Insight Engine Intake (Onboarding)

Insight Engine Intake (Onboarding)

1. 01

   Write the client's decision list before opening any research tool

   Name the three to five decisions the engagement must inform in the next 90 days, such as which segment to target or which onboarding step to rebuild. A study without a named decision attached becomes a deliverable nobody acts on.

2. 02

   Split each decision into self-reported and observed evidence needs

   Surveys and conversational forms capture stated preference; behavioral analytics capture what people actually do. Flag which decisions can only be answered by observation so the plan does not lean entirely on what respondents say about themselves.

3. 03

   Set the sample floor and disqualification rules in writing

   State the minimum completed responses or session count that makes a finding reportable, plus the screeners that remove unqualified respondents. Agree this with the client before fielding so a thin sample cannot be spun into a confident recommendation later.

4. 04

   Map every question to a decision, then delete the rest

   Questions that do not change a decision add completion time and drop-off. A 12-question form that finishes at 60 percent beats a 30-question form that finishes at 25 percent.

5. 05

   Assign one owner per instrument and log the fielding window

   Each form, test, or feedback widget gets a named owner and a start and close date. Unowned instruments drift open for weeks and produce stale data that misrepresents current client conditions.

6. 06

   Confirm consent, retention, and data-handling terms before the first response lands

   Record what respondents agreed to, where responses are stored, and how long they are kept. Research touching client customer lists carries contractual exposure that surfaces at renewal, not at kickoff.

7. 07

   Book the synthesis session on the calendar at the same time as fielding

   A readout date within five business days of close forces the team to analyze rather than accumulate. Insight that arrives three weeks late misses the campaign or sprint it was meant to shape.