Reference Deep-Dives — Page 27
PE Portfolio Customer Monitoring Cadence
How PE operating partners implement quarterly customer monitoring across portfolio companies. Methodology and worked examples.
Pharma Concept Testing Research: From Messaging to Formulary
How pharma teams use concept testing research to validate drug messaging, positioning. Methodology, sample prompts, and tradeoffs.
Post-Merger Integration Risk Assessment: What Customers Reveal About Integration Pitfalls
How customer research uncovers post-merger integration risks: account overlap, culture clash, product roadmap conflicts, and brand consolidation challenges.
Post-Discharge Patient Research: Capturing the 72-Hour Window
How to run patient research in the critical 72 hours after hospital discharge. Timing, methods, question design. Methodology and worked examples.
Pricing Intelligence Through Customer Interviews
Survey-based pricing research overstates willingness-to-pay by 15-30%. The 6 depth-interview questions that capture how buyers actually evaluate price.
Pricing Power Validation in Due Diligence
How to validate pricing power during M&A due diligence using customer research, willingness-to-pay testing, and AI-moderated interviews at scale.
Primary vs Secondary Market Intelligence
Primary market intelligence generates new buyer evidence. Secondary aggregates existing data. When each is appropriate and why primary runs at secondary speed.
Product Stickiness and Technology Diligence
Assess product stickiness during CDD using customer research: integration depth, API dependencies, workflow centrality, and migration barriers.
Protomonadic Concept Testing: When to Combine Monadic and Comparative
How protomonadic testing captures individual reactions and comparative preferences in a single study — and when it outperforms monadic designs.
Provider Satisfaction Research: A Methodology Guide
A methodology guide for designing and running provider satisfaction research that surfaces burnout root causes, workflow friction.
Quality of Earnings: Customer Research Integration
How PE firms integrate customer due diligence findings with quality of earnings analysis. Methodology and worked examples.
Qualitative Research Sample Size Calculator
A practical framework for determining qualitative research sample sizes. From thematic saturation at 12 to segmented studies at 200+.