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The Consultant's Guide to Diligence Surveys

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The Consultant's Guide to Diligence Surveys

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Designing Surveys With Mobile in Mind

06/24/2022 Designing Surveys With Mobile in Mind If you’re reading this post on your phone, you’re not alone. Mobile device usage has exploded and continues to grow, and the implication for survey...

It’s All Conditional: Using Logic for Better Surveys

05/27/2022 It’s All Conditional: Using Logic for Better Surveys The path between you and the survey data you need will rarely be a straight line. Instead, a well-designed survey can take many twists and turns,...

Use Screener Questions for Accurate, Actionable Results

05/02/2022 Use Screener Questions for Accurate, Actionable Results Customer surveys play an invaluable role in the due diligence process, but consulting teams may find it difficult to discover meaningful insights if...

Diligence Surveys Chapter 3: Testing and Launch

02/04/2022 Diligence Surveys Chapter 3: Testing and Launch With your survey fully authored and programmed, you're on the cusp of rolling your survey out to qualified respondents. Before launch, make sure you...

Diligence Surveys Chapter 2: Authoring Your Survey

02/04/2022 Diligence Surveys Chapter 2: Authoring Your Survey Now that you’ve outlined your respondents, pathing, and screener, you can start authoring your main survey questions. Like deals, each due diligence...

Diligence Surveys Chapter 1: Planning Your Survey

02/04/2022 Diligence Surveys Chapter 1: Planning Your Survey A successful survey begins with identifying what information your client needs to help make their investment decision, then using that knowledge to...

The Consultant's Guide to Diligence Surveys

02/04/2022 The Consultant's Guide to Diligence Surveys As a consultant working with institutional investors, your goals change from project to project. Whether you’re diligencing an investment target,...