Ad Hoc Research Comprehensive Guide: Get Focused Evidence for Time-Bound Business Decisions
Ad Hoc Research Guide
A custom, one-off ad hoc study is built around that exact decision. It gives you control over the audience, research approach, and analysis, helping you uncover the risk behind the numbers before a weak assumption turns into a costly commercial move.
This guide explains when ad hoc research is appropriate, which approach fits the decision, how to select the right partner, and how to turn the findings into action.
Key Highlights
- Ad hoc market research is a custom, one-off study created to answer a specific business question within a defined decision period.
- It works best when existing evidence leaves a critical gap; the target audience requires precise qualification; a standard research product cannot test your exact offer.
- Ad hoc studies support 7 high-stakes decision areas: product development, market entry, pricing, brand repositioning, campaign evaluation, customer experience, and portfolio investment.
- Many industries use ad hoc research, including FMCG, SaaS, healthcare, fintech, automotive, travel, pet care, e-commerce, ride-hailing, sports betting, iGaming, media, and B2B markets.
- Ad hoc research differs from tracking, omnibus, syndicated research, and continuous feedback through its high level of customization and focus on one immediate commercial need.
What is Ad Hoc research?
“Ad hoc” describes the project structure, not the quality of the work. A credible study still requires:
- A precise business and research objective
- Respondents with relevant experience or decision authority
- A method suited to the type of evidence required
- Neutral questions and realistic test materials
- Proportionate sample and fieldwork quality controls
- Transparent analysis, limitations and recommendations
Ad hoc research is often a one-off exercise, but it can later be repeated. If the same measures become important every month, quarter or year, the study becomes a tracking programme.
When should you use ad hoc research?
Use ad hoc research when the evidence must be tailored to your product, audience, market or decision. A custom project is particularly useful when you need to:
- Test a specific product, service, price, pack, message or prototype.
- Reach narrowly defined consumers, professionals or B2B decision-makers.
- Understand why performance changed rather than merely confirm that it changed.
- Compare options before a launch, investment or market-entry decision.
- Adapt an offer across countries while preserving a common evidence base.
- Combine exploration and commercial implications in one project.
Another research model may be more efficient when the question is broader or recurring:
| Research need | Better-fit model | Why |
|---|---|---|
| Monitor the same brand, customer or market indicators over time | Tracking research | A stable design reveals change across repeated waves. |
| Ask a few straightforward questions of a broad population | Omnibus survey | Shared fieldwork can be faster and more economical. |
| Understand market size, category trends or competitor context | Syndicated or secondary research | Existing evidence may answer the question without new primary research. |
| Capture feedback continuously after service interactions | Customer feedback programme | Always-on data is better suited to operational monitoring. |
| Resolve a specific question using a tailored audience and design | Ad hoc research | The study is built around the exact decision. |
How Ad Hoc research supports 7 important business decisions
1. New Product Development and Go-to-Market Strategy
Common applications include:
- Concept testing: Measure customer interest, relevance, and purchase intent before development.
- Feature prioritisation: Identify which capabilities influence preference and which add limited customer value.
- Packaging or UX/UI testing: Assess how clearly the design communicates purpose, quality, and value.
- Launch proposition testing: Compare messages, claims, and use cases before selecting the final go-to-market direction.
