POTLOC ACADEMY

UPLEVEL YOUR TEAM’S SURVEY CAPABILITIES.

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Bring your team face-to-face with Potloc’s research experts. Designed exclusively for consulting and private equity firms, Potloc Academy is a series of complementary, practical training sessions aimed at increasing the speed, ease, and quality of your insights.

BOOK A TRAINING SESSION

Your direct line to survey expertise.

Whether you’re onboarding new hires or deepening the skills of seasoned staff, Potloc Academy offers modular, stackable sessions that are facilitated by experts and tailored to your team’s level and learning goals.

  • Format: In-office , virtual, or hybrid — with the option of catered lunch.
  • Duration: 30 to 60 minutes. 
  • Group size: 5 to 50 participants.
  • Curriculum: Customizable based on your team’s needs and focus areas.
  • Common audiences: New cohorts, specialty teams, insights leaders, and internal champions of survey technology.

Our most popular training sessions.

60 min

Survey 101: Questionnaire Creation Best Practices

Learn why investing in survey design and optimization elevates data quality, and how to craft questionnaires that drive clarity, engagement, and more actionable results.

30 min

Statistical Segmentation (Advanced Methodologies Series)

Learn how statistical segmentation frameworks help uncover meaningful trends among market profiles, and how to translate those insights into strategic recommendations.

30 min

Pricing Methodologies (Advanced Methodologies Series)

Understand how to design pricing studies, from Van Westendorp to Gabor-Granger, and how to select the right approach to support critical business decisions.

30 min

Data Quality: How to Navigate Pitfalls

Explore growing and often overlooked threats to data quality, from AI fraud to respondent disengagement. Learn practical tools and best practices to ensure robust, trustworthy data throughout the research lifecycle.

30 min

MaxDiff vs. Conjoint Analysis (Advanced Methodologies Series)

Explore the distinctions between MaxDiff and Conjoint techniques for prioritization and trade-off analysis, including when to deploy each and the unique insights they produce.

60 min

Using Potloc’s Survey Platform

Get an overview of Potloc’s unique approach to survey research, including expert-led survey creation and management, real-time sample updates, instant analysis tools, and radical transparency around data sources and quality.

60 MIN

Build-Your-Own Session

If your team has specific survey needs, from overcoming bottlenecks to embedding cutting-edge practices, Potloc’s experts are here to deliver a customized session with take-home resources that can help.

Let's discuss your needs.

Frequently asked questions.

These sessions are offered at no cost to our clients in consulting or private equity.
Potloc Academy is exclusively designed for consulting and private equity firms. Our training sessions are tailored for teams of 5-50 people. If you lead a team that could benefit from a session, let’s talk.
We recommend booking at least 2 weeks in advance to ensure availability and session customization.
Yes. Sessions are stackable, so you can build a curriculum suited to your team’s goals and availability.
Sessions typically run with 5 to 50 attendees. For needs pertaining to smaller teams, please contact us so our experts can determine the best way to help.
Potloc’s senior research experts lead every session, drawing on deep research knowledge and hands-on experience with leading firms.
We aim to make the process a low lift on your end. Once we get a session in the books, our team will brief you on any required action items based on the location, duration, and topic of your training session.

Latest resources

Your go-to source for staying ahead of the markets—uncover industry trends, expert insights, and survey wisdom.