True Intent Study checklist: before, during, and after

This checklist covers the full True Intent Study workflow — from defining objectives and configuring the intercept through data collection to analysis and longitudinal benchmarking.

Before

• Define study objective: top tasks, task completion, benchmark, or all three
• Identify target pages for intercept placement (entry pages, not exit pages)
• Estimate weekly traffic on target pages using analytics
• Calculate invitation rate to reach 300-600 responses within study duration
• Design survey in three phases: intent (before task), outcome (after task), experience (metrics)
• Keep total survey under 10 questions and 5 minutes
• Write intercept copy explaining task-first-then-survey flow
• Insert JavaScript intercept snippet on target pages
• Configure cookie-based deduplication and mobile compatibility
• Pilot for 24-48 hours at low invitation rate (2-3%)

During

• Monitor daily response rates; adjust invitation rate if below target
• Check “Other” percentage on intent question; add missing categories if >20%
• Verify data is collecting properly on both desktop and mobile
• Watch for technical issues (broken intercept, survey not loading, cookie conflicts)

After

• Tabulate top-task distribution and rank by visitor frequency
• Calculate task completion rate per task
• Code open-ended failure responses into themes (use AI for first pass)
• Cross-tabulate completion rates by segment and device
• Run key-driver analysis on experience ratings
• Build priority matrix: task frequency x failure rate = impact score
• Write executive summary with top 3 findings and recommendations
• Compare against previous benchmark (if available)
• Present actionable findings: priority tasks, failure themes, specific page locations
• Schedule next study cycle (continuous or quarterly)