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Playbook

Seven Questions to Ask Before You Switch Research Partners

A free guide with seven questions to ask any research partner before you switch, and what a good answer sounds like.

Ideal for
Research, product and design leads reviewing a research platform, agency or recruiter
Format
PDF (cover + 2 pages)
Last updated
November 2026

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What is the switching guide?

It’s a free guide with seven questions to ask any research partner before you switch, whether it’s a platform, an agency or a recruiter, including us. Each question comes from a reason teams give for switching, with what a good answer sounds like and what to ask to see.

Teams rarely switch because of one bad study. They switch when the same problem keeps costing them time or confidence. The guide helps you check whether a new partner would solve that problem before you sign.

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Who is it for?

  • Research and ResearchOps leads reviewing a research partner ahead of a renewal.
  • Product and design leads who run their own research and need findings they can stand behind.
  • Anyone comparing partners for hard-to-reach audiences or research across several markets.

What’s in the guide?

  • Seven questions on participant verification, hard-to-reach audiences, the all-in cost of a study, time from a new question to findings, whether you can trust the AI features, who does the work and how many studies can run at once, and security review.
  • What a good answer sounds like for each question, from any partner.
  • What to ask to see, so every answer comes with evidence.
  • Four trade-offs worth weighing: owned panel or broker, per-study pricing or subscription, AI or human moderation, and one partner or several tools.

Keep going

See how teams have handled these questions in practice:

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