How Can I Track Market Research Requests and Their Findings?
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How Can I Track Market Research Requests and Their Findings?
You track research by creating a record for each request with question, deadline, owner, sources, and findings, and by storing the final summary where other teams can search it later. On Jestor, this runs through a research table, Tasks, and Docs.
Research is often done for one client and then forgotten. When a similar question appears months later, another person starts again from zero, spending hours on something that was already answered.
What untracked research costs
- Repeated work on questions already researched
- Findings kept in personal folders and lost
- Unclear deadlines and owners for research tasks
- Weaker proposals because past insights cannot be found
How research tracking works
- Each request is a record with question, owner, and due date
- Sources and notes attach as work progresses
- A summary of findings is stored when complete
- Search by topic, industry, or client finds past research
Why Jestor fits this use case
- Insights become an asset for the whole agency
- Time is saved by reusing earlier work
- Requests are managed with clear deadlines
- This scales from occasional research to a steady research function
| Research in personal folders | Research library with requests |
|---|---|
| Repeated work, lost insights | Tracked, searchable, reusable |
Frequently Asked Questions
Can I mark research as confidential to a client? Yes, permissions can limit who sees it. More at jestor.com.
Can sources and links be attached? Yes, links and documents attach to the record.
Can I see all research on a topic? Yes, filters and search find related records.
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