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Template library

Research that runs before you think to ask for it.

Fieldwork comes with a library of pre-built studies for always-on CX, product research, and deeper periodic work. Pick a template, connect your participants, and your research programme is live in minutes.

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Always-on CX

continuous

Triggered by customer moments: onboarding, support, churn, renewal. Runs continuously in the background. You set it up once.

Always-on product

continuous

Triggered by product behaviour: feature use, activation, power user thresholds. Feeds your product team on a rolling basis.

Burst studies

periodic

Deeper periodic or episodic research (personas, JTBD, competitive landscape, concept testing). Pause between uses, activate when needed.

Universal programme

Every new workspace ships with these drafts: core CX and relationship studies, plus three NPS modes (relational, transactional, episodic). Connect participants and triggers when you are ready; until then they stay in draft like any other study.

Onboarding experience

Where new customers got confused, what nearly made them quit, and what exceeded expectations.

continuousFirst key action completed

Churn exit interview

The real reason they left and the decision timeline: a conversation, not a survey.

continuousCancellation initiated

Relationship health pulse

How the customer relationship has changed over time, surfacing drift before it becomes churn.

periodicQuarterly

Relational NPS pulse

Overall recommendation toward the company: score, top drivers with a recent example, and one change most likely to lift the score about one point.

periodicQuarterly

Transactional NPS

Recommendation for one specific recent interaction: scope the touchpoint, capture a zero-to-ten style score for that leg alone, drivers, and one fix for next time.

continuousAfter service or product touchpoint

Episodic NPS pulse

Recommendation for an agreed time window: define the pulse scope and score, what changed versus baseline, and one leadership priority before the next wave.

periodicEach pulse wave

Industry packs on top of your universal library

You pick a vertical at signup. When that vertical has a pack, we add the full pack as extra draft studies on top of the universal programme (two studies for insurance, three each for e-commerce, traditional banking, automotive, B2B SaaS, and healthcare). Other industries are available to select; more packs ship over time.

Insurance and insurtech

Claims experience debrief

What triggered the claim, where handling broke down or shined, and whether the outcome felt fair, with one concrete improvement request.

continuousClaim closed or settled

Renewal decision walkthrough

How renewal surfaced, whether they shopped around, what actually drove the decision, and how likely the next renewal is.

continuousPolicy renewal completed

Traditional banking

Product consideration and rejection walkthrough

Why they looked at a product and walked away: motivation, evaluation depth, primary rejection driver, and what would make them reconsider.

continuousProduct application or quote abandoned

Life event banking decision

The moment a major life change triggered a banking decision: timeline, information sources, trust signals, and one improvement for the next customer in their shoes.

episodicAfter major life event (mortgage, savings, business account)

Branch or digital channel switching

What drove them toward or away from digital: channel tension moments, digital friction or wins, branch role, and switching intent.

continuousHigh-friction service episode

Healthcare and healthtech

Behaviour change barrier study

What they intended versus what they actually did: intent, behaviour gap, barrier stack, and one support change that would have improved follow-through.

periodicQuarterly health engagement pulse

Trust and safety perception

What made them comfortable enough to engage: first touch, trust signals, safety or privacy fears, and the single change that would most improve trust.

continuousFirst clinical or data-heavy milestone completed

Care journey friction debrief

Where the system broke down from the patient perspective: journey goal, breakdown moment, emotional load, and one change to reduce friction for the next similar patient.

continuousCare episode completed

E-commerce and retail

Abandoned purchase debrief

What stopped them at the moment of decision: cart context, primary stop reason, comparisons, and one change that could have converted the session.

continuousCheckout abandoned

Post-purchase experience walkthrough

Gap between expectation and reality after purchase, emotional outcome, and signals for repeat purchase versus return risk.

continuousOrder delivered or first use completed

Browse-to-buy journey

Discovery path, what they compared, how long the shortlist stayed open, what tipped purchase, and what would slow a future buy.

continuousPurchase completed

Automotive

Consideration set formation

How brands get in and out of the shortlist: list origin, in-and-out dynamics, decisive signal at purchase time, and what a losing brand could have done differently.

continuousPurchase completed or active shopper exit

Dealership experience debrief

The moment the dealership helped or killed the sale: visit goal, moment of truth, trust impact of staff behaviour, and one operational change to improve close rate.

continuousDealership visit completed

Post-purchase ownership sentiment

Buyer's remorse versus advocacy: early ownership reality, ongoing pains or delights, recommendation intent, and what would make them switch next cycle.

periodic90 days after purchase

B2B SaaS

Expansion and upsell decision walkthrough

Why they upgraded or did not: trigger, proof requirements, outcome drivers, and what would make the next expansion decision easier.

continuousExpansion or renewal negotiation

Power user to disengaged user journey

What changed between peak usage and today: peak behaviours, turning events, current workaround, and what could credibly reignite engagement.

continuousUsage drop threshold crossed

Onboarding to first value moment

Gap between signup intent and first value: expected outcome, first value moment, obstacles in between, and the single change that would shorten time-to-value most.

continuousActivation milestone window closed

Fintech and payments · Research and insights agency · HR tech and people ops · Marketing and ad tech · Property and proptech · Legal tech · Education and edtech · Government and public sector · Professional services · Other

More vertical packs are in development. Sign up to use the universal programme and the packs above for supported industries.

See your library

Set up once. Research runs continuously.

Step 1

Tell us your vertical

During signup, you select your industry. We inject every universal draft plus the industry pack for that vertical when one exists. Everyone shares the same universal programme; pack size varies by industry (for example, two studies for insurance, three for e-commerce).

Step 2

Turn on your always-on studies

Connect your participant source (customer list, product event, or manual invite). Your CX and product studies start running automatically.

Step 3

Activate burst studies when you need them

When a bigger question comes up (a persona refresh, a JTBD study, a competitive landscape), pick the template, configure it, and run it. Pause it when done.

How to get the most from your research programme

What is qualitative research?

What qualitative research is and when it gives you something surveys can't.

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How to design a qualitative research study that actually works

The decisions that determine whether a study produces insight or noise.

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What is an AI research interview?

How AI-moderated interviews work and what makes them different from traditional methods.

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Browse all articles

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