What makes a research report worth gating?
A research report is worth gating when it contains something a buyer can't get anywhere else. That usually means original data: a survey of people in your market, an analysis of public data nobody has pulled together, or numbers from your own product that no competitor has. A report that summarizes what everyone already knows won't earn many signups, and nobody will cite it.
The second thing that matters is how much of the report you gate. Hiding everything behind a form gets you a handful of leads and almost no citations, because journalists, bloggers, and AI assistants can't quote a number they can't see