DRAFT v0.1 / FILE REF CDD/2026/UK-MID-MKT / INDEPENDENT REFERENCE - NOT M&A ADVICE
§ P2
P2.

Days 3-5: Primary Research

Phase of the eleven-day playbook.

§ DIRECT ANSWER

Days 3-5: Primary Research: the phase output, deliverables and the cadence the partner expects.

Days 3-5 carry the customer interview load. Source from the data room, schedule via the seller’s adviser (no direct management contact unless agreed), run on a standard script.

§ 1.1Interview script

Open with relationship history, then NPS, then competitive set, then switching costs, then close with anything-else. 30 minutes is the target; expect 20.

§ 1.2GDPR

Record only with explicit consent. UK GDPR rules apply to interview transcripts. See ICO Guide to Data Protection.

§ 1.3Throughput

Target 5-7 interviews per day across two analysts. Below that, scope-creep on day 6.

VERIFIED 21 JUN 2026NEXT REVIEW 21 SEP 2026SRC: ICAEW CF; BVCA Industry Activity 2025-26

Marked-up by Oliver Wakefield-Smith. Draft v0.1, 21 June 2026.