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Scaling Primary Research Without Sacrificing Quality: A Look at AI Moderation

Research teams rarely run out of questions. They run out of time to get answers from experts.

A live expert call is still the best way to pressure-test a new thesis. But coordinating Advisors’ and analysts’ schedules limits how many calls a team can conduct each week, even as the list of worthwhile questions continues to grow.

Consider a diligence team is scoping five potential targets in an unfamiliar subsector. Each may warrant several expert perspectives before the team can determine which two merit deeper exploration through a live call. Booking that many calls simply to get oriented can be a significant lift at a stage that needs to move quickly.

That’s the gap AI Moderation is built to close.

What AI Moderation does

AI Moderation lets you conduct expert interviews without scheduling a live call. Build your interview guide directly in Guidepoint360 — with AI assistance, a template, or from scratch — or send it to your Guidepoint team to set up if you’d rather hand it off. Once it’s ready, an Advisor completes the interview on their own time, typically within 48 hours, and you get a transcript back — no calendars to align, no call to attend.

It isn’t a replacement for live conversation. It’s a way to broaden coverage before deciding where live conversation earns its place. Run AI-moderated interviews across a wider set of Advisors and companies first, then bring the sharpest, most consequential questions to a live call with the right Advisor.

Where it fits in the workflow

  • Early-stage scoping. Get first-hand perspective across a broad set of targets before narrowing to what’s worth a live conversation.
  • Structured data alongside open-ended insight. Combine open-ended questions with multiple choice, rating, ranking, and NPS formats to capture qualitative and quantitative answers in the same interview.
  • Testing a new question fast. Update the interview guide mid-project and get responses to a new line of inquiry within days, not weeks, of rescheduling.

Compliance built in, not bolted on

AI Moderation runs on the same compliance framework as a standard consultation — the same Advisor vetting, review, and approval. Every question in the guide is asked verbatim, follow-ups stay within limits you set, and compliance teams can review a transcript — and make redactions if needed — before it’s delivered. Content stays client-owned and confidential, with no use in model training.

Speed without shortcuts

Clean transcripts, no crosstalk, questions and answers only — easier to search and synthesize once the interview is done, including with AskGP across a full project. The value isn’t just fewer emails back-and-forth to find a time that works. It gives teams the capacity to pursue more of the research they want to conduct at the pace their decisions demand.

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