and uncover further prospect/customer pain points and expectations of your service or product .

Market research can be conducted in-house, either by you and your research team, or through a third-party company that specializes in it (they will typically have their own research panels or be capable of creating a research panel to suit your requirements).

The four common types of market research

There are lots of different ways to conduct market research to collect customer data and feedback , test product concepts , and do brand research, but the four most common are:

The most commonly used form of market research, surveys are a form of qualitative research that asks respondents a series of open or closed-ended questions , delivered either as an on-screen questionnaire or email.

Surveys are incredibly popular because they’re cheap, easy to produce, and can capture data very quickly, leading to faster insights.

2) Focus groups

Why not bring together a carefully selected group of people in your target market using focus groups? Though more expensive and complex than surveys and interviews, focus groups can offer deeper insight into prospect and customer behavior – from how users experience your products and services to what marketing messages really resonate with them.

Of course, as a market research method that’s reliant on a moderator to steer conversation, it can be subject to bias (as different moderators might have preferred questions or be more forceful) and if you cut corners (not asking all the necessary questions or making assumptions based on responses), the data could get skewed.

3) Observation

As if you were a fly-on-the-wall, the observation market research method can be incredibly powerful. Rather than interviewing or surveying users, you simply take notes while someone from your target market/target audience engages with your product . How are they using it? What are they struggling with? Do they look as though they have concerns?

Observing your target audience/target market in this fashion is a great alternative to the other more traditional methods on this list. It’s less expensive and far more natural as it isn’t guided by a moderator or a predefined set of questions. The only issue is that you can’t get feedback directly from the mouth of the user, so it’s worth combining this type of research with interviews, surveys, and/or focus groups.

4) Interviews

Interviews allow for face-to-face discussions (both in-person and virtually), allowing for more natural conversations with participants.

For gleaning deeper insights (especially with non-verbal cues giving greater weight to opinions), there’s nothing better than face-to-face interviews. Any kind of interview will provide excellent information, helping you to better understand your prospects and target audience/target market.

Use cases for market research

When you want to understand your prospects and/or customers, but have no existing data to set a benchmark – or want to improve your products and services quickly – market research is often the go-to.

Market research (as mentioned above), helps you to discover how prospects and customers feel about your products and services, as well as what they would like to see .

But there are more use cases and benefits to market research than the above.

Reduce risk of product and business failure

With any new venture, there’s no guarantee that the new idea will be successful. As such, it’s up to you to establish the market’s appetite for your product or service. The easiest way to do this is through market research – you can understand the challenges prospects face and quickly identify where you can help. With the data from your market survey, you can then create a solution that addresses the needs and expectations of would-be customers.

Forecast future trends

Market research doesn’t just help you to understand the current market – it also helps you to forecast future needs. As you conduct your research and analyze the findings, you can identify trends – for example, how brands and businesses are adopting new technology to improve customer experiences or how sustainability is becoming a core focus for packaging. Whatever it is you’re looking to understand about the future of business in your market, comprehensive market research can help you to identify it.

Stay ahead of the competition

Understanding your market and what prospects and customers want from you will help to keep you ahead of the competition . The fact is that the top businesses frequently invest in market research to get an edge, and those that don’t tap into the insights of their audience are missing low-hanging fruit.

As well as helping you to stay in front, you can also use market research to identify gaps in the market, e.g. your competitors’ strengths and weaknesses . Just have participants answer questions about competitor products/services – or even use the products/services – and work out how you can refine your offerings to address these issues.

Plan more strategically

What’s the foundation of your business strategy? If it’s based on evidence, e.g. what people expect of your products and services, it’ll be much easier to deliver something that works. Rather than making assumptions about what you should do, market research gives you a clear, concrete understanding of what people want to see.

Check out our guide to market research for a more comprehensive breakdown.

How do you write a market research plan/template?

A market research plan is very similar to a brief in that it documents the most vital information and steps about your project. Consider it a blueprint that outlines your main objective (summary), key questions and outcomes, target audience and size, your timeline, budget, and other key variables.

Let’s talk about them in more detail.

Elements of a great market research plan

1) overview or summary.

Use the first section of your market research plan to outline the background to the problem that you are attempting to solve (this is usually your problem statement or problem question). Include background information on the study’s purpose and the business to provide context to those who would read the report, as well as the need for the research. Keep the overview simple and concise; focus on the most salient elements.

2) Objectives

What is it that you hope to achieve with this survey? Your objectives are the most important part of the survey. Make sure to list 3-5 of the decisions or initiatives that the research will influence.