| Product Decision | Suitable Ad Hoc Research Method | How the Method Is Used |
|---|---|---|
| Select the strongest product concept | Sequential monadic or monadic concept testing |
Use monadic testing when each respondent evaluates one concept in isolation. Use sequential monadic testing when each respondent reviews several concepts one at a time in a controlled order. |
| Prioritise features and product configurations | Conjoint analysis or discrete choice research |
Use conjoint analysis to estimate the value customers place on individual features and price levels. Use discrete choice research when you want respondents to choose between complete product options, showing which configuration they would select in a realistic buying situation. |
| Improve packaging, interface, or product design | Usability testing combined with a quantitative survey |
Use usability testing to observe how people interact with the design and identify where confusion or friction occurs. Follow with a quantitative survey to measure how widely those issues affect the target audience and which improvements deserve priority. |
| Refine the launch proposition | Message testing or MaxDiff analysis |
Use message testing to compare complete propositions. Use MaxDiff when you need respondents to identify the most and least compelling benefits, claims, or use cases from a longer list. |
2. Market Entry and Geographic Expansion
The research can investigate:
- Demand among priority customer groups
- Local product expectations and usage habits
- Trust barriers affecting an unfamiliar brand
- Reasons customers remain loyal to local competitors
- Preferred purchase channels and service expectations
- Changes required in the product or communication
Different entry decisions require different ad hoc research approaches:
| Market Entry Decision | Suitable Ad Hoc Research Approach | How the Approach Is Used |
|---|---|---|
| Confirm demand in the target market | Quantitative demand-validation survey | Measure category usage, purchase interest, adoption barriers, and demand differences across priority customer groups. |
| Understand local needs and cultural friction | Interviews or focus groups | Explore how customers describe the category, which expectations shape purchase decisions, and where the existing offer conflicts with local habits. |
| Test the product, price, and proposition | Concept and proposition testing | Present the proposed offer to qualified local respondents and assess relevance, clarity, perceived value, and purchase intent. |
| Identify a competitive entry position | Competitor perception research | Compare awareness, trust, strengths, weaknesses, and reasons for loyalty to identify an underserved need or clearer point of differentiation. |
| Select the strongest sales channel | Channel and customer-journey research | Examine where customers discover, compare, purchase, and seek support for the category, then identify which route offers the strongest commercial fit. |
| Compare several potential markets | Multi-country comparative research | Apply consistent respondent definitions and core measures across countries, then identify where demand, pricing, and adoption conditions differ. |
3. Pricing and Revenue Optimization
| Pricing Decision | Suitable Ad Hoc Research Approach | How the Approach Is Used |
|---|---|---|
| Identify an acceptable price range | Van Westendorp Price Sensitivity Meter | Ask customers 4 price questions—when the product feels too cheap to trust, inexpensive but acceptable, expensive yet still worth considering, and too expensive to purchase. The combined responses reveal the perceived acceptable price range and the points where price begins to weaken quality perceptions or demand. |
| Estimate demand at different prices | Purchase-intent or demand-curve testing | Present several price points and measure how purchase likelihood changes to identify where demand begins to fall sharply. |
| Understand which benefits justify a premium | Value perception research | Test which product benefits or proof points increase perceived value and make a higher price more credible. |
| Compare features against price | Conjoint analysis | Estimate how much value customers place on individual features and how each feature affects willingness to pay. |
| Select the strongest complete offer | Discrete choice research | Ask respondents to choose between realistic product options with different prices, features, brands, or pack sizes to identify the offer most likely to win. |
| Evaluate a price increase | Price-change testing | Compare customer response to the current and proposed prices, then identify which segments show the greatest switching or purchase-reduction risk. |
| Choose between a price rise and a pack change | Pack and price testing | Test direct price increases against smaller formats, bundles, or revised quantities to see which option protects demand and perceived fairness more effectively. |
| Build segment or market-level pricing | Comparative pricing research | Measure how acceptable prices and value expectations differ across customer groups or countries before applying one pricing structure widely. |
4. Brand Repositioning and Performance Diagnosis
| Brand Decision | Suitable Ad Hoc Research Approach | How the Approach Is Used |
|---|---|---|
| Evaluate a proposed rebrand | Monadic or sequential monadic testing | Use monadic testing when each respondent evaluates one brand identity independently. Use sequential monadic testing when respondents assess several options one at a time under a controlled rotation. |
| Identify the strongest brand position | Brand positioning research | Measure which attributes customers connect with your brand, then compare those associations with the position you want to own. |
