Part XI · Research
Research Backlog
The Evidence Register v2 and Current Market Benchmark govern research and validation. Update strategic status only through documented evidence and founder approval.
Backlog
| ID | Question | Method | Owner | Timing | Status |
|---|---|---|---|---|---|
| R01 | Why did referral clients choose The Meeting Tree? | Review historic leads + 5 client / referrer interviews | Founder | 30 days | Research required |
| R02 | What is actual private-journey profit after founder time? | Cost / time audit of 2–3 delivered journeys | Founder | 30 days | Research required |
| R03 | What is minimum viable cohort and margin floor per group journey? | Bottom-up financial model | Founder | Before each launch | Research required |
| R04 | Which Día de Muertos messages produce qualified interest? | 90-day Instagram test and DM log | Founder + freelancer | Ongoing | To validate |
| R05 | Which markets generate qualified digital leads? | Geography tagging and campaign comparison | Founder + freelancer | 90 days | To validate |
| R06 | What objections block deposits? | DM / call objection log | Founder + freelancer | Ongoing | To validate |
| R07 | What does the family audience require? | Interviews and case audit | Founder | Before paid targeting | Research required |
| R08 | Does architecture content signal sufficient intent? | Content tests, DMs, interviews, prototype cost | Founder + studio partner | 2026–27 | To validate |
| R09 | Does wellness concept pass partner and safeguard diligence? | Facilitator, legal, insurance, privacy, economics review | Founder + facilitator | Before public communication | Research required |
| R10 | Which content formats and CTAs produce qualified leads? | Monthly content / lead-quality analysis | Founder + freelancer | Ongoing | To validate |
| R11 | What offer, if any, should The Meeting Tree build around Paris? | Founder is based in Paris roughly half the year; this is currently a lived-context asset, not a defined offer. No competitive research should be conducted until an offer shape (inbound to Paris, outbound extension, or something else) is defined. | Founder | Not scheduled — offer shape undefined | Research required Research required — no offer shape yet defined |
Segment C · Paris
Do not conduct competitive research or make public claims about a Paris offer until this question is resolved. Premature competitive research on an undefined offer risks anchoring the offer design to the wrong comparators, as occurred with the initial Private Journey Design benchmark.
Priority order
| Priority | Item | What it unlocks |
|---|---|---|
| 1 | Día de Muertos cost, margin, and objection analysis | Whether price / inclusions / messaging need adjustment |
| 2 | Private Journey Design profitability audit | Minimum scope, pricing, and revision policy |
| 3 | Referral-client interviews | Repeatable trust and messaging evidence |
| 4 | 90-day Instagram lead-quality test | Whether Instagram can complement referrals |
| 5 | Architecture content / prototype test | Whether to develop 2027 concept |
| 6 | Wellness facilitator / safety diligence | Whether concept can proceed responsibly |
| 7 | Family audience research | Whether to prioritise family acquisition in 2027 |
Review cadence
Review rule
Review this register every 30 days during the active Instagram period, before any new group journey, after each private journey delivery, before pricing or partnership changes, and before public communication of future concepts.