Market Researcher Templates

Market Researcher Templates

There is a huge number of templates that someone in the Market Researcher role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Market Researcher. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Market Research Report
2. Competitor Analysis Spreadsheet
3. Consumer Survey Template
4. Marketing Campaign Evaluation Report
5. Market Trends Analysis Spreadsheet
6. Customer Segmentation Template
7. Product Pricing Analysis Report
8. Brand Perception Survey Template
9. Marketing Strategy Presentation
10. Sales Performance Dashboard

Reports

Reports are often prepared by a Market Researcher to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Sales Performance Report
2. Customer Satisfaction Report
3. Competitor Analysis Report
4. Market Share Report
5. Advertising Effectiveness Report
6. Product Performance Report
7. Consumer Behavior Report
8. Brand Perception Report
9. Pricing Analysis Report
10. Market Trends Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Market Researcher does and how they do it.

1. Survey Design SOP
2. Data Collection SOP
3. Data Analysis SOP
4. Report Writing SOP
5. Competitor Analysis SOP
6. Consumer Behavior Research SOP
7. Market Segmentation SOP
8. Brand Perception Research SOP
9. Social Media Monitoring SOP
10. Marketing Campaign Evaluation SOP

Presentations

Market Researcher presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Market Analysis Report
2. Consumer Behavior Insights
3. Competitive Landscape Analysis
4. Marketing Campaign Performance
5. Market Trends and Forecasting

Legal Docs

There are several key times when a Market Researcher needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Non-Disclosure Agreement (NDA)
2. Data Protection Agreement
3. Market Research Survey Consent Form
4. Client Service Agreement
5. Intellectual Property Assignment Agreement

Health & Safety Templates

Health & Safety templates for a Market Researcher ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

Setting up Market Researcher calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Marketing Campaign Calendar
2. Social Media Content Calendar
3. Email Marketing Calendar
4. Event Planning Calendar
5. Sales and Promotions Calendar

Invoice Templates

Several types of Market Researcher invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Client Survey Invoice
2. Data Analysis Invoice
3. Focus Group Invoice
4. Market Research Report Invoice
5. Advertising Campaign Evaluation Invoice

Survey Templates

For a Market Researcher to get insights related to the work they do, they need to send out Market Researcher surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Brand Awareness Survey
3. Product Usage Survey
4. Market Trends Survey
5. Advertising Effectiveness Survey

Meeting Agendas

Having premade Market Researcher meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Client Presentation Meeting
3. Research Findings Meeting
4. Strategy Planning Meeting
5. Project Status Update Meeting

Budget Templates

To manage finances well, a Market Researcher would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Marketing Campaign Budget Template
3. Research Project Budget Template
4. Travel and Conference Budget Template
5. Employee Compensation Budget Template

Dashboards

Dashboards are a useful way for a Market Researcher to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Customer Satisfaction Dashboard
3. Competitor Analysis Dashboard
4. Marketing Campaign Dashboard
5. Market Trends Dashboard

Proposal Templates

For bidding or requesting work, a Market Researcher needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Marketing Strategy Proposal
2. Competitive Analysis Proposal
3. Consumer Behavior Research Proposal
4. Brand Perception Study Proposal
5. Market Segmentation Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Market Researcher templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.