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Best Practices for Requestors

Making the most of Zursh...

Drafting your research request

Research requests should be detailed and clear

Detailed research requests make our matching system more efficient, attract the best researchers and avoid miscommunication

  • Include as much detail as possible when describing you request, expected deliverable, and required work experience of researchers.
  • Reduce time answering researchers’ questions.
  • Although We encourage you to communicate with researchers before selecting the winning proposal, We highly recommend that you make the request as clear as possible to speed up your research work and minimize time answering researchers inquiries.

    The more accurate the posted request is, the faster you will be able to agree on final terms with a researcher and start transacting .

  • Control who responds to your request by requiring specific qualifications.
  • Quality and number of proposals can be controlled by limiting bids to researchers with specific qualifications. For example, say you are working on a coverage report of a Chinese e­commerce company, you can limit the responses only to “Mandarin-­speaking researchers with equity research experience”.

    The drawback of this strategy is that you may disqualify some researchers that may already have access to the information requested, or where there may be more intangible skill sets - ­ which may appeal to your request ­- not captured by your required minimum qualifications.

Note: You can either use the request form in our homepage, or register in our website as a requestor, click on +New request on top of your dashboard page. Both ways will lead you to your Workroom where you can create, publish and manage your research requests. Note that each time you post a new research request, you have to click on Publish to change its status from New to published . Only Published research requests are made visible to our researchers.

Deadlines should be clearly identified

  • Include early deadlines especially for large­-scale requests.
  • Inform your researcher if you are need interim deliverables with early deadlines ­- ideally, in the research request form, before selecting the proposal.

Pricing your request

When pricing your request, we recommend you to consider the following factors:

  • Availability of information requested
  • Hard to find information is likely to cost more than easily available information .

  • Number of expected hours
  • One way to budget request is to assess the number of hours needed to complete the research multiplied by an average market price per hour, depends on the level of expertise required.

  • Level of need
  • What do you need the information for? How useful is this information to your business? For example, if you are seeking a different source to validate an information you already have, the allocated budget should be lower.

  • Urgency
  • Requestors with urgent deadlines are advised to pay a premium to attract more proposals in a short period of time ­ since these types of requests will likely receive less proposals than requests with extended deadlines.

You can put either fixed amounts or ranges in US dollars. If you are not sure about the budget, Contact Us and our team will help you price the request.

Use the comments section to customize further your request.

Use the comments section to add your preferred format and required length. You can also use this field to add exceptions, suggest approach/sources to researchers.

Last checks before posting your request

  • Are the concepts clear? Is the request main question non ambiguous?
  • How feasible is the research? Is deadline realistic?
  • Do you know of any approach or a resource you can suggest to the researcher?
  • Do you already have any information or report you can share with the researcher to exclude from the expected deliverable? (This is to avoid any duplication!)
  • How do you prefer the format of the final deliverable?
  • What geography should be covered?

Note: Many Zursh researchers will put in time and effort into drafting good proposals for your review. When requestors repeatedly submit research requests that get cancelled, this may limit their ability to attract top research professionals. Please post research requests if you believe that you need a researcher and will likely to select one if his/her proposal matches your need.

We are happy to guide you through the process if needed. Feel free to Contact Us

Selecting the Best Proposal

Zursh policy is intended to ensure that all submitted research proposals are complete, clear and accurately represent the researcher’s qualifications.

Evaluate the proposal details

The best proposals should be customized, tailored to your specific need.

What you should look for:

  • Research approach clearly describing the researcher’s methodology and resources
  • Demonstration of the researcher’s experience or capability in working with similar research inquiries
  • Capacity and bandwidth to deliver your required data by deadline.

Know the researcher

Get to know the researcher behind the proposal. Click on “View profile” and look for relevant information about the researcher including:

  • Biography
  • Research portfolio
  • Resume
  • Database resources
  • Internal and client ratings and reviews

Note: There are instances when a low quality proposal may be submitted by a top researcher! These are exceptions that is why We recommend to review researcher profile on top of proposal content.

Avoid generic, scripted Proposals

Example of a generic proposal (Primary research request)

“Hi Zeyfar , I would like the opportunity to work on your research request. I am a professional researcher with over 8 years of experience conducting primary research using email, face-­to-­face, phone, online/mobile surveys, focus groups, in­-store studies and many other methods. I also have access to many secondary research sources that I can use to include additional information to support the initial research results. Additionally, I can also add a detailed analysis and recommendation to help you navigate research findings. I will package all findings and deliver the final research report by your deadline. Thank you!

Example of a customized proposal (Investment research request)

“I have done similar work before and attached two samples for your review.

