FieldworkOS for agencies & consultancies

Primary research as a service you own.
Not a department you hire.

FieldworkOS is the supplier lifecycle platform for online fieldwork — built for marketing agencies, consultancies and strategy firms running regular online research for clients. It bids your study out to sample suppliers, negotiates pricing, gates launch on verified links, and reconciles every invoice — so the research stays yours instead of being subcontracted away.

0

Fieldwork hires needed to offer primary research

Days

From client brief to fieldwork live

Every

Launch gated on verified links

100%

Of supplier spend reconciled for client billing

How agencies & consultancies source today

Every sourcing route trades something away

One sample partner

Locked into one panel

Convenient until the client's audience is niche. Feasibility caps out, pricing goes unchallenged year after year, and when their panel can't fill, it's your presentation date that moves.

Marketplace / DIY panel

Reach without control

Opaque blending and quality that varies by source — and the findings go out under your name, where a bad sample becomes a bad recommendation to your client.

Subcontract to an MR agency

Margin and control go elsewhere

Full-service delivery means someone else's margin on every project, their queue between your client's question and fieldwork starting, and a partner sitting inside your client relationship.

The fourth option

Deliver primary research yourself at market-research-agency standard — multiple suppliers, negotiated pricing and audited quality, orchestrated by a system instead of a fieldwork team you’d have to build. FieldworkOS is not a marketplace; it never sits between you and your suppliers.

One lifecycle, end to end

From the client brief to a billable, evidenced close

Four stages, one system. The fieldwork craft you’d otherwise hire for — supplier selection, price negotiation, quality gates, reconciliation — runs as software alongside the strategy work you were hired to do.

01

Bid & negotiate

AI parses every supplier email; quotes arrive structured to quota-cell level. The strategy engine negotiates CPIs toward the margin you priced into the SOW — you approve what matters, and anything uncertain routes to human review, never guessed.

02

Launch

Redirects captured, test IDs swapped, links verified end to end. A failed test blocks launch — so the survey your client's name is on never goes live on a broken redirect.

03

In field

Real-time quality, fraud and quota-pace monitoring across every source: quality fails, incidence below bid, geo mismatch, duplicates, quota stalls — flagged while you can still pause the source and protect the findings you'll present.

04

Close & learn

Valid completes, actual LOI and reconciled CPI computed at field close, with evidence attached for client billing and pass-through costs. Supplier intelligence compounds — every project sharpens the next bid round.

Hard-to-reach audiences

Say yes to the audience the client actually wants

Category buyers, lapsed customers, B2B decision-makers, multi-market quotas: the brief you would once have scoped down — or handed to a research partner — gets bid out wide across your roster instead.

Bid wide in one action

One spec, RFQs to your whole roster at once — new sources onboarded into the same lifecycle, not a new process.

Feasibility answers fast

Structured quotes at quota-cell level tell you what's actually fieldable — while the proposal is still being written, not after you've promised it.

Blend without the black box

Combine sources with per-supplier quality and pacing visible — you control the blend a marketplace hides, and you can explain it to the client.

Swap sources mid-field

A stalling or failing supplier gets paused and backfilled from the roster — the presentation date holds.

The operational picture

Every supplier on every client project, one screen

Lifecycle state per supplier per project — from RFQ sent to reconciled and paid. Quota pace, quality flags and pending approvals surface on one dashboard, so a client status update is a glance rather than a round of chasing.

Supplier lifecycle · all client projects

Live
  • PanelCo

    Client A · Segmentation

    In field
    On pace
  • SampleNow

    Client A · Segmentation

    In field
    IR below bid · flagged
  • GlobalPanel

    Client B · Category Buyers

    Launch gated
    2 redirects failing test
  • ResearchPro

    Client B · Category Buyers

    Negotiating
    Counter sent · $4.60
  • InsightPanel

    Client C · Campaign Test

    Reconciled
    Costs ready to bill
3 clients · 5 suppliers2 approvals pending

Will the data be back before the client presentation?

Answered from live pacing and a roster that can backfill — not from hope.

Who it's for

Built for the people who present the findings

Strategy & planning leads

Ground the recommendation in primary data you commissioned yourself, on the timeline the pitch actually runs to.

Client & account directors

Status you can share without chasing anyone, and a delivery date that holds when a supplier stalls mid-field.

Consultants & analysts

Sample you can defend line by line — quality gates applied before the data lands, not questions asked after it does.

Commercial & finance

Negotiated CPIs and reconciled invoices with evidence attached — pass-through costs that stand up to a client's procurement review.

Running fieldwork as your core business, or in-house for one brand?

See everyone we help
See it on your own work

See it run on your next client study.

The fastest way to evaluate FieldworkOS is on a real project — the next brief that needs primary data. It works alongside your survey platform and whatever supplier relationships you already have.

  • No fieldwork hires to make first
  • Supplier relationships stay in your name
  • Costs reconciled with evidence for client billing