All the panel members the survey is about, not a sample. Results only show for groups with at least 5 responses, so invite whole teams or groups rather than a handful of people.
Your pilot plan
Run the Brand Awareness Study as a 90-day pilot.
What do people in the market actually know about you?
- RX Research participant
- One-time baseline or quarterly tracker
- 3-7 min to answer
- 50% off the plan and its add-ons for the first three monthly invoices.
- About 7 hours of your own time over the 90 days, by our estimate
Before you start
Who to invite, and what to have ready.
- Your panel: upload a CSV with each panel member's email and name.
- One owner for the program, plus a colleague invited as a second admin, so it never depends on one person.
- A short note to your panel members saying why you're asking and when they'll hear what changes.
Week 1
Your first survey live on day one.
- Day 1Set up your workspace
Check out, set up your workspace, and invite a colleague as a second admin.
Your time: about 15 minutes - Day 1Bring in your panel members
Upload your list or connect your system. Check that departments and managers look right, since results are grouped by them.
Your time: about 45 minutes - Day 1Walk the survey
Open the playbook and take the survey yourself. It starts as a draft, so change any wording that doesn't fit.
Your time: about 30 minutes - Day 1Announce and launch
Send your note to your panel members, turn on reminders (up to two, a few days apart), and launch. Invitations start going out by email or text right away, and the survey stays open 14 days unless you change it.
Your time: about 30 minutes - Days 2–7Watch responses come in
Check the response rate by group, and ask leaders of groups close to 5 responses to encourage their teams.
Your time: about 30 minutes
The 90 days
From first answers to a decision.
Act and Lift, where improvements get owners and their results are checked: included in Business and Enterprise; Act and Lift Essentials add-on on Pro. On other plans, keep the owners and dates in your own tracker.
- Day 1First survey live
Invitations are out and responses are coming in.
- About day 21Read what to fix first
The survey has closed, and Rank shows the ranked list of what matters most and how it scores.
Your time: about 1 hour - Day 30Choose what to act on
Use Drivers to see what each priority is linked to, choose a few improvements, give each one an owner, and tell the people who answered what will change.
Your time: about 2 hours - Day 75Pilot review
A conversation with us about what you learned, what changed, and whether to continue.
Your time: about 30 minutes - Day 90Plan the next round
Schedule the next survey. Lift's first read comes with it: Lift reads an improvement against a survey that closes six weeks to 90 days after its work started.
Your time: about 30 minutes - Before day 91Continue or cancel
Full price starts with the fourth monthly invoice. Continue, or cancel before day 91.
See the pack an owner gets on day 30 · See this playbook's questions · Plan a different playbook · What each feature does