Market survey: start with the decision it must inform

A market survey asks people outside your business about their needs, habits and choices, so you can decide on a product, price or message. It works only when the first question screens for people who make or influence that choice, and every later question is neutral and tied to the decision. Read the results with the sample source and the number of responses next to every figure, because a tidy percentage from the wrong people says little about your market.

Question bank

Questions in the order a respondent should meet them

Which best describes your part in choosing tools for your team?

I make the decision / I recommend options / I use it but do not choose it / I do not work with this kind of tool

This is the screener. It shows whether the rest of the answers describe a buyer, a user or someone outside the market you are studying.

How often do you handle [the task your product or service supports]?

Daily / Weekly / Monthly / A few times a year / Never

Frequency separates people with a live need from people answering from memory or from general opinion.

Which of these problems takes the most time for you right now? Choose up to three.

A list of five to seven problems you heard in interviews, plus Something else

The list should come from people you have already spoken with. A list drawn only from your product features turns the question into a pitch.

How likely are you to look for a new option for this in the next 12 months?

1 (very unlikely) to 5 (very likely)

A forward-looking measure of interest in the market. Read it with the reasons people give, not on its own.

What would make you choose one option over another?

Open response

Captures the criteria people use. Their wording often differs from the wording inside your company, and that difference is useful.

How many people work at your organization?

1-10 / 11-50 / 51-200 / 201 or more / Prefer not to say

Asked last, after the topic questions, so it cannot shape the earlier answers. Ask it only if you will compare results by size.

Field blueprint

A screened survey you can adapt in a form tool

FieldTypeRequiredWhy you ask it

Screening

Section header

Marks the questions that decide whether the rest of the answers count.

Your part in the decision

I make the decisionI influence the decisionI use it, but I do not choose itI do not work with this kind of product
Single choiceRequired

Separates people who make or influence the choice from everyone else. The form does not skip the remaining questions for anyone, so you will exclude the other answers when you read the results.

How often do you handle this task?

DailyWeeklyMonthlyA few times a yearNever
Single choiceRequired

Shows whether the respondent has a live need or is describing a need they rarely face.

Your needs

Section header

Starts the topic section after the screener, so people know the earlier questions were about their role.

Which problems take the most time? Choose up to three.

Keeping records up to dateFinding information when it is neededCoordinating work across peopleReporting results to othersSomething else
Multiple choiceOptional

Ranks the problems you tested in interviews. If the list contains problems no one has raised, the answers reflect your assumptions.

How likely are you to look for a new option in the next 12 months?

RatingOptional

A forward-looking measure of interest. Read the full spread of answers, not only the average.

What would make you choose one option over another?

Long textOptional

Captures decision criteria in the respondent's own words. Keep it optional, since a short answer still helps.

About your organization

Section header

Groups the demographic questions at the end, after the topic answers are complete.

Organization size

1-10 people11-50 people51-200 people201 or morePrefer not to say
DropdownOptional

Lets you compare answers across company sizes. Leave it out if you will not analyze by size.

Industry

RetailProfessional servicesHealthcareConstructionEducationOther
DropdownOptional

Shows whether the need differs between sectors. Keep the list to sectors you actually plan to compare.

Email for a summary of results (optional)

Leave this blank if you do not want a summary.

EmailOptional

Collects an address only from people who want a summary. Keep it apart from the answers in your analysis unless you have a stated reason to link them.

At a glance

How long the survey takes, estimated from the blueprint

8Fields
2Required fields
3Estimated time (minutes)

Estimate based on question types; actual completion time varies.

Read the results

Read the answers against their sample, not just the chart

  1. Show the screened base

    Report how many people passed the screener and how many were set aside. Put that base beside every result, because a percentage without its base cannot be compared with anything.

  2. Name the sample source

    Write where respondents came from: your mailing list, a social channel, a panel service or a referral. A survey of current customers describes current customers, even when the question is about the wider market.

  3. Read the spread, not only the average

    An average of 3.4 can come from many people answering 3, or from a split between very high and very low answers. Show the share at each point on the scale before you draw a conclusion.

  4. Keep the open answers as evidence

    Group the written answers by theme, quote a few in the respondent's own words, and state how many people raised each theme. Do not present a theme mentioned by two people as a trend.

Mistakes to avoid

Four ways a market survey misleads its readers

Naming your product before the problem

A question such as Would you use our new scheduling tool? measures reaction to one product, not the need behind it. Ask about the task first, and describe options neutrally, if at all, after the need is clear.

Launching before deciding what would change

Write the decision and the two or three outcomes that would lead to different choices before you draft any question. A survey without that list collects opinions that nobody can act on.

Reading search interest as market demand

Search volume counts people looking for help with research, not the size of your market or how much anyone wants your product. Use it to find wording that people recognize, and keep it out of your sizing.

Treating stated intent as a revenue estimate

Saying you might look for an option in the next year is a signal to test further, not a promise to buy. Confirm interest with a follow-up question about current behavior or a real next step.

Frequently asked questions

What is the difference between market research and a customer survey?

A customer survey asks people who already buy from you about their experience. Market research asks a screened group about needs, choices and alternatives, including people who do not buy from you yet. The screener and the sample source matter more for market research, because the answers are only as wide as the people you reached.

Where can I find a market research survey template?

A template is a starting list of questions. Before you copy one, write the decision the survey must inform, the screener and the sample source. The field list above can be copied into a document or a form tool, then adapted to your market.

What do good market research survey examples have in common?

Strong examples start with a screener, move to current behavior, ask about the criteria people use, and finish with demographic questions. Adapt the wording to the task your product or service supports, and cut any question you would not analyze.

Does this guide cover paid survey panels?

No. This guide covers a survey your business designs and runs. Panels that pay respondents are a separate service with their own screening and consent arrangements, so record the panel source in your results whenever you use one.

Browse by category

More surveys in Sales & Marketing

How to build it

  1. Choose a category and a form type in the wizard. Answer three Atty Suggestions questions, then give the form a title. Atty builds the fields in the background. Edit the fields and ask Atty to refine them, then publish and share the /f/ link.

Attain OS BETA