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Example conversation with the Reos planning assistant
Planning assistant
  1. Business goal
  2. Research goal
  3. Research questions
  4. Approach
You: Teams cancel after their first invoice. I want to find out why.
Assistant: Good place to start. Before we plan: what happens if you don't do this research?

Planning assistant

Good studies start with good questions

An assistant that coaches you through the plan, writes the moderation guide with you and checks what your team already knows.

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Moderation guide

Questions people can actually answer

Write a question the way it comes to mind. The assistant tells you what would steer the participant, offers an open version and ties it to the research question it serves.

Moderation guide · Onboarding

  1. Don't you find the setup confusing?Rule: Assumes a problem
    How did the setup go for you?Answers RQ1
  2. Did you like the new dashboard?Rule: Yes or no
    What did you do the last time you opened the dashboard?Answers RQ2
  3. Would you pay for a team plan?Rule: Asks about the future
    What are you using for this today?Answers RQ3

linked to research questions

Planning assistant

  • Open questionsYes-or-no questions, built-in assumptions and what-if questions get a better version, with the reason.
  • Tied to your research questionsEach question shows the research question it answers. Ask for a review and the assistant checks that none is left out.
  • One guide per audienceTalking to customers and to people who left? Each group gets its own guide.

Past research

Here's a study for that

Each time you and the assistant set a research question, it checks your other projects for findings that already answer it. Reuse what you know and spend the study on what you don't.

  • Across every projectInsights from your other projects, with the study each came from, and the Super Insights across them.
  • Starts from your personasThe plan's audience comes from the personas your team already defined.

Research questions

  1. Why do teams cancel after their first invoice?
  2. How do admins decide who gets a seat?

Already in your research

Insight

Teams that never invite a second member cancel at the first invoice.

From Pricing study, March

Assistant: Your pricing study already covers this. Reuse it, or plan around what it doesn't cover?

What you walk away with

Plan, guide and screener

It coaches you from the business goal to the research questions, and writes each part once you agree. Then it drafts the guide and sets up the screener form.

  • Research planFull brief
    • Business goal
    • Research goal
    • Research questions
    • Target audience
    • Approach
  • Moderation guideDetailed
    • Introduction
    • Warm-up
    • First week
    • Billing
    • Wrap-up
  • ScreenerRecruitment form
    • Work email
    • Team size
    • Role
    • Plan they canceled

Plan and guide asDownload asMarkdownWordPDF

  • Your words stay yoursIt never rewrites a section you wrote unless you ask it to.
  • In your house styleIt follows your team's style guide in everything it writes.
  • Markdown, Word or PDFDownload the plan and the guide to share them anywhere.

Questions, answered

  • If you ask, it drafts every section in one go. By default it coaches you one question at a time, because the thinking is the part that makes the study good.

  • Yes. Paste it in and the assistant reviews it for leading questions, timing and coverage of your research questions, then suggests a revised version.

  • Yes. The guide you write here is what a live host follows and what the AI moderator runs on.

Plan your next study with a coach

Sign up, start a project and let the assistant walk you through your first plan.

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