The Wealth
Experiment
Start an experiment

Consulting · Full playbook

AI Research Analyst

Research anything a client doesn't have time for — competitors, markets, vendors, pricing — using AI to dramatically increase how much real research one person can produce. A strong fit for analytical people who aren't designers, marketers, or developers.

Experience
Beginner
Planning time
10-20 hours/week
Starter budget estimate
$0-$100

Illustrative planning ranges, not earnings projections. Check the full costs and customer demand for your own situation.

Is this a fit?

Research anything a client doesn't have time for — competitors, markets, vendors, pricing — using AI to dramatically increase how much real research one person can produce. A strong fit for analytical people who aren't designers, marketers, or developers.

Skills to bring or develop

  • Research
  • Critical Thinking
  • Writing
  • AI Prompting

The starting sequence

  1. Choose a research specialty and target buyer
  2. Build a research methodology and report template
  3. Produce 2-3 sample reports on real, public topics
  4. Offer 3-5 free or discounted research sprints
  5. Set pricing and publish a simple service page

Find your first customers

Treat this customer profile as a starting hypothesis. Talk to people in this role and find out what they already do, what it costs them, and whether they want help.

Role

Founder, consultant, or business development lead

Industry

Agencies, consulting, B2B services

Problems to investigate

  • Knows research would help a decision but never has time to do it properly
  • Google searches only get surface-level information, not synthesized insight
  • Has made a bad vendor/hire/market decision before due to insufficient research

Channels to test

  • LinkedIn
  • Referrals
  • Cold Email
  • Communities

First launch approach

Pick one research specialty (competitor intel, vendor research, market sizing) and one target buyer type (agencies, consultants, small B2B companies). Do 3-5 free or heavily-discounted research sprints for real contacts to build case studies before charging full price.

Ways to find your first customer

  • Offer a free "sample research sprint" to 3-5 people in your network to build proof and testimonials
  • Post a real (anonymized) research finding on LinkedIn to demonstrate the quality of your work
  • Reach out directly to agencies and consultants who constantly need client/market research but don't have time
  • Partner with a consultant or agency who can refer overflow research work to you

Content ideas

  • Anonymized excerpts from real research reports showing the format and depth
  • A framework post: "How I research a competitor in 4 hours"
  • Before/after: a messy research question turned into a clear, actionable report

Shape the offer & delivery

These are example packages to adapt, not current market rates or promises of sales. Choose one deliverable, set a revision limit, and test the scope with a real buyer before expanding.

Research Sprint

$250-$750 example price

  • One focused research question answered
  • Written report with sources
  • 3-5 business day turnaround

Market Intelligence Report

$750-$2,000 example price

  • Deep-dive competitor or market analysis
  • Structured findings with recommendations
  • 1-2 week turnaround

Monthly Research Desk

$1,000-$3,000/mo example price

  • Ongoing research on-demand
  • Weekly or biweekly deliverables
  • Priority turnaround

Build and deliver the offer

Service delivery

Packages

Name

Research Sprint

Deliverables

  • Written report answering one focused research question
  • Cited sources

Timeline

3-5 business days

Included in this example

  • One live findings call (15-20 min)
  • Verified sources, not just AI-generated claims

Name

Market Intelligence Report

Deliverables

  • Deep-dive competitor or market analysis
  • Structured findings with recommendations

Timeline

1-2 weeks

Included in this example

  • Executive summary + full findings
  • 1 revision round

Client onboarding

Step

Get a clear, specific research question from the client (not "research my industry")

Who handles it

client

Step

Confirm sources the client trusts/distrusts before starting

Who handles it

you

Step

Deliver findings with every factual claim traceable to a real source

Who handles it

you

Kickoff conversation

  • Nail down the exact research question and what decision it will inform
  • Confirm scope and any sources to prioritize or avoid
  • Set delivery format and turnaround

Your launch roadmap

Work through the phases at your own pace. Durations and task hours are estimates; client conversations, sales, and other outcomes depend on the response you receive. Growth and exit steps are optional later decisions.

01 · Foundation 1 week · suggested pace

Pick a research specialty and build your first sample reports

  1. Pick one type of research (competitor intelligence, vendor research, market sizing, pricing research) and one buyer type (agencies, B2B founders, consultants). Narrow beats broad here — "I research anything" is a harder sell than "I research competitors for B2B SaaS companies."

    Target deliverable: A one-line positioning statement: who you research for and what kind of question you answer

    Tool examples: Notion

    Planning allowance: 2 hours · AI can assist; review the output

  2. Define your actual process: which AI tools you use for search/synthesis, how you verify claims before including them, and what a finished report looks like (structure, length, executive summary format).

    Target deliverable: A reusable report template + a documented verification step for any AI-sourced claim

    Tool examples: ChatGPT, Claude, Perplexity

    Planning allowance: 4 hours · AI can assist; review the output

  3. Research something genuinely useful (a competitor in your own network's industry, a real market question) and produce a full report to that standard. This becomes your portfolio.

