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Agency Concept Testing Discussion Guide Template

By Kevin, Founder & CEO

This discussion guide is designed for agency concept testing using AI-moderated or human-moderated interviews. It provides the foundation for testing product concepts, campaign ideas, packaging designs, or service propositions.

Guide Structure: 30-Minute Concept Test


Phase 1: Warm-Up and Category Context (0-3 min)

Objective: Establish rapport and understand current category relationship.

  • “Tell me about the last time you [bought/used/thought about] something in [category]. What was the situation?”
  • “When you think about [category], what brands or products come to mind first?”

Phase 2: Unstructured Concept Reaction (3-8 min)

Objective: Capture genuine first impressions before guided exploration.

Show the concept, then:

  • “Take a moment to look at this. Tell me your honest first reaction — whatever comes to mind.”
  • “What stands out to you? Walk me through what you notice.”
  • “If a friend asked what this is, how would you describe it?”

Laddering probes:

  • “You mentioned [attribute]. What about that caught your attention?” (Level 2)
  • “When something has [attribute], what does that mean for you?” (Level 3)
  • “Why is that important to you specifically?” (Level 4)
  • “What kind of person values that? Do you see yourself that way?” (Level 5+)

Phase 3: Relevance and Need-State (8-15 min)

Objective: Assess fit with real consumer needs and current alternatives.

  • “Where does this fit — or not fit — into how you currently handle [need]?”
  • “If this existed today, would it replace something, add to it, or would you not need it?”
  • “Think about the last time you wished something like this existed. What was happening?”

Phase 4: Credibility and Barriers (15-22 min)

Objective: Identify believability gaps and purchase barriers.

  • “What feels realistic about this? What feels like a stretch?”
  • “If a brand made this claim, what would you need to see to believe it?”
  • “What would stop you from trying this, even if you were interested?”

Phase 5: Comparative Evaluation (22-30 min)

Objective: Position concept against alternatives and extract final assessment.

  • “Compared to [current solution/competitor], how does this stack up?”
  • “If you could change one thing about this concept, what would it be?”
  • “If this concept were a person, how would you describe them?”

For the full agency interview question bank and white-label delivery guide, see our agency resources. Visit User Intuition for agencies.

Frequently Asked Questions

The five phases are: warm-up and category context (3 minutes), unstructured concept reaction (5 minutes), relevance and need-state exploration (7 minutes), credibility and barrier assessment, and concept refinement or comparison. The structure is sequenced to capture unprompted reaction before moving into probed exploration, preserving the signal value of first impressions.
Laddering probes follow a participant's initial reaction with a sequence of 'why' and 'what does that mean to you' questions, drilling from surface-level attribute responses down to underlying motivations and values. In an AI-moderated setting, the moderator automatically generates these follow-ups based on what the participant says, achieving 5-7 levels of depth without a human moderator present.
Effective concept testing guides include explicit timing markers at each phase transition to ensure the AI moderator allocates attention proportionally — spending more time on relevance and need-state exploration than on logistics. Without timing markers, early phases can consume time budgeted for deeper probing, reducing the diagnostic value of the study.
Agencies can adapt this template and launch a concept test in under a day. User Intuition's platform accepts discussion guide inputs directly, handles participant recruitment from a 4M+ panel, and begins delivering completed interviews within hours. A 30-interview concept test can realistically field and close within 48 hours at $20 per interview.
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