Category Usage & Attitudes Template: Free Download

Map spontaneous brand awareness, imagery, and competitive positioning before any prompting.

Download free template

Overlapping document and spreadsheet icons, the spreadsheet showing checkmarks in its first column, on an orange gradient background.
Overlapping document and spreadsheet icons, the spreadsheet showing checkmarks in its first column, on an orange gradient background.

TL;DR

A Usage & Attitudes study maps how people actually behave in a category: what they buy, why they choose it, and where the category falls short. This template covers gut associations, purchase drivers, brand repertoire, and occasion mapping, with an on-camera pantry tour to ground the conversation in real behavior rather than claimed habits. Use the plain-text template at the end to run this study AI-moderated across any category.

What Usage & Attitude research actually tells you

A U&A study is the foundational read on a category. It answers who buys, why they buy, how they choose between options, and what role the category plays in their broader routine.

The value is in grounding self-reported behavior against physical evidence. A pantry or shelf tour, filmed on camera, checks what someone says against what they actually keep at home. The gap between the two is often the most useful finding in the whole study.

This template also separates awareness from repertoire. Naming a brand unprompted is not the same as buying it regularly, and the two get confused constantly in category research.

What this template covers

Seventeen questions across one section. The logic flows in five stages:

  • Warm up on gut associations with the category

  • Map purchase behavior, decision drivers, and the category's role in a wider routine

  • Capture unaided brand recall, then brand preference and associations

  • Explore motivations, occasions, and needs driving category use

  • Ground the conversation with an on-camera pantry tour and close on unmet needs

Question five is the unaided brand recall moment. It must run before any brand list appears, since naming a brand yourself would contaminate spontaneous salience. Question six then shows a brand list to capture preference, deliberately sequenced after the unaided question, not before it.

Questions eleven through thirteen are the pantry tour: participants film what they actually keep at home, then narrate their favorite product on camera. Question seventeen closes on white space, the gap between what the category currently offers and what would fully satisfy the need.

How to set up this study for your category

A few stetup rules:

  • Swap the category and brand list options in question six for your own category and competitive set

  • Recruit a mix of heavy, light, and lapsed category users, not just current buyers

  • Confirm participants can access their pantry, cupboard, or storage area on camera before fielding

The camera requirement means this study only works on mobile. Build that into your screener and participant instructions upfront.

Where Usage & Attitude research goes wrong

Three failure modes to watch for:

  • Skipping the unaided recall sequence. If a brand list appears before question five, you lose the spontaneous salience read entirely.

  • Treating awareness as loyalty. A brand that comes to mind is not necessarily a brand someone buys. Always separate the two explicitly.

  • Rushing the pantry tour. The physical evidence is the point of this study. If participants film too quickly, you lose the detail that makes the behavioral data useful.

Three failure modes to watch for:

Running Usage & Attitude studies with Conveo

Conveo's AI moderator handles the camera-based sections without a human moderator present, prompting participants to slow down, show product labels clearly, and narrate what they are showing.

  • Follow-up depth adjusts automatically, from surface scan on simple questions to deep dive on brand loyalty and unmet needs

  • Video footage from the pantry tour is analyzed alongside the transcript, so visual evidence and spoken answers are captured together

  • Thematic analysis surfaces repertoire patterns and unmet needs across participants without manual coding

Want to see how this template runs inside Conveo?

Overlapping document and spreadsheet icons, the spreadsheet showing checkmarks in its first column, on an orange gradient background.

Category Usage & Attitudes Template: Free Download

Download free template

Frequently asked questions.

Frequently asked questions.

A foundational category research method that maps who buys a category, why, how they choose between options, and what role it plays in their routine. It combines behavioral and attitudinal data to build a full picture of category dynamics.
Filming what someone actually has at home checks self-reported behavior against physical evidence. People often misremember or round up their own habits, and the tour surfaces the real repertoire.
Awareness is which brands come to mind. Repertoire is which of those brands someone actually buys regularly. A study should always ask both, in that order, to avoid conflating the two.
10 to 15 participants per key segment is typical for qualitative thematic saturation. Larger studies intended to inform quantitative tracker design may need more.
Yes. The pantry tour requires a mobile phone with a working camera. Build this into your screener before fielding.
U&A studies are typically run every 12 to 24 months, or ahead of a major innovation or repositioning decision, since category norms shift slowly compared to brand perception.

Decisions powered by talking to real people.

Automate interviews, scale insights, and lead your organization into the next era of research.