For example:

Understand the most-used channels for customer engagement and purchasing to decide where to prioritize marketing and sales budget in Q1 2022. Determine what’s causing customer churn at the later stages of the buyer journey and implement a new retention and sales strategy to address it.

Your objectives should be smart, that is: Specific, Measurable, Attainable, Relevant, and Timely.

3) Deliverables (or outcomes)

This section should focus on what you expect to have at the end of the project. How many responses are you looking for? How will the data be presented? Who will the data be shared with? (Stakeholders, executives) What are your next steps? Make sure you state how you will collect and analyze the data once it’s available.

Products such as Qualtrics CoreXM make this process fast and incredibly easy to do, drastically reducing the time to insights so you can make more meaningful changes, faster.

4) Target audience

Not to be confused with your market research sample, your target audience represents who you want to research. Of course, your sample may include ideal buyers from your target audience. Here you want to define the main variables or factors of your audience: demographic , age, location , product interaction, experience, and so on. It’s worth building out your buyer personas (if you haven’t already) and including a quick breakdown of them here.

5) Sample plan

How many participants do you want to research and what kind of groups do you want to reach? Depending on these two variables, you may have to use qualitative, quantitative , or multi-method approaches.

6) Research methods

What methods will you use in your market research project? The insights (and the granularity of those insights) will depend on the methods and tools you choose. For example, and as mentioned earlier, surveys are often the go-to for many organizations as they’re affordable and straightforward, but if you want to get more personal views from your respondents, one-to-one interviews might be more applicable. You might even want to take a hands-off approach and simply observe participants as they use your products, or try a combination of research methods. Make sure to outline what methods you will use as part of your research plan.

7) Timeline

How long will your research project run? It’s worth putting together a Gantt chart to highlight key milestones in the project, along with dependencies, and to break down tasks as much as possible. Schedule in contingency time in case some tasks or research runs over – or you need more responses.

Set a budget for the overall program and list it in your plan. Though this might be the most difficult aspect of any research plan, it helps you to be more strategic about tasks and hold people accountable at each stage of the process. If costs go over, that’s good to know for future market research. If costs are lower than anticipated, you then have the opportunity to do further research or prop up other areas of the study.

9) Ethical concerns or conflicts of interest

One of the most important parts of your market research plan, you should highlight any ethical concerns. To begin with, it’s your duty to state whether or not responses will be kept confidential and anonymous as part of the study. It’s also important to allow participants to remain anonymous and ensure you protect their privacy at all times.

Another issue to consider is stereotyping. Any analysis of real populations needs to make approximations and place individuals into groups, but if conducted irresponsibly, stereotyping can lead to undesirable results.

Lastly, conflicts of interest – it may be that researchers have interests in the outcome of the project that lead to a personal advantage that might compromise the integrity of your market research project. You should clearly state in your market research report that any potential conflicts of interest are highlighted and addressed before continuing.

But I want a faster solution!

Well, there’s a quicker and far easier way to do all of the above and get the data you need – just use a market research survey template. In our next section, we’re going to share a whole list of templates that you can use.

Free market research survey templates

No matter what kind of research you want to conduct, we have templates that will remove the complexity of the task and empower you to get more from your data. Below we’ve compiled a list of templates for four key experience areas: Brand , Customer , Employee , and Product .

All of our research templates are free. All you need to do is sign up for a free Qualtrics account to access them.

Brand experience market research templates:

• Logo testing : Collect feedback to help you evaluate and iterate on your logo designs and concepts
• Brand awareness : Track the level of brand awareness in your target market, including current and potential future customers
• Ad testing : Evaluate your consumers’ reaction to an advertisement so you know which campaigns to deploy before you invest
• A/B testing : Quickly and easily compare to versions or options in a study, whether it’s a design, headline, color palette or a mock-up of your latest ad campaign

Customer experience market research templates

• Student satisfaction : Gather feedback on how your institution is delivering on the student experience
• Net promoter score (NPS) : Measure customer loyalty and understand how they feel about your product or service using one of the world’s best-recognized metrics
• Customer satisfaction : Evaluate how satisfied your customers are with your company, including the products and services you provide, and how they are treated when they buy from you
• Customer service : Gain insights into the contact center experience, so you can achieve and maintain optimum levels of customer experience (CX) performance
• Event feedback : Measure the effectiveness of your events and how well they meet attendee expectations so that you can continuously improve your offering
• IT help desk : Understand how satisfied your employees and customers are with your IT help desk experience
• Website suggestion box : Collect visitor feedback on how your website can be improved
• Website satisfaction : Find out how satisfied visitors are with your website’s design, usability, and performance
• Store purchase feedback : Capture customer experience data at the point of purchase to help you improve the in-store experience
• Online purchase feedback : Find out how well your online shopping experience performs against customer needs and expectations