| Prioritize brand messages or attributes | MaxDiff analysis | Present respondents with several small sets of brand messages or attributes and ask them to choose the most and least compelling option in each set. The repeated choices reveal the relative strength of every option, helping identify which ideas deserve priority and which add limited value. |
| Diagnose declining sales or consideration | Usage and attitude study | Examine who buys the category, how they choose, why they switch, and which perceptions or barriers weaken your brand’s performance. |
| Understand competitive advantage | Competitor perception research | Compare your brand with selected competitors on relevance, trust, differentiation, and value to identify where competitors hold a stronger position. |
| Assess brand strength across customer groups | Brand equity or image survey | Compare awareness, familiarity, consideration, preference, and loyalty across current customers, former customers, and competitor users. |
5. Advertising and Campaign Decisions
| Campaign Decision | Suitable Ad Hoc Research Approach | How the Approach Is Used |
|---|---|---|
| Select the strongest creative concept | Monadic or sequential monadic ad testing | Use monadic testing when each respondent evaluates one advertisement independently. Use sequential monadic testing when respondents assess several concepts one at a time under a controlled rotation. |
| Identify the most effective message | Message and claim testing | Compare propositions, proof points, headlines, and calls to action to determine which combination creates the strongest relevance and credibility. |
| Measure emotional and brand response | Creative diagnostic research | Assess attention, clarity, emotional reaction, brand fit, and the intended takeaway to identify why one execution performs better. |
| Refine audience targeting | Segment response analysis | Compare campaign reactions across customer groups, category users, or professional roles to identify which audience responds most strongly. |
| Evaluate campaign impact after launch | Brand-lift or post-campaign study | Survey the target audience after a campaign to measure how exposure changed brand awareness, message recall, consideration, and perception. Compare people who saw the campaign with a similar group who did not to estimate the campaign’s contribution beyond normal market activity. |
| Diagnose weak campaign performance | Survey combined with media or behavioural data | Connect customer attitudes with impressions, clicks, site activity, or conversion to identify where the campaign loses impact. |
6. Customer Experience and Retention Decisions
| Customer Decision | Suitable Ad Hoc Research Approach | How the Approach Works |
|---|---|---|
| Identify purchase or onboarding barriers | Customer journey research | Maps each step customers take from discovery to purchase or setup, then identifies where confusion, effort, or trust problems cause them to stop. |
| Diagnose customer churn | Churn survey combined with interviews | A survey measures how common each reason for leaving is, while interviews explore the experiences and expectations behind those reasons. |
| Improve online or offline service | Touchpoint evaluation | Assesses selected interactions, such as checkout, delivery, customer support, or in-store service, against measures such as satisfaction, effort, and trust. |
| Compare satisfied and dissatisfied customers | Segment comparison research | Separates customers into groups based on satisfaction or loyalty, then compares their needs, experiences, and reasons for staying or leaving. |
| Test service improvements | Concept or prototype testing | Shows customers a proposed service process, feature, or support option before launch and gathers feedback on its usefulness, clarity, and expected value. |
| Measure gaps between promise and delivery | Brand-experience alignment study | Compares what the brand promises in its communication with what customers report experiencing during purchase, product use, and support. |
7. Portfolio and Innovation Investment
| Portfolio Decision | Suitable Ad Hoc Research Approach | How the Approach Works |
|---|---|---|
| Identify products with weak customer relevance | Portfolio performance research | Compares products on usage, preference, perceived value, and repeat purchase to identify offers losing relevance among priority customers. |
| Measure overlap between products or brands | Demand and audience overlap analysis | Examines which products attract the same customers, meet similar needs, or compete for the same purchase occasion. |
| Decide which products to retain or remove | Product prioritization study | Asks customers to compare products, benefits, or use cases, then ranks each offer by customer value and strategic role. |
| Evaluate new formats or services | Concept testing | Presents early ideas to target customers and measures relevance, differentiation, expected usage, and barriers before development begins. |
| Define the strongest audience for an innovation | Segmentation research | Groups respondents by needs, behavior, or adoption interest to identify which audience shows the clearest commercial potential. |
| Test readiness for unfamiliar technology or business models | Adoption-readiness research | Explores customer understanding, perceived usefulness, trust concerns, and conditions required before trial or purchase. |
| Prioritize future innovation areas | Opportunity-space research | Identifies unmet needs and compares innovation themes to show which opportunities combine customer demand with strategic relevance. |
| Compare investment options | Conjoint or discrete choice research | Measures how customers trade different features, benefits, and prices, revealing which product configurations create the strongest preference. |
Which industries gain the most value from Ad Hoc market research?
