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Strategy

The Research Week Clients Want to Skip

Headshot of Priya Sharma
Priya Sharma
August 20, 2024 · 3 min read

There is a predictable moment in almost every kickoff. We walk through the plan, we reach the part where the first two weeks are interviews and research, and someone senior says some version of: we know our market, can we compress this and get to concepts faster?

It is a reasonable request. It is also the most expensive sentence in the engagement, and after enough repetitions of this movie we can narrate the ending in advance. So here is the case for the research week, written down once, so we can send a link instead of relitigating it in every kickoff.

What we are actually looking for

The research week is not a literature review and it is not a formality. It is a targeted hunt for three specific things, and we usually find all three:

  • The internal disagreement nobody has surfaced. Interview six stakeholders separately and you will get at least three different answers to "who is this for and why do we win." Every one of those unresolved disagreements will resurface as feedback chaos in round two of creative, where it costs ten times more to settle.
  • The customer's actual words. Positioning written from internal vocabulary describes the org chart, not the buyer. Eight customer calls reliably produce the exact phrases that should anchor the messaging, because the best copy is usually transcription with better rhythm.
  • The thing everyone believes that is not true. There is always one. The market that "does not buy on price" but does. The feature "everyone asks about" that shows up in zero calls. Finding it early is a discount on the whole project.

None of this requires a six-figure research program. It requires structured interviews, a competitive teardown done with fresh eyes, whatever analytics and sales call recordings already exist, and the discipline to synthesize before ideating.

We know our market, and other true statements that mislead

Clients do know their market. That is precisely the problem. Ten years inside a category produces deep knowledge and deep habituation in the same motion. You stop seeing what a newcomer sees, and your buyers are newcomers.

When Northwind brought us in, their team told us, correctly, that their customers valued speed of fulfillment above everything. True, and every competitor said the same thing in the same words, which made it worthless as positioning. What the customer calls surfaced was different: people trusted Northwind because things never went wrong, and when they did, a human fixed it without a fight. Reliability with recourse. That insight reshaped the entire brand platform, and no amount of internal knowledge would have produced it, because internally it was just called doing our jobs.

The week is a filter for us, too

Honesty requires admitting the research week also protects the agency. It is where we find out whether the brief we sold against is the brief that exists. Sometimes the stated problem, our awareness is low, dissolves under inspection into the real one: awareness is fine, but the sales experience contradicts the brand promise. Discovering that in week two is a scope conversation. Discovering it in week nine is a crisis.

What we cut instead

The urge to compress is not wrong; it is just aimed at the wrong week. Things we happily cut to move faster: the second round of mood boards, the eighty-slide strategy deck nobody reads (we deliver strategy in a document short enough to be memorized), the ceremonial midpoint presentation. Research synthesis, stakeholder alignment, and customer contact stay, because everything downstream is built on them.

Fast is a fine ambition. But the slowest project we can sell you is the one where we find the real problem in the feedback on round three. The research week is not a delay before the work. It is the work, done in the right order.

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