Employee experience market research templates

• Employee satisfaction : Get an overview of your current employee experience
• Manager feedback : Improve your skills as a leader with valuable feedback from your team
• Employee engagement : Find out how employees find the current experience at your workplace with this entry-level engagement survey
• Employee exit interview : Understand why your employees are leaving and how they’ll speak about your company once they’re gone with this survey template
• Employee onboarding : Improve your onboarding program by understanding what’s working and what’s not
• Team event planning : Collect inputs from employees to plan a team event that works for everyone
• Meeting feedback : Check-in with team members after a meeting to see how well your company is running and what improvements can be made
• Interview feedback : Improve your candidate experience by gathering actionable insights about the interview process
• Employee suggestion box : Gather anonymous data to help address concerns and improve the employee experience in your organization
• Candidate experience : Improve your candidate experience to increase brand perception, offer acceptance rates, and hiring process efficiency with this single-touchpoint survey template
• Employee suggestion action : Take employee feedback a step further by working with your staff to quantify solutions based on their experience data

Product experience market research templates

• Product research : Evaluate your consumers’ reaction to a new product or product feature across every stage of the product development journey
• Pricing : Understand how to set the exact price point for your product or service, according to your target consumers
• Feature prioritization : Compare and contrast product features using conjoint analysis to find the optimal mix for your customers
• Product package testing : Collect feedback on your product packaging to see how well it meets the needs and expectations of your customers

Armed with the right market research templates, getting the information you need across brand, product, customer and employee disciplines — as well as beyond — is significantly easier.

But if you want help putting together complex market research and scaling your in-house research team to get agile insights, check out our guide to building an agile research function.

Insights are more important than ever, especially during times of change, but building a great team takes a lot of time and money.

In our eBook, we’ll explain how you can:

• Scale your research team
• Build a smart partner strategy
• Ensure you have the right technology for market research and data analysis

Tackle your market research with our agile market research eBook

Related resources

Market intelligence 10 min read, marketing insights 11 min read, ethnographic research 11 min read, qualitative vs quantitative research 13 min read, qualitative research questions 11 min read, qualitative research design 12 min read, primary vs secondary research 14 min read, request demo.

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Marketing Report Template for Microsoft Word

• Great for beginners
• Ready-to-use, fully customizable Doc
• Get started in seconds

Creating impactful marketing reports shouldn't be a hassle. With ClickUp's Marketing Report Template for Microsoft Word and more, you can seamlessly showcase your marketing strategies, goals, achievements, and key performance indicators with ease and professionalism. This template empowers small business owners and marketing professionals to analyze and communicate the effectiveness of their marketing efforts effortlessly.

In this template, you can:

• Present your marketing strategies and goals clearly
• Highlight key achievements and performance indicators effectively
• Analyze the impact of your marketing efforts for informed decision-making

Ready to elevate your marketing reporting game? Try ClickUp's Marketing Report Template now!

Marketing Report Template Benefits

Creating detailed marketing reports has never been easier with the Marketing Report Template for Microsoft Word, ClickUp, & More. This template offers a range of benefits, including:

• Streamlining the report creation process for marketing strategies, goals, and achievements
• Providing a professional format to showcase key performance indicators effectively
• Helping analyze marketing efforts and make data-driven decisions
• Enhancing communication with stakeholders by presenting clear and visually appealing reports

Main Elements of Microsoft Word Marketing Report Template

To create professional marketing reports efficiently, ClickUp’s Marketing Report Template for Microsoft Word, ClickUp, & More includes:

• Custom Statuses: Utilize statuses like In Progress, Completed, and Pending Approval to track the progress of marketing tasks and projects
• Custom Fields: Add custom fields such as Campaign Name, Campaign Type, and Campaign Start Date to capture specific details and metrics related to marketing campaigns
• Custom Views: Access different views like Marketing Campaign Overview, Monthly Performance Analysis, ROI Tracking, and Social Media Engagement Report to visualize marketing data in various formats for better analysis and communication.

How To Use This Marketing Report Template In ClickUp

1. access the marketing report template.

Start by opening ClickUp and navigating to the Templates section. Search for the Marketing Report Template and select it to open in Microsoft Word or any other compatible software.

Use ClickUp's Docs feature to access and download the Marketing Report Template seamlessly.