| Industry | Common Ad Hoc Research Trigger | Decisions the Research Supports |
|---|---|---|
| FMCG and retail | A new product, pack format, claim, or price needs validation before a wider launch | Concept selection, pack and price decisions, SKU priorities, and channel strategy |
| Technology and SaaS | Product teams need to understand feature demand, usability friction, or willingness to pay | Feature roadmaps, subscription pricing, user experience improvements, and go-to-market messaging |
| Healthcare and pharmaceuticals | A company needs evidence from patients, caregivers, healthcare professionals, or consumers around a defined treatment or service question | Patient journey improvements, communication development, service design, and market opportunity assessment |
| Financial services and fintech | Trust, product complexity, or changing customer expectations affect adoption | Product proposition, fee structure, onboarding experience, and customer retention |
| Automotive and mobility | Buyers need to evaluate unfamiliar technologies, ownership models, or mobility services | Feature priorities, electric vehicle adoption, service concepts, and market-entry strategy |
| Travel and hospitality | Demand changes by traveller group, destination, season, or booking channel | Offer development, pricing, destination positioning, and customer experience improvements |
| Media, advertising, and entertainment | A campaign, content concept, or subscription offer requires audience validation | Creative selection, message development, audience targeting, and subscription strategy |
| B2B and industrial markets | A company needs evidence from specialist buyers, distributors, engineers, or senior decision-makers | Product development, market entry, sales propositions, and partner strategy |
| Pet care | A brand needs to understand pet-owner needs, product trust, spending priorities, or barriers to a new care offer | Product development, claim testing, pricing decisions, and audience targeting |
| Ride-hailing and mobility platforms | Rider demand, driver supply, pricing, or service expectations change across locations | Market expansion, fare strategy, service improvements, and driver-partner programmes |
| E-commerce | Conversion, delivery, trust, or customer experience problems require deeper explanation beyond platform data | Checkout improvements, fulfilment priorities, personalisation strategy, and customer retention |
| Sports betting and iGaming | Operators need to understand player preferences, trust, responsible-play expectations, or reactions to new features | Product design, market entry, promotional strategy, and player retention |
Industry alone does not determine the need for ad hoc research. The stronger signal is the decision itself.
Overall, ad hoc research fits when:
- Your product, audience, or commercial situation requires tailored evidence.
- The question needs to be resolved within a defined decision period.
- The research requires specialist respondents or a custom test design.
- The same measures do not yet require continuous tracking.
Common mistakes that weaken Ad Hoc research
Ad hoc research loses value when the study is poorly aligned with the decision. The following mistakes weaken data quality and decision usefulness:
- Trying to answer several unrelated business decisions in one study.
- Selecting a technique before clarifying the decision and knowledge gap.
- Using an overly narrow screener without checking incidence and feasibility.
- Writing leading questions or showing unrealistic stimuli.
- Treating purchase intent, claimed behavior or ad recall as objective fact.
- Reporting percentages without sufficient base sizes or uncertainty.
- Comparing markets without checking whether audiences and concepts are equivalent.
- Relying on automated fraud detection without questionnaire and manual quality review.
- Producing a report full of findings but no prioritised implications.
- Hiding inconvenient results or limitations because they conflict with stakeholder expectations.
Should you run the study internally or use a research partner?
When DIY Ad Hoc Research Makes Sense
DIY research fits narrow questions where you already have direct access to the audience and the findings support a lower-risk operational decision.
An internal approach works best when:
- You are surveying existing customers or event participants.
- The research question is focused and easy to measure.
- Your team has experience in questionnaire design and data analysis.
- The study requires straightforward sampling and reporting.
A simple DIY ad hoc study usually follows 4 stages:
- Define the decision: Clarify the question the research needs to answer.
- Prepare the study: Select the audience, write the questions, and choose the survey tool.
- Collect and check responses: Distribute the survey, monitor participation, and remove incomplete or unreliable responses.
- Review and act: Compare the results with the original decision and define the next action.
Common examples include satisfaction checks, internal feedback, early idea exploration, and post-event evaluation.
When External Research Support Creates More Value
External support creates more value when the study influences a major investment or requires capabilities that are difficult to build for a single project.
Companies often engage a research partner when:
- The target respondents are difficult to identify or recruit.
- The project covers several markets, languages, or customer groups.
- The decision affects a launch, market entry, pricing strategy, or portfolio investment.
- The methodology requires specialist design, such as conjoint analysis or advanced segmentation.
- Independent evidence is needed to challenge internal assumptions.
- Strong fraud prevention and response-quality controls are essential.
- Your internal team lacks the capacity to manage programming and quality monitoring.
- Senior stakeholders require evidence that can withstand internal review.
External support becomes especially valuable in multi-country online research. A survey distributed across several countries needs more than a translated questionnaire.
For example, the same job title, product category, or purchase frequency can carry different meanings across countries. Online-panel availability and survey-taking behavior also vary by market. A research partner can assess local feasibility, recruit through suitable panel sources, coordinate multilingual fieldwork, and monitor quality at the country level.
