4.2 Marketing research: from questions to a plan

Practice with fictional materials, without connecting to an external business system. Check the model's facts and conclusions. Before using marketplace resources, review the requirements on their detail pages.

Prepare

Connect a model. Create research, planning, and review employees in the same business area or in General work, then add them to the same group. Each employee only needs the materials for this exercise. Without authorization for external tools, do not assume it can search or write to an external system.

Sample materials

The fictional product “Survey Box” is for small design studios and supports survey collection and CSV export. The budget limit is CNY 2,000. Channel performance is unknown.

1. Define the first round of work

Share the materials in the group and mention the first employee:

List target users' needs that still need validation, clearly marking which are only inferences. Keep the supporting evidence from the materials for each item. If information is missing, list questions instead of guessing.
Do not create ads, promise conversion rates, or make payments.

If you need formal tracking, create a linked task and check its owner and scope. Then review whether the resulting facts are complete.

2. Hand over and review

After checking the first result, pass the confirmed content to the second employee:

Design two small experiments, with budget assumptions and success criteria. Use only confirmed materials and label inferences separately.

Then pass it to the review employee:

Check the budget totals and supporting evidence, and list items that need my approval. Go beyond polishing the writing: identify where the source and conclusion do not agree.

3. Verify the results

Expected deliverables include a fact list, a working draft, and review comments. Check the owner, sources, unresolved questions, and task records for each deliverable.

Do not create ads, promise conversion rates, or make payments. If you later connect real tools, separately verify their scope, keys or authorizations, and approval requirements. This exercise grants no permission for real external actions.

Reuse the workflow

Choose Save as a method or Save as a plan on a result; it is saved after you send it, and a plan stays paused until you enable it. Configure an automation only after the recurring input source and acceptance criteria are clear. Keep the handoffs manual for the first exercise so that unverified steps do not run automatically in sequence.