    Target deliverable: 2-3 polished sample reports to show prospective clients

    Tool examples: ChatGPT, Claude, Google

    Planning allowance: 8 hours

02 · First Clients 2-3 weeks · suggested pace

Land the first paid research engagements and build real case studies

  1. Reach out to your network and offer a heavily-discounted or free first research sprint in exchange for a testimonial and permission to reference it (anonymized if needed).

    Target deliverable: 3-5 completed sprints with testimonials

    Tool examples: LinkedIn, Email

    Planning allowance: 6 hours

  2. Use your real sample reports and testimonials to set pricing for the 3-tier structure (sprint, deep report, monthly desk) and get a basic page live so people can see what you offer.

    Target deliverable: A live service page with pricing and samples

    Tool examples: Notion, Carrd

    Planning allowance: 4 hours

03 · Exit 60 days · suggested pace

Prepare your AI research analyst business for sale, acquisition, or hands-off operation

  1. Create comprehensive standard operating procedures covering every repeatable process in your AI research analyst business — client onboarding, delivery workflows, billing, and support. A buyer needs to run this without you.

    Target deliverable: Complete SOP handbook with video walkthroughs

    Tool examples: Notion, Loom, Google Docs

    Planning allowance: 12 hours · AI can assist; review the output

  2. Record the questions this step raises for your business, location, and circumstances. Confirm requirements and assumptions with current official sources and a qualified professional before acting.

    Target deliverable: Valuation estimate with supporting financials

    Tool examples: Google Sheets, ChatGPT

    Planning allowance: 6 hours · AI can assist; review the output

  3. Organize all financial records, contracts, customer data, IP documentation, and legal documents into a virtual data room that a buyer or their advisor can review.

    Target deliverable: Organized virtual data room

    Tool examples: Google Drive, Google Sheets

    Planning allowance: 10 hours

  4. Identify every area where the business depends on you personally. Delegate, automate, or document each one. Test by taking 2 weeks off and measuring impact.

    Target deliverable: Owner dependency scorecard (before/after)

    Tool examples: Notion, Zapier, Slack

    Planning allowance: 20 hours

  5. Create a teaser document (blind profile) for your AI research analyst business and either list on marketplaces (Acquire.com, Flippa, Quiet Light) or reach out directly to 5-10 potential acquirers.

    Target deliverable: Teaser document + 5-10 buyer conversations started

    Tool examples: Acquire.com, Google Docs, Email

    Planning allowance: 8 hours · AI can assist; review the output

Checking a task saves its checkmark in this browser. It does not run an AI agent or confirm a business result. Reset removes this guide’s checkmarks. Saved work does not sync between devices.

Tools, budget & effort

These are tools named in the original playbook, offered as examples to evaluate. Check current capabilities, pricing, licensing, and data handling with the provider before subscribing. Start with the tools you already have.

  • ChatGPT
  • Claude
  • Perplexity
  • Google

Tools to evaluate

Item

ChatGPT/Claude paid tier

Why consider it

Free tiers cap usage too low for real research volume

Item

Perplexity (or similar AI search tool)

Why consider it

Purpose-built for cited, sourced research answers — faster and more verifiable than a general chatbot alone

Make the numbers your own

Include setup, subscriptions, selling, fulfillment, revisions, support, and your time. Use your actual inputs and compare a cautious case with a better case.

Open the experiment calculator →

AI roles & prompt templates

Assign a clear job, provide approved inputs, and review the result. These are role and prompt ideas; this page does not run AI or connect your accounts.

Business Advisor

Help me figure out which 3 questions actually matter most for this research request

Sales Optimizer

Draft an outreach message offering a free sample research sprint to an agency owner

Use the first task above as your opening prompt. Include your audience, desired output, constraints, and how you will judge quality.

Build a personal AI team plan →

Your first small test

  1. Choose one customer. Find five people who have the problem described in this guide.
  2. Show one useful sample. Ask about their current process, priorities, and objections.
  3. Offer a clearly scoped pilot. Agree on deliverables, a price to test, and what success means.
  4. Record the evidence. Track responses, costs, hours, and what the buyer actually used. Decide whether to continue, change, or pause.

Explore related ideas

Adapted from Ashley’s Waymaker side-hustle playbooks, imported October 15, 2026. This is a published snapshot, not a live connection to your Waymaker account. Source examples are planning material, not verified customer outcomes. Explore Waymaker.

Free download · The Experiment Scorecard

Know if your side idea is actually working.

A 6-page scorecard for testing one income idea: the signal ladder, a four-week evidence log, the true-cost check, and a clear continue / change / pause decision. Download it now, with no signup required. You can also request occasional notes from Ashley’s experiments.

Download the free scorecard

Follow at your own pace

Keep a place
in the experiment.

Read the latest field note, or add the free feed to your RSS reader for new articles and build walkthroughs.

Email signup is not available yet. The journal, feed, and downloads are ready to use.