Marketing Research Request

Marketing research requests submitted through email or informal conversations give research teams an incomplete brief to work from. Project scope and objectives are described vaguely. Target audience and geographic scope are not defined at the point of request. Methodology preferences are unstated. Budget is not confirmed until a separate conversation. Analysis and reporting requirements are raised after the research is already underway. Without a structured intake process, scoping and executing marketing research accurately requires significantly more back-and-forth than it should.

The Marketing Research Request template for SharePoint, built with Infowise Ultimate Forms, provides a structured request form that captures the requester's details, project name, description, objectives, target audience, geographic scope, research methodology, budget, available resources, preferred timeline, analysis and reporting preferences, and additional instructions. Every request is stored as a complete, actionable brief in SharePoint.

How it works

Requester and project details

The form captures the requester's full name, department, email address, and optionally their phone number alongside the project name. These details ensure every request is clearly attributed and that the research team can follow up with the correct stakeholder without searching for contact information separately.

Project description, objectives, and scope

The form captures a project description alongside a dedicated objectives field, a separate specific research objectives field, a target audience definition, and the geographic scope of the research. Capturing description and objectives in distinct fields ensures that both the broad context and the specific measurable goals of the research are documented, giving the research team a complete picture of what success looks like before any methodology decisions are made.

Research methodology and resources

A structured methodology field captures the preferred research approach, whether that is surveys, interviews, focus groups, secondary research, or another method. A resources and tools field captures any specific platforms, databases, or tools the requester wants used. Documenting methodology preferences at the intake stage avoids the research team investing time in an approach that the requester would not have approved, and ensures any tool or access requirements are identified before the project begins.

Budget and timeline

A budget field captures the amount allocated for the research project, providing the research team with the financial parameters needed to scope the work appropriately without a separate budget conversation. Preferred start and end dates capture the project timeline, enabling resource planning and expectation setting before the project is confirmed.

Analysis, reporting, and additional instructions

A field captures how the research data should be analyzed and reported, giving the requester the opportunity to specify quantitative or qualitative approaches, visualization preferences, or other analytical requirements. A separate field captures whether specific formats or templates should be used for the final report. An additional comments and instructions field gives the requester the space to communicate anything not covered by the structured sections.

What you get

• A structured marketing research request form capturing requester details, project name, description, objectives, target audience, and geographic scope
• Research methodology and preferred tools or resources captured for accurate project scoping
• Budget allocation and preferred timeline providing financial and scheduling parameters from the outset
• Analysis approach, reporting format preferences, and additional instructions documented within the request record
• Every request stored as a complete, actionable brief in a standard SharePoint list
• Filterable by department, project name, methodology, or start date for research workload management
• Extendable with automated submission notifications and project status updates using Ultimate Forms
• Free for all Ultimate Forms customers, installed automatically with a single click

Built on standard SharePoint lists

The Marketing Research Request system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All request records stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.