Idea Screening
Evaluate and prioritize your early-stage product ideas, service concepts, or creative directions using AI personas before investing in full development. This synthetic research approach helps you identify which concepts have the strongest market potential, understand what drives consumer interest, and avoid costly mistakes by filtering out weak ideas early. Get instant insights into market appeal and competitive positioning without the time and expense of traditional idea screening with real respondents.

What is it Used For?
Idea screening filters and evaluates multiple product concepts, service ideas, or creative directions to identify which ones have the highest potential for market success. This market research methodology helps businesses make data-driven decisions about where to invest their limited development resources by measuring market appeal, uniqueness, and purchase intent across different concepts. Companies use idea screening to narrow down large pools of brainstormed ideas before moving to full concept development, test different value propositions or positioning strategies to find what resonates most strongly with target audiences, evaluate creative campaigns, product features, or service offerings before committing resources to production, validate assumptions about what customers want and need in new products or services, identify unexpected winners that might have been overlooked in internal discussions, and reduce the risk of launching products that fail to connect with their intended market. The methodology works particularly well when you have multiple concepts competing for resources, need to understand which benefits or features matter most to customers, or want to validate innovative ideas that challenge conventional thinking.
Real-World Example
I was working with a premium co-living space in London that was positioned as a high-end, WeWork-style living experience. The monthly cost was quite expensive, and they weren't sure what their main value propositions should be to justify the premium pricing.
They had several different concepts they wanted to test. The first was positioning co-living as a solution to loneliness - emphasizing community and social connections. The second focused on the professional benefits - you could bring clients back to meeting rooms, take calls in nice spaces, access quality coffee and work amenities. The third was a concierge-to-the-city experience where residents could talk to lobby staff to find out what to do that night, essentially serving as a gateway to London for busy professionals.
We ran idea screening to test these three core value propositions across different customer segments. We wanted to understand which concepts resonated most strongly and with which types of potential residents.
The results revealed some fascinating insights. While all three concepts had merit, the professional amenities angle scored highest overall - people loved the idea of being able to work and meet clients in an elevated environment. But the biggest surprise came from a feature we'd almost overlooked: the fact that the space was pet-friendly.
For certain segments, particularly young professionals who were new to London, the pet-friendly aspect was actually one of the biggest draws. This hadn't been a major focus in their marketing, but the screening revealed it was a genuine differentiator that competitors weren't emphasizing.
We immediately incorporated these insights into their Google Ads campaigns. Instead of generic co-living messaging, we created targeted campaigns that emphasized the professional amenities for business-focused segments and doubled down on the pet-friendly messaging for the segments where it scored highest.
The idea screening helped them focus their marketing spend on the messages that actually drove interest, rather than guessing about what mattered most to their premium target market.
How to Conduct This Research in Ask Rally
Step 1: Define Your Idea Set
Start by clearly articulating each concept you want to test. Write brief descriptions that capture the core value proposition, key features, or main benefits of each idea. Keep descriptions consistent in length and detail level. Include 5-15 ideas for comprehensive screening.
Step 2: Generate Your Target Personas
Create AI personas that represent your target market segments. Consider demographics, psychographics, lifestyle factors, and relevant behaviors. For broad market screening, generate 200-500 personas. For focused studies, 100-200 personas provide solid insights.
Step 3: Present Ideas Consistently
Share each concept with personas using standardized descriptions. Include enough detail for informed evaluation without overwhelming with unnecessary complexity. Consider using visual aids or mockups when concepts benefit from illustration.
Step 4: Measure Core Screening Metrics
Evaluate each idea on key dimensions that predict market success: overall appeal and interest level, uniqueness compared to existing alternatives, relevance to personal needs and situations, believability and feasibility, and likelihood to recommend or purchase. Ask personas to explain their reasoning to understand the drivers behind their responses.
Step 5: Use Sequential Monadic Testing
Present each persona with one idea at a time to avoid comparison bias. This approach provides unbiased feedback on individual concepts and prevents weaker ideas from appearing artificially strong when compared to very poor concepts.
Step 6: Analyze Performance Patterns
Identify concepts that score consistently high across multiple metrics. Look for ideas that combine strong appeal with high uniqueness and purchase intent. Segment results by persona characteristics to find your strongest target audiences for each concept.
Step 7: Identify Unexpected Winners
Pay attention to concepts that perform better than internal expectations or ideas that resonate strongly with specific segments. These hidden gems often represent the biggest opportunities for competitive advantage.
Step 8: Prioritize Development Resources
Use screening results to create a prioritized roadmap for concept development. Focus resources on concepts with the strongest overall performance and clearest path to market success. Consider secondary concepts for future development phases.
Starter Prompt Template
Use this prompt template to get started with idea screening in Ask Rally:
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