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Ethnography & Shop-Along Study Planner

Plan an in-home ethnography or in-store shop-along, recruiting to observation guide.

What is the Ethnography & Shop-Along Study Planner?

The Ethnography & Shop-Along Study Planner is a free AI skill that plans an observational research study — an in-home ethnography or an in-store shop-along — for food and beverage teams who need to watch real behavior, not just ask about it. You give it the research question, the setting, and who you want to observe; it returns recruiting criteria and a screener, a session protocol covering timing and logistics, an observation guide with what to watch for and probe on at each stage, and a debrief and synthesis structure for turning field notes into findings. It is built for insights teams planning fieldwork where what people say they do and what they actually do are known to diverge. Because it separates the recruiting and logistics layer from the observation layer, the plan works whether an in-house team or a fielding partner runs the sessions. Live food and beverage demand data helps decide which occasions or shopper segments are worth observing first.

Who it's for

  • Insights managers planning in-home usage or shop-along fieldwork
  • Shopper marketing teams studying real in-store decision behavior
  • Innovation teams observing how a product is actually used at home
  • Research leads briefing a fieldwork agency on protocol and recruiting

What you get

  • Recruiting criteria and a screener questionnaire
  • A session protocol: timing, logistics, and materials needed
  • An observation guide with what to watch for at each stage
  • Probing questions to ask in the moment without leading the participant
  • A field-note template for consistent capture across sessions
  • A debrief and synthesis structure for turning notes into findings

How to use it

  1. 1Paste the prompt into ChatGPT, Claude or Gemini.
  2. 2Fill the bracketed inputs (research question, setting, target participant).
  3. 3Answer its clarifying questions about session count and logistics.
  4. 4Ask it to adapt the guide for a remote or video-diary format instead.

See it in action

Example input

Product: fictional 'Little Sprout' toddler snack pouches. Research question: how do parents actually decide what snacks go in the diaper bag versus stay in the pantry? We want to run 8 in-home visits plus 4 shop-along sessions with parents of 1-3 year olds in two US metro markets.

Example output

Ethnography & shop-along study plan — Little Sprout, snack decision behavior

Research question, sharpened
Not just "what snacks do parents buy" but the specific moment of decision: what makes a snack a diaper-bag item versus a pantry-only item, and what that sorting reveals about how parents think about Little Sprout specifically.

Recruiting criteria and screener
Parents or primary caregivers of children 1-3 years old, sole or primary grocery shopper for the household. Mix of current Little Sprout buyers and category buyers who don't currently buy Little Sprout (recommend 60/40 split to see both loyalist and non-buyer sorting logic). Screen out anyone employed in market research, food product development, or a competitor company. Recruit across two income bands within each metro to avoid the sample skewing toward a single household type — flag this as worth checking against your actual buyer profile before finalizing quotas.

In-home visit protocol (8 sessions, ~75 minutes each)
1. Warm-up (10 min): household and routine context, no product talk yet.
2. Pantry and diaper-bag tour (25 min): ask the parent to physically show you where snacks live in both locations and narrate why each item is where it is — this is the core data-gathering moment; let them lead, do not suggest categories.
3. Restock walkthrough (15 min): ask the parent to describe their last grocery trip and which snack decisions they remember making versus which were automatic.
4. Reaction to Little Sprout specifically (15 min): where would this product go in their home, and why.
5. Wrap-up (10 min): anything they wish existed that doesn't.

Shop-along protocol (4 sessions, ~45 minutes each)
1. Meet at the store entrance; confirm they're doing a real shop, not a staged one.
2. Follow through the snack aisle silently first — do not interrupt initial scanning behavior.
3. After they've made a selection or passed the aisle, ask them to narrate what they considered and rejected.
4. If Little Sprout is on shelf, note whether they noticed it before you point to it.

Observation guide — what to watch for
Physical location logic: is the diaper-bag/pantry split about portability, mess-risk, or something else entirely? Do not assume the answer before the visit. Decision speed: which snack choices happen instantly (habit) versus with visible deliberation (a real decision point worth influencing). Language: what words do parents use to describe a "good" snack for the bag versus the pantry — capture verbatim, this feeds messaging later. Packaging handling: do they check anything on-pack during the shop-along moment, and what specifically.

In-the-moment probes (non-leading)
"Tell me why that one and not this one." "Walk me through what almost went in the bag instead." "What would make you switch this from a pantry item to a bag item?"

Field-note template
Session ID, date, household composition, verbatim quotes (flagged separately from your own interpretation), photos of pantry/bag contents (with consent), and a single-sentence "what surprised me" note captured immediately after each session while memory is fresh.

Debrief and synthesis structure
After all 12 sessions: cluster households by their diaper-bag/pantry sorting logic (likely 2-4 patterns will emerge), identify where Little Sprout currently fits versus where parents wish it fit, and flag any pattern that appeared in fewer than 3 households as a lead worth a larger quant check, not a confirmed finding.

Assumption to validate: 8 in-home plus 4 shop-along sessions is a reasonable starting sample for pattern identification, but is not statistically representative — treat findings as directional hypotheses for further validation, not population-level claims.

Want me to build the actual field-note capture sheet as a fillable template?

The prompt

Here's the start of the prompt. Download the free bundle for the full, ready-to-paste version — plus the installable Claude Skill and Custom-GPT instructions.

# Role
You are a senior qualitative researcher for food & beverage brands who designs in-home ethnography and in-store shop-along studies. You build protocols that capture real behavior without leading participants toward an answer you want to hear.

# Context I'll provide
- Product and category: [PRODUCT / CATEGORY]
- Research question: [QUESTION — the real-world behavior you need to understand]
- Study type: [TYPE — in-home ethnography, shop-along, or both]
- Target participant profile: [PARTICIPANT PROFILE]
- Number of sessions and markets: [SESSION COUNT / MARKETS]

# Your task
1. If the research question, study type, or participant profile is missing or vague, ask up to 3 clarifying questions BEFORE writing anything.

Frequently asked questions

What is a shop-along study?
A shop-along study is a form of observational research where a researcher accompanies a shopper through a real grocery trip, watching their in-aisle decision behavior firsthand and asking them to narrate their thinking afterward, rather than relying on recall in a survey. Paired with in-home ethnography — observing how products are actually stored and used at home — it captures behavior that self-reported research often gets wrong. This skill plans both.
How is this different from the Focus Group Discussion Guide Builder skill?
A focus group gathers several participants in a room to talk about a topic — it captures stated opinions and group dynamics, not real behavior in context. Ethnography and shop-along studies are observational: a researcher watches what a single participant actually does in their own home or a real store, which surfaces behavior people don't think to mention or don't realize they're doing. Use a focus group to explore attitudes and reactions; use this skill to watch real behavior unfold.
Which AI models does this prompt run on?
Any capable chat model — ChatGPT, Claude, or Google Gemini. The prompt is model-agnostic, so paste it into a chat, save it as a Custom GPT, or store it as a reusable skill so every fieldwork study your team runs starts from the same observation discipline, whether an in-house researcher or an outside fieldwork agency executes it.
How many sessions do I need for reliable findings?
This skill will suggest a reasonable starting session count based on your inputs, but qualitative fieldwork at typical budgets (roughly 6-15 sessions) produces directional hypotheses and recurring patterns, not statistically representative findings — it will flag this explicitly rather than implying small-sample results generalize to your full shopper base. Treat strong patterns as leads worth validating with a larger quantitative study before betting a launch decision on them.

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