White-label research transforms an agency from a research buyer to a research provider. This checklist walks through every step from platform signup to first client deliverable.
Phase 1: Platform Configuration (2-3 Hours)
- Create agency account on User Intuition
- Upload agency logo (primary and secondary versions)
- Configure brand colors for client-facing deliverables
- Set up team member accounts with role-based permissions
- Configure default study parameters (interview length, laddering depth, language)
- Set up client workspace separation (if managing multiple clients)
Phase 2: Discussion Guide Library (4-6 Hours)
Build reusable templates for your six most common study types:
- Concept testing guide (30-minute format, 8-10 core questions)
- Brand health tracking guide (baseline and longitudinal variants)
- Competitive analysis guide (consumer and B2B variants)
- Shopper insights guide (pre-store, in-store, post-purchase sections)
- Audience profiling guide (psychographic depth focus)
- Win-loss guide (B2B decision journey reconstruction)
Each template should include: research objectives, target audience specifications, screening criteria, core questions with laddering probes, and timing markers.
Phase 3: Client Onboarding Materials (2-4 Hours)
- Client-facing methodology one-pager (explains AI moderation and laddering)
- Sample deliverable (anonymized concept test or brand health report)
- FAQ document addressing common client questions (data security, participant quality, turnaround time)
- Pricing sheet with study-type packages
- Client intake form (research question, target audience, timeline, budget)
Phase 4: Delivery Workflow (2-3 Hours)
- Define standard turnaround SLAs (48-72 hours for standard, 24-48 for rush)
- Create deliverable templates (insight brief, full report, executive summary)
- Set up client communication cadence (study launch notification, midpoint update, delivery)
- Configure Intelligence Hub taxonomy for cross-client learnings
Phase 5: Quality Assurance (1-2 Hours)
- Review first 5 interviews from pilot study for quality
- Verify branding appears correctly on all client-facing materials
- Test deliverable template with real data
- Document agency-specific QA checklist for ongoing studies
For the full white-label research playbook, see our complete guide. Visit User Intuition for agencies for platform details and book a partner demo for configuration support.