Define the report question and source pool
1-2 hours
1-2 hours
Choose one clear research question for the report, such as why buyers switch, what blocks adoption, what triggers urgency, or what objections show up before purchase. Pull 15-30 customer interviews, sales calls, or win/loss conversations from Gong. Add source links, customer segment, company size, role, and permission status to Airtable.
A defined research question and a structured source pool of qualitative buyer evidence.
Do not combine too many research questions. A report about switching triggers is stronger than a report about everything buyers think.