把市场问题,拆成可以回答的数据问题Turning Market Questions into Answerable Ones
定量与定性结合,线上与线下并行:先确定口径与样本,再收集、交叉验证,最后给结论和局限。 Quantitative and qualitative, online and offline: define the methodology and sample first, then collect, triangulate, and state both conclusions and limits.
四种证据来源,互相补短板Four Sources of Evidence
单一方法都有偏差;我们优先用两种以上方法交叉印证同一结论。Any single method carries bias; we cross-check each conclusion with at least two.
定量研究Quantitative
抽样设计、结构化问卷、量化访谈;给出样本代表性、置信区间与误差说明。Sampling design, structured surveys and quantified interviews — with representativeness, intervals and error stated.
定性研究Qualitative
深访、焦点小组、专家访谈;用来生成假设、解释"为什么",不假装代表总体。In-depth interviews, focus groups and expert calls — to generate hypotheses and explain why, never passed off as the population.
实地研究Fieldwork
门店与终端走访、货架与陈列观察、渠道访谈;还原真实价格、铺货与动销。Store and terminal visits, shelf and display audits, channel interviews — real prices, distribution and sell-through.
线上研究Online
公开披露、电商与社媒、搜索与舆情;补足广度、频次与趋势。Public disclosures, e-commerce and social data, search and sentiment — adding breadth, frequency and trend.
常用技术:分层与配额抽样、结构化问卷、深访、焦点小组、专家访谈(Delphi)、门店与货架观察、神秘顾客、桌面研究。 Typical tools: stratified and quota sampling, structured questionnaires, depth interviews, focus groups, expert interviews (Delphi), store and shelf audits, mystery shopping, desk research.
方法按问题选,不堆模型Methods Chosen to the Question, Not Stacked
先看样本与假设能不能支撑,再决定用什么方法;支撑不了,就降级为描述性结论并写明。First check whether the sample and assumptions can carry the method; if not, we step down to descriptive findings and say so.
统计方法Statistics
- 抽样与样本量Sampling & sample size分层、配额、整群抽样;按检验功效倒推最小样本,避免"跑完再说"。 Stratified, quota and cluster sampling; minimum sample derived from power, not decided after the fact.
- 误差与置信区间Error & intervals抽样误差、设计效应与加权;给区间,不给单一数字。Sampling error, design effect and weighting; ranges rather than single points.
- 假设检验Hypothesis testingt 检验、卡方、方差分析;多重比较做校正,避免"挑显著的讲"。t-tests, chi-square, ANOVA; multiple-comparison correction to avoid cherry-picking significance.
- 回归与离散选择Regression & choice modelsOLS、Logit/Probit、联合分析(Conjoint);先看共线性与稳健性。OLS, logit/probit, conjoint — collinearity and robustness checked first.
- 降维与分群Reduction & clustering因子分析与聚类,用于找结构;结果要能解释、能落地。Factor analysis and clustering to find structure — results must be explainable and usable.
- 时间序列Time series趋势分解、季节调整、自相关;预测区间与回测一并给出。Decomposition, seasonal adjustment, autocorrelation; forecast intervals and backtests included.
分析方法Analysis
- 描述与基准对比Descriptive & benchmarking分布、集中度、分位;先回答"是多少",再谈"为什么"。Distribution, concentration, percentiles — what before why.
- 归因与贡献拆解Attribution量价拆分、结构贡献、驱动因素;拆到不能再拆为止。Volume-price, mix and driver decomposition until it cannot be split further.
- 漏斗与队列Funnel & cohort转化路径、留存曲线、同群对比;区分"时间效应"与"策略效应"。Conversion paths, retention curves and cohort comparison — separating time effects from strategy effects.
- 分群与画像SegmentationRFM、聚类、规则分层;每群要对应一个可执行动作。RFM, clustering, rule-based tiers — each segment tied to an action.
- 情景与敏感性Scenarios & sensitivity基准/乐观/悲观三档,标注关键假设与临界点。Base, upside and downside cases with key assumptions and tipping points.
- 文本与情感Text & sentiment主题归并、情感倾向、热度与来源权重;人工抽检校核。Topic grouping, sentiment, heat and source weighting — human spot-checks.
原则:样本不足、假设不成立时,不出显著性结论;模型只用来解释结构,不用来制造确定性。 Principle: with thin samples or unmet assumptions we do not report significance; models explain structure, they do not manufacture certainty.
