Templates
Market research template

Market research template

Capture customer insights, competitor analysis, and key market data to guide your business decisions confidently.

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF
Market research template

Capture customer insights, competitor analysis, and key market data to guide your business decisions confidently.

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Market research is the foundation of informed business decisions. Our market research template helps you gather critical insights about your industry, competitors, and target customers in one organized framework. By systematically collecting and analyzing market data, you can identify untapped opportunities and minimize risks before launching new products or entering new markets.

According to a HubSpot survey, 44% of marketing professionals said focusing on customers and their experience is the biggest change in the industry in 2025. This template empowers you to gain that customer-centered perspective. You can then align your offerings with actual market needs rather than assumptions, ultimately increasing your chances of business success.

Related categories

Preview of the template
Page 1
Company Overview
Company Name
Industry
Years in Business
Annual Revenue
Number of Employees
Target Market
Target Customer Demographics
Target Customer Psychographics
Market Size Estimate
Market Growth Potential
Competition Analysis
Direct Competitors
Indirect Competitors
Competitor Pricing
Competitor Strengths
Competitor Weaknesses
Product/Service Offering
Key Product/Service Features
Pricing Structure
Unique Value Proposition
Marketing and Sales
Promotional Strategies
Sales Channels
Customer Acquisition Cost
Customer Lifetime Value
Financial Projections
Startup Capital Required
Break-Even Point
3-Year Revenue Forecast
3-Year Profit Forecast

Frequently asked questions

How can I determine realistic customer acquisition costs for my market research?

Calculate your total sales and marketing expenses over a specific period, then divide by the number of new customers acquired during that time. Include advertising costs, sales team salaries, commissions, software tools, and content creation expenses. The template helps you track these figures over time to identify cost-effective acquisition channels.

What sources should I use to research competitor pricing strategies?

Combine direct observation (company websites, sales materials) with customer interviews about perceived value. Mystery shop when possible, and analyze review sites where customers discuss pricing. Industry reports and former employees can provide additional insights. The template helps organize this information to identify pricing patterns and opportunities.

How detailed should my 3-year revenue forecast be?

Create monthly projections for the first year and quarterly for years two and three. Include best-case, expected, and worst-case scenarios based on different market conditions. Break down revenue by product/service lines and customer segments. The template provides structure for these projections while documenting your key assumptions for future reference.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.