For the listed company, my approach will be to get the Q4 financials from SEC filings and management view / outlook from call transcripts. The corporate strategy will be picked up from previous 5 year annual reports, PRs, transcripts, etc with specific focus on the markets/sub­segments in which the company operates and their growth in the past. Bloomberg analyst estimates will be compared with actuals to assess performance. Automotive sector trends from Reuters will be overlaid with company stock performance. I will include comparison with peers comprising of financials, strength of balance sheet, product differentiation, market share, order book status and other details which are available from management discussions and secondary sources will be used to position the company in its markets. Finally product segments will be analyzed to identify cash cows and stars with a note on the growth prospects of each segment. As requested, All data/ analysis will be placed in a professional looking presentation with a linked excel spreadsheet for further details.

For the private companies part, I will start with a press run for each company using Factiva ­ Dow Jones (or just an extensive Google search) then I will do a search run on Hoovers or Orbis (they are quite similar but may have some data discrepancy). I will benchmark press results with database results (I may add Privco.com here). I can also make calculated estimates based on any available industry & market sizing figures.”

Selecting Researchers

  • Look for research professionals that have the most relevant research experience and resources matching your request requirements
  • Select researchers with proposals describing how they will approach your request
  • Best performers usually display a big interest in your request
  • Ask the researcher to clarify any question or doubt you may have about credentials, sample work or references

Communicating with researchers

Use our messaging system to include any questions/inquiries about proposals, requirements and expectations. If necessary, you can edit/adjust your research request based on any further clarifications. Once the you select your researcher, you can continue using our messaging system to communicate and receive your final deliverable.

Request update and interim deliverables

  • Be direct and clear about expectations
  • Make sure the researcher fully understands your requirements.

    Early and continuous communication are very important to make a successful transaction in our marketplace

  • Remember to ask your researcher to update you with progress and share any interim work. This will help make any required adjustments before delivery due date

Share any information that can be used in the research process

  • Share your research suggestions and recommend any sources you know to be reliable.
  • Share with your researcher any relevant material you may already have, or any resource you have access to. This will avoid duplication of work particularly if you are doing a parallel research on topic. What if the researcher is processing a report you already have?

Share feedback & build a relationship

  • Give researchers early feedback
  • Be receptive to researcher suggestions. This will increase his/her motivation maximizing the value­ added in the final deliverable
  • Remember that some research providers are experts in their field -­ beyond just data collection and presentation. Ask your researcher to participate in the analysis by sharing his/her recommendations and insights
  • Remember to leverage communication to build a relationship with your researcher for mutual benefits beyond just closing transactions

Quality Control for Research Deliverables

Quality of deliverables can be managed through the transaction cycle

  1. Requests
    • Quality control can start early in the process when you are first drafting your request, by limiting proposals to certain criteria
    • Remember from the beginning to be clear about your quality standards. For example, you can suggest which sources to exclude when conducting the research
    • Remind researchers to evaluate the quality of sources and include all sources they used to produce the final research work
    • Make sure you clearly include the presentation format to be used in packaging the final deliverable
  2. Researchers

    Remember to assess the researcher’s skills, credentials and research sources/tools

  3. Research Proposals

    The research approach to your specific request is a the main indicator of the researcher’s capabilities and expected research results.

  4. Payment Protection

    The payment release function is built in our system to guarantee quality and to provide protection to both parties. Before we release payment to your researcher, you have to confirm that the deliverable received meets the minimum requirements posted in your research request.

  5. Research Deliverable
    • Review your final research work in the deliverable area and check your Zursh inbox for additional documents, files and other material sent by your researcher
    • Always ask your researcher to include all sources leveraged to produce the research work. For example, if you are requesting company data to populate your financial model, ask your professional not only to attach the original documents but also to include exact page number for each figure. This will make your quality check faster
    • Make sure you evaluate the quality of these sources using data triangulation techniques.

      Remember that one of the main quality parameters of any research work is the quality and reliability of sources used

  6. For more tips on how to verify data in your deliverable, feel free to Contact Us.

Zursh quality control service

For some research deliverables, quality control can be complex and time consuming. To solve this problem, we are offering on demand quality control service upon request.

Our analysts can conduct quality check, prepare a quality control report and share it with you after the researcher submits the final deliverable. This report will analyze and rate the deliverable based on the following factors:

  1. Overall content & completeness
  2. Data accuracy & resource quality
  3. Servicing & solution generating
  4. Packaging & presentation

For questions about our quality control parameters, procedures and guidelines, please Contact Us.

Best Practices Summary

  1. Your request should be clear and detailed. Make sure that researchers fully understands your requirements
  2. Look for customized proposals that describe the researcher’s specific approach to your request
  3. Select researchers that have the most relevant research experience and sources
  4. Properly select researchers by viewing their profile information
  5. Remember to give early feedback
  6. For quality control purposes, always ask your researcher to support the final deliverable with verifiable sources .

For more information, please see FAQs and Zursh Terms & Guidelines.

If you have more questions or want to share feedback, Contact Us

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