2. Customize the Cover Page

Personalize the cover page with your company's logo, report title, and date. Make sure to include a brief overview of the report's purpose and highlight key insights that will capture the reader's attention.

Utilize custom fields in ClickUp to input key details such as report title, date, and company logo.

3. Analyze Marketing Performance

Break down the report into sections such as social media metrics, website traffic analytics, lead generation results, and campaign performance. Include graphs, charts, and tables to visually represent data for easy interpretation.

Utilize the Gantt chart feature in ClickUp to visualize timelines and milestones for various marketing campaigns.

4. Provide Actionable Recommendations

Based on the data analysis, offer actionable recommendations to improve future marketing strategies. Include insights on what worked well, areas that need improvement, and new tactics to explore in the upcoming marketing period.

Utilize the Board view in ClickUp to list out actionable recommendations for each team member.

5. Share and Collaborate

Once the report is finalized, share it with stakeholders for feedback and collaboration. Encourage team members to provide input, ask questions, and suggest additional insights to ensure a comprehensive and insightful marketing report.

Utilize ClickUp's Email feature to seamlessly share the report with team members and stakeholders for collaboration.

This template is originally designed for use in the ClickUp platform, but you can easily export this doc for use in Microsoft Word, or even just copy-paste the contents into your platform of choice.

Get Started with This Marketing Report Template for Microsoft Word, ClickUp, & More

Small business owners and marketing professionals can utilize the Microsoft Word Marketing Report Template to create comprehensive reports showcasing marketing strategies, goals, and achievements. This template is perfect for analyzing and communicating the effectiveness of marketing efforts across various platforms.

To effectively use this template, follow these steps:

• Begin by clicking “Add Template” to incorporate the Marketing Report Template into your Workspace.
• Customize the template by adding specific details about your marketing strategies, goals, and key performance indicators.
• Utilize custom fields to input data such as campaign metrics, budget allocations, and target audience demographics.
• Choose from different views like Table view, Calendar view, or Gantt chart to visualize data in a way that suits your reporting needs.
• Update statuses such as In Progress, Completed, or Pending to track the progress of various marketing initiatives.
• Collaborate with team members by assigning tasks, setting deadlines, and sharing insights within the template.
• Monitor and analyze the data presented in the report to make informed decisions and optimize future marketing strategies.

Related Templates

• Board Minutes Template for Confluence
• Analytics Report Template for Google Docs
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• Experiment Plan And Results Template for Google Docs
• Operations Meeting Minutes Template Template for OneNote

Template details

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5 Professional Marketing Report Templates

Table of contents, weekly marketing report, monthly marketing report, annual marketing report, purpose of report:, marketing highlights:, business strategy results:, statistical data:, current & proposed marketing strategy:, marketing research report, ms word marketing plan template, ms excel market survey report, ms excel marketing status report, ms excel monthly marketing report, types of marketing reports:, what to include:.

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15+ Marketing Research Templates –Word, Excel, PDF, Docs

Anyone who has worked in the field of marketing must have come across the term market research at least once! The marketing department of a certain company carries out market research analysis at regular intervals to find out about market trends, ups and downs, and other factors that could affect your company.

Marketing Research Gantt Chart Template

Marketing Research Mind Map Template

• Google Docs
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• Apple Keynote

Market Research Report Template

• Apple Pages

Editable Cost Analysis of Market Research Method

Monthly Marketing Report Template

Why go for Marketing Research Templates?

Editable market survey template.

Printable Marketing Research Proposal Template

Free Printable Market Research Template

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Free Statics for Marketing Research Template

• Word (2003 or higher)

Uses of Marketing Research Templates:

• A marketing research template is one of the great ways in which one can study the trends of the market.
• Such marketing research builds the very foundation of marketing. You can also see marketing strategy templates.

Free Marketing Research Student Data Template

• Excel (2003 or higher)

Free Market Research Report Template

Free Market Research Progress Report Template

Tips for using Marketing Research Templates

• Choose a marketing research formal template that is both easy to use and understand.
• Look up customizable marketing research templates online.

Free DSCA Market Research Guide Template

> We are here to help!

General faqs, 1. what is meant by market research, 2. what is marketing process, 3. how can you develop a market research plan.

• Outline Your Plans and Objectives
• Develop an Overall Research Plan
• Gather and Analyze Information
• Present the Findings
• Use the Findings to Make a Decision

4. What is the Importance of Marketing Research?

5. what are the different types of market research.

• Market Segmentation
• Product Testing
• Advertising Testing
• Brand Awareness and Reach
• Satisfaction and Loyalty Analysis
• Pricing Research
• Data Collection

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