Industry reports
An industry report is a piece of content that presents original research and analysis on a specific topic, trend, or sector. By gathering new data--or analyzing existing data in a new way--you create a valuable asset that establishes your company as an authority, generates high-quality backlinks, captures leads, and earns media attention.
- Effort
- Medium
- Cost
- Medium
- Time to first result
- 30-60 days
- Best for
- B2B SaaS, content-heavy brands
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Why this works
People crave data and authority. A well-researched report provides fresh, credible insights that journalists, bloggers, and other founders want to cite. Every citation is a backlink and a brand mention, building your SEO and domain authority. Instead of just another blog post, you're creating a foundational piece of content that serves as a 'linkable asset'.
Reports also make fantastic lead magnets. By offering the full report in exchange for an email address, you build a list of self-qualified prospects who are actively interested in your industry. Featuring quotes from experts in your report not only adds credibility but also gives those experts an incentive to share the final product with their own audiences, amplifying your reach instantly.
Three real examples
HubSpot's State of Marketing Report
HubSpot's annual 'State of Marketing' report is a masterclass in this playbook. They survey thousands of marketers to identify current trends, challenges, and strategies. This report generates a massive number of leads, gets cited in countless articles, and solidifies HubSpot's position as a leader in the marketing space.
Source: HubSpotOkta's Businesses at Work Report
Okta uses its own anonymized product data from thousands of apps to produce the 'Businesses at Work' report. It reveals which apps are growing fastest and how companies are building their tech stacks. This turns their internal data into a powerful marketing asset that gets covered by major tech publications and reinforces their brand as a central player in the business software ecosystem.
Source: OktaBuffer's State of Remote Work Report
Buffer, a company known for its remote-first culture, has been publishing a 'State of Remote Work' report for years. By surveying remote workers, they create the go-to resource on the topic. This aligns perfectly with their brand, builds immense trust, and provides a lead magnet that attracts their ideal customers and talent.
Source: BufferUse a tool like Canva to create 5-10 social media graphics, each highlighting one key stat from the report, for your launch-week promotion.
The step-by-step playbook
- 1
Step 1: Choose Your Angle
Select a topic that is core to your business and interesting to your target audience. Look for a niche or a new angle. Instead of a broad 'State of Marketing' report, maybe it's 'The State of AI in Marketing for Small Businesses'.
- 2
Step 2: Define Your Methodology
Decide how you'll get your data. Will you survey your audience? Analyze publicly available data? Use your own product's anonymized data? A clear, defensible methodology is key to building trust.
- 3
Step 3: Gather Your Data
Use a tool like Tally.so or SurveyMonkey to create and run your survey. Aim for a statistically significant number of responses (200+ is a good start). If you're analyzing existing data, compile it into a clean, usable format.
- 4
Step 4: Seek Expert Quotes
Identify 5-10 influential people in your industry. Reach out with a specific data point you've found and ask for their 1-2 sentence reaction. This adds credibility and expands your promotional reach when they share.
- 5
Step 5: Analyze and Find the Narrative
Go through your data and look for the story. What are the most surprising or counter-intuitive findings? What's the main headline? Pull out 3-5 key takeaways that will form the backbone of your report.
- 6
Step 6: Write and Design the Report
Write the report, starting with a clear executive summary of your key findings. Use charts and graphs to visualize the data. Make it professional but easy to scan. You can use tools like Canva or hire a freelancer on Upwork for design.
- 7
Step 7: Create a Gated Landing Page
Build a landing page to host your report. Show the key takeaways and a preview, but require an email address to download the full PDF. This is how the report becomes a lead generation machine.
- 8
Step 8: Launch and Promote
Email your list, share on social media, and send it to the experts you quoted. Personally email journalists and bloggers who cover your industry with your key findings, offering the full report and an interview.
The Ask: Get Expert Quotes
Use this template to reach out to industry leaders. The key is to be concise and make it easy for them to say yes by showing them the data point first.
Subject: Quote for our {Industry} report?
Hi {FirstName},
My name is {YourName}, and I'm the founder of {YourCompany}. We're putting together a report on the state of {YourIndustry} for 2024.
We just analyzed the data from {NumberOfRespondents} professionals, and one of our key findings is:
'{SurprisingDataPoint}'.
We're asking a few experts for their take. Would you be open to providing a 1-2 sentence reaction to this finding? We'd of course credit you and link back to your site in the report.
The deadline is {Date}.
Thanks,
{YourName}Questions to ask yourself
- What unique data can we access (our users, public data, surveys)?
- What's a niche topic our competitors haven't covered yet?
- What is the single most interesting story the data is telling us?
- Who are 10 dream experts we'd love to feature in our report?
- What's our promotion plan? Who will we email on launch day? (Don't start without this)
The most important questions are about your unique data angle and your promotion plan. A great report with no promotion is a wasted effort.
Recommended tools
Tally.so
Free, Pro at $29/moThe best tool for creating beautiful, powerful surveys to collect your own data. The free plan is incredibly generous.
Jasper.ai
Starts at $39/moUse AI to help you brainstorm report angles, write promotional copy, and even draft sections of the report based on your data points.
Email Octopus
Free up to 2,500 contactsA simple and affordable tool for your email outreach to journalists and for distributing the report to your mailing list.
Fathom AI
FreeUse this AI meeting assistant to record and transcribe interviews with experts, making it easy to pull out the perfect quotes for your report.
Prices are indicative and change - check the vendor before buying.
Do it faster with AI Prompts
Brainstorm Report Angles
I run a SaaS company that provides {YourProductDescription}. My target audience is {YourAudience}. Generate 10 potential ideas for an original industry report we could create. Focus on niche, data-driven topics that haven't been covered to death. For each idea, suggest a key data point we could investigate.
Draft Quote Request Email
I'm writing a report on '{ReportTopic}'. One of our key findings is '{DataPoint}'. Draft a concise email to an industry expert named {ExpertName} asking for a 1-2 sentence quote reacting to this finding. The email should be from {YourName} at {YourCompany} and mention the deadline of {Date}. Make it feel personal and respectful of their time.
Outline Report Structure
I've completed my research for an industry report on '{ReportTopic}'. My three key takeaways are: 1. {KeyTakeaway1} 2. {KeyTakeaway2} 3. {KeyTakeaway3} Based on these, create a detailed outline for the report. Include an Executive Summary, sections for each key finding with suggested chart types, and a conclusion.
Mistakes that kill this play
- Choosing a boring or overly broad topic.
- Not having a clear promotion plan before you start.
- Making the report too long and academic. Keep it scannable.
- Hiding your best data deep inside the report. Put it upfront.
- Not including quotes from external experts.
- Forgetting to build a dedicated, gated landing page for lead capture.
- Failing to personally email the report to journalists and influencers in your space.
Your first 7 days
- Day 1: Choose your main topic and 3 potential niche angles.
- Day 2: Decide on your methodology (survey, public data, internal data). Draft your survey questions using Tally.so.
- Day 3: Build a list of 20 industry experts to contact for quotes later.
- Day 4: Launch your survey and start promoting it on social media and to your email list.
- Day 5: While data comes in, use Jasper.ai to draft promotional copy and your outreach email template.
- Day 6: Start initial data analysis. Look for the most surprising or interesting early results.
- Day 7: Send your first outreach emails to 5 experts, sharing an early data point to get their reaction.
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Get the full playbook - scripts, tool stack and checklist - delivered as a single email you can act on today.
No spam. One email, and only what is worth reading.