常见八类问题Eight Recurring Questions
按"要不要进、跟谁打、卖给谁、怎么卖、卖得怎样"组织,分别落在行业、公司、产品、财务与金融数据五条主线上;具体设计随问题调整。Organised as whether to enter, whom you compete with, whom you sell to, how you sell, and how it performs — the design follows the question.
市场进入与规模Market Entry & Sizing
自上而下与自下而上两套测算,差异超过阈值就回到假设逐项核对。Top-down and bottom-up sizing; when they diverge beyond a threshold, we go back through the assumptions line by line.
竞争格局与份额Landscape & Share
集中度、梯队与替代关系;份额按口径分别给区间,不报单一数字。Concentration, tiers and substitution; share given as ranges per definition, not a single number.
用户需求与分层Needs & Segmentation
需求优先级、决策路径与未满足点;分层之后要能对应到动作。Need priorities, decision paths and unmet demand — segments only matter if they map to actions.
品牌与传播Brand & Communication
认知、提及与转化漏斗;区分"知道"与"会选择"。Awareness, recall and the conversion funnel — separating knowing from choosing.
产品与定价测试Product & Pricing Tests
概念测试、价格敏感度、组合与包装;给区间与情景,不给"最优价"。Concept tests, price sensitivity, assortment and packaging — ranges and scenarios, never a single "best price".
渠道与终端Channels & Retail
渠道结构、利润分配与终端执行;走访记录与价格扫描作为原始证据。Channel structure, margin split and in-store execution — visit notes and price scans as raw evidence.
满意度与流失Satisfaction & Churn
满意度与推荐意愿、流失原因归因;样本不足时明确标注不可外推。Satisfaction, recommendation and churn reasons — flagged as non-generalisable when the sample is thin.
行业与政策扫描Sector & Policy Scan
政策、技术与供需变化的定期跟踪,输出时间轴与影响路径。Periodic tracking of policy, technology and supply-demand shifts — timelines and transmission paths.
四种形态,按决策节奏选Four Formats, Chosen to the Decision Cadence
研究报告Research Report
结论先行,附方法、样本、数据来源与局限。Conclusion first, with method, sample, sources and limits.
数据看板Dashboard
把关键指标沉淀为可持续更新的视图。Key metrics kept in a view that keeps updating.
定期简报Periodic Brief
按周或按月跟踪,口径长期一致,趋势可比。Weekly or monthly tracking on a stable methodology, so trends compare.
汇报与工作坊Briefing & Workshop
把结论讲成决策语言,现场答疑并形成行动项。Findings translated into decision language, with Q&A and action items.
五步,每步都有交付物Five Steps, Each With an Output
界定问题Frame
明确决策用途与可接受的误差。Clarify the decision and acceptable error.
设计口径Design
定义指标口径、数据来源与抽样或样本框。Define metrics, sources and the sampling frame.
采集与核验Collect & verify
多源采集、交叉印证,过程留痕。Multi-source collection, cross-checked and logged.
分析建模Analyse
对照、归因与情景测算,结论与数据一一对应。Comparison, attribution and scenarios — every claim tied to evidence.
交付跟踪Deliver
结论、局限与后续跟踪计划。Conclusions, limits and a follow-up plan.
先说清楚什么不能保证What We Do Not Promise
- 样本Sample写清样本框、规模与招募方式;样本不足时不外推。Frame, size and recruitment stated; no extrapolation on thin samples.
- 误差Error定量给区间,定性不给百分比。Ranges for quantitative work; no percentages from qualitative.
- 来源Sources公开数据、访谈记录、价格扫描分别标注,可回溯。Public data, interview notes and price scans labelled separately and traceable.
- 隐私Privacy受访者信息脱敏,仅用于本项研究。Respondent data anonymised and used only for the study.
- 局限Limits结论有边界;与预期不符时,我们报告不符,而不是换一种说法。Conclusions have boundaries; when findings contradict expectations, we report that rather than rephrasing.
说明:线上与线下的市场调研能力仍在建设中,现阶段按项目承接,范围、样本与周期先行沟通。 Note: our online and offline research capability is still being built; projects are taken case by case, with scope, sample and timeline agreed first.
先聊问题,再谈方案Start With the Question, Not the Proposal
把你的决策场景说清楚:要回答什么、什么时候要、能接受多大误差。我们据此判断要不要做、怎么做。Tell us the decision, the deadline and the error you can live with — we will say whether and how to research it.
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