Research Blueprint

‍Research Without the Guesswork

Expert strategy. Practical insights. One streamlined session.

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“Our team thoroughly enjoyed working with Hailey on our research blueprint project. She is an absolute professional, and the discovery session was smooth and efficient. The end result was informative, practical and extremely useful for us in moving forward with our new brand identity.”

10/10 would recommend • 5/5 overall • 5/5 communication • 5/5 quality

— Curtis Kline, KYN Adventure Gear

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You’re doing your own research — surveys, interviews, screeners, or early tests.
But that doesn’t mean you have to do it alone.

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The Research Blueprint is a one-time strategy session for founders, marketers, and teams running their own research who want confidence before they hit “launch.”

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It’s not a massive investment. It’s not a drawn-out engagement.

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It’s a 90-minute consult + custom roadmap to get you moving in the right direction.

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Whether you’re validating a new product, testing messaging, or launching a survey, this service gives you more than just quick advice. It’s a comprehensive, expert-led assessment of your full research process — from high-level strategy to the nitty-gritty of execution.

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We review and evaluate:
• Your research goals and the big questions you’re trying to answer
• Methodology selection: is your current approach the right fit for what you need to learn?
• Your tools and platforms (like Zoom, survey software, recruiting tools)
• Screener surveys, discussion guides, and questionnaire design
• Your data collection plan — including how you’re recruiting, who you’re talking to, and how you’re managing the logistics
• Your analysis and reporting strategy — what you plan to do with the data once it comes in

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You’ll leave with a fully custom research plan and the confidence to move forward knowing a senior-level research strategist has reviewed every piece of your approach with care and detail.

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WHAT YOU'LL WALK AWAY WITH

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✔ A 90-Minute Strategy Session
Live 1:1 session with senior research consultant Hailey Mortimore. We’ll review your research goals, materials, and approach, and align on the smartest next steps.

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✔ A Custom 3–5 Page Research Blueprint PDF
Delivered within 3 business days, your personalized roadmap includes:
• A clear and focused research question
• Methodology recommendations (qual/quant, sample sizes, tools)
• Review of surveys, screeners, or interview guides (if applicable)
• Guidance on who to target and how
• Tools to consider, with notes on pricing, features, and learning curve
• A simple phased action plan to execute on your own

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✔ 1 Week of Follow-Up Support

Need a second opinion or want feedback as you implement your plan? You’ll have direct email access to ask questions for 7 days post-delivery.

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Preview of the Comprehensive Research Plan

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WHO IT'S BUILT FOR

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This service is a fit if:
→ You’re DIY-ing research, but want expert guidance
→ You’ve written a survey or discussion guide and need a review
→ You want to validate an idea or test messaging with the right audience
→ You need research support, but not a $15K custom project
→ You’re getting input from advisors or investors and want a strategy to back it

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WHAT IT'S NOT

This isn’t a pre-made template or a cookie-cutter audit.
Every Research Blueprint is tailored to your business, audience, and stage of growth. You’ll walk away with an actionable plan — not a generic checklist.

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