An external research partner also provides a more independent evaluation of the idea. Because the provider did not create the product, campaign, or strategy, it can test assumptions more objectively and give decision-makers a clearer view of customer demand and commercial risk.
External support also creates the greatest value when the commercial cost of a weak decision exceeds the cost of professional research.
Outsourcing does not require you to transfer control of the entire project. An internal experienced research team can retain questionnaire design and analysis while using an external provider for respondent recruitment, fieldwork, or sample-only delivery. A full-service model provides wider support across research design, survey programming, data collection, quality control, analysis, and reporting.
How TGM Research supports Ad Hoc market research
| Your Research Situation | How TGM Supports the Study | What You Receive |
|---|---|---|
| You already have a questionnaire, platform, and analysis team | TGM provides sample-only support, including audience feasibility, respondent recruitment, quota management, and fieldwork quality controls | Qualified respondents who match your screening criteria |
| You have a business question but need wider research support | TGM helps define the research objectives, select the approach, develop the questionnaire, and manage execution | A full-service ad hoc study connected to the original decision |
| You need evidence from niche consumer or B2B audiences | TGM uses profiled online panels and targeted sampling to reach respondents with relevant category experience or decision authority | Evidence from people with direct knowledge of the issue being studied |
| You need to compare several countries | TGM coordinates respondent definitions, local-language execution, sampling, and quality standards across markets | Comparable evidence that shows shared patterns and local differences |
For broader projects, TGM supports custom ad hoc research across sampling, global data collection, data processing, and reporting. Multi-country studies draw on online-panel access in more than 130 countries, with market-level support for local research requirements.
Data quality is supported by Research Shield and layered project controls. Depending on the study, these can include digital fingerprinting, geolocation validation, duplicate and bot detection, trap questions, behavioral checks, live fieldwork monitoring and manual data review.
FAQs
Yes, in most business contexts, although the terms are not completely identical.
- Ad hoc research describes the project structure. It is commissioned to answer a defined question at a particular decision point and is usually completed as a one-off study.
- Custom market research describes the level of tailoring. The target audience, questionnaire, research approach, analysis, and deliverables are designed around the client’s requirements.
An ad hoc study is therefore usually custom research, although custom research can also include recurring programmes such as a tailored brand tracker.
For example, a one-time study comparing three product concepts before launch is both ad hoc and custom. A quarterly tracker designed specifically for one brand is custom, though it is not ad hoc because the research repeats over time.
An omnibus survey fits when you need quick answers to a limited number of straightforward questions from a broad population.
For example, an omnibus can help you measure awareness, test a short message, estimate category usage, or collect a small set of opinion questions. Because several clients share the survey, the cost and setup time are often lower than a fully custom study.
Ad hoc research provides greater value when you need:
- Precise respondent screening
- A longer or more complex questionnaire
- Specialist analysis or experimental design
- Findings focused entirely on your business decision
Use an omnibus for a focused evidence gap. Use ad hoc research when the study requires deeper targeting, testing, or analysis.
Explore more: How to Integrate Omnibus into a Custom Research Project for Smarter, Faster Decisions
An ad hoc research brief should state the business decision, research objectives, target audience, priority markets, expected deliverables, and required decision timeline.
In detail:
- Business context: What triggered the research?
- Decision required: What will your team approve, revise, test, or postpone?
- Research objectives: Which evidence needs to be collected?
- Target audience: Who has the experience or authority to answer?
- Markets and segments: Which groups need separate analysis?
- Existing evidence: What does your team already know?
- Expected deliverables: Do you need data, a report, a workshop, or all four?
- Decision timeline: When do stakeholders need the findings?
Also state the assumptions you want to test and the consequences of reaching the wrong conclusion. That context helps the provider focus the research on commercially relevant evidence.
Ad hoc research cost depends on the audience, methodology, markets, questionnaire, and service scope.
The main cost drivers include:
- Audience incidence and recruitment difficulty
- Sample size and subgroup requirements
- Number of countries and languages
- Programming and analytical complexity
- Fieldwork length and quality controls
- Reporting and stakeholder support
A broad consumer survey generally costs less than a study targeting senior decision-makers in several countries. Sample-only delivery also has a different cost structure from a full-service project.
When comparing proposals, review more than the total price or cost per complete. Confirm what the fee includes, which tasks remain internal, how rejected responses are replaced, and which deliverables require additional budget.