B2B Customer Research & Marketing Strategy

Research first. Strategy built on evidence.

We talk to your buyers, study your market, and turn what we learn into a plan to win more of the right customers.

Fig. 04 · Field ReportBuying priorities

What drives the buying decision.

B2B project management software

Fewer missed deadlines85%Lead with
Clear ownership69%Lead with
Easy setup38%Support
Fits existing tools23%Support
More features15%Lower down
Share of customers mentioning each priority. Multiple mentions allowed.

The Recommendation

Position the product around reliable delivery. Make the handoff workflow the proof.

“Fieldnote's report was detailed and thoughtfully organized, but what stood out most was the clear, actionable plan it provided for Grackle Realty's path moving forward.”

Garrett D., Grackle Realty.

The Field Report

Find what’s holding growth back. Know what to change first.

We help you find the right customers, communicate what matters to them, and invest where you can make the greatest impact.

The Field Read

We interview your customers and team, review your marketing, and research your competitors.

The Core Diagnosis

We connect the findings to explain what is holding growth back, which issues matter most, and why.

The Recommendation

You get a clear course of action, the reasoning behind it, and a way to measure progress.

Example · B2B project management softwareThe Core Diagnosis

The question behind the brief

The right buyers visit your site. Why aren’t they booking demos?

The buyer: operations leaders managing projects across teams.

Discover

Find the product.

Understand

See what the
product does.

Build confidence

Will this help us stop missing deadlines?

BUYER INTERVIEWS

Buyers want fewer missed deadlines and clearer responsibility for the work.

WEBSITE REVIEW

The site promotes dashboards and task lists. It never shows how those features keep a project on track.

Take the next step

Request a demo.

The Recommendation

Show how the product solves the problem before increasing ad spend.

Build the message and product walkthrough around one project: who owns each step, where work gets stuck, and how the product keeps it moving.

Test next: does the revised message increase qualified demo requests?

The math

What the usual fixes cost.

The Field Report helps you decide which investment the business actually needs.

The commitmentWhat it costs
Senior marketing hire$313K a yearMedian posted base salary, VP of Marketing. Before benefits, equity, or recruiting fees.

A senior hire brings judgment and experience. Research gives them a head start on your buyers, your market, and the decisions already on the table. It can also help you decide which role to hire in the first place.

MKT1, September 2026 US job-posting data. VP of Marketing subgroup within an analysis of 794 private B2B marketing roles. Based on salary-range midpoints.

Demand generation agency$144K to $240K a year$12K to $20K a month for an integrated demand generation program. Annualized for comparison.

A good agency needs a clear brief: who to reach, what to say, and what success looks like. We help you make those calls before you commit to the work. When you need an execution partner, we can refer one.

The Starr Conspiracy, June 2026 guide. Provider estimate for this program scope; not a market-wide median.

Ad spend reaching the wrong accounts16% to 45% of ad spendMore than half of surveyed B2B marketers and agencies estimated this share of their budget reached irrelevant accounts.

Before you add to the budget, check who you are paying to reach and why they would buy. The Field Report examines your audience, message, and channels before recommending where to put the next dollar.

EMARKETER × Demandbase, 2025. 231 B2B marketers and agencies worldwide, Jan to Feb 2025; 52.4% estimated waste in this range.

The Field Report
From $3,000Fixed fee · 2 weeks

How we work.

FREE

Growth Index

A free assessment of your marketing across five categories. See your score out of 100, where you're strong, and where to focus next.

FROM $3,000 · 2 WEEKS

The Field Report

The Field Report combines customer and team interviews, a marketing review, and competitive research. You receive a written report and a live readout with your team.

FROM $5,000 · 3 TO 4 WEEKS

The Demand Gen System

A fuller plan for your audience, messaging, channels, campaigns, and measurement, with lost-deal interviews where needed. Scoped at the Field Report readout.

Questions

Working with Fieldnote.

How do you turn research into strategy?
We compare what customers value with what your marketing emphasizes and what competitors offer. We then connect those findings to your audience, message, and investment decisions, so you can see the reasoning behind each recommendation.
How does the Field Report differ from the Demand Gen System?
The Field Report delivers the research, diagnosis, and recommendation. The Demand Gen System develops that work into a broader plan for your audience, messaging, channels, campaigns, and measurement. It is scoped separately after the Field Report, with lost-deal interviews where needed.
How are engagements priced?
The Field Report starts at $3,000 for a fixed-fee, two-week engagement. Half is due at booking and half at the readout. The Demand Gen System starts at $5,000 for three to four weeks and is scoped separately when the research calls for it.
How much of our time does it take?
A kickoff, interviews with a few people on your team, and a one-hour readout over two weeks. We'll agree on participants and customer introductions at kickoff, so you know what we need from you.
Who executes the plan?
You do, your team does, or a partner we refer you to. We do not run campaigns, buy media, or sell retainers. The plan is written so the person running it can get to work without us in the room.
Who is Fieldnote for?
B2B founders and marketing leaders deciding which customers to focus on, how to reach them, or where to invest their next marketing dollar. The work gives you a researched plan to guide your team, your next hire, or an agency partner.
A trail of light follows a winding road through snow-covered mountains beneath a star-filled night sky.

Let's find out what's holding your pipeline back.