Market Research Worksheet

Pathway Builder 🔒
Domain
Executive
Type
Worksheet
Phase
Discovery
Details
45+ min Between sessions As-needed
Topics
Leadership Accountability

Designed for leaders and executives navigating organizational complexity.

When to Use This Tool
I think I know my target market but I've never actually researched whether my assumptions are right
I'm launching something new and I need to ground my strategy in real market data
My marketing isn't working and I suspect I'm not clear enough on who I'm actually serving
How to Introduce This Tool Plus

Some clients find it useful to stress-test their market assumptions with evidenc...

Download This Tool

Free PDF - print-ready, professionally formatted

Preview Worksheet · 45+ min

For the Coaching Practitioner

Plus
Coaching Scenarios Plus
1 A founder who mistakes audience familiarity for market knowledge
Context

A consultant who has worked in a specific industry for twelve years and is launching a new service offering for that sector. She believes she knows her market well because of her tenure. When pressed, her market understanding is based on pattern recognition from her own projects, not on data about the broader market - size, growth, competition, unmet need. She hasn't had to research what she already believes she knows.

How to Introduce

Frame the worksheet as a knowledge audit, not a research assignment. 'You have twelve years of industry knowledge. This ...

2 A professional pivoting into a new market where she has no existing knowledge base 🔒
🔒
3 coaching scenarios with introduction language, observation guides, debrief maps, and red flags
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For professional coaches and coaching practitioners
Tool Flow Plus
See what this tool requires and produces in a coaching engagement
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Pairs Well With

Executive

Operational Systems Audit

I want to audit how well my business actually operates across all major functions

45+ min Assessment
🔒
+3 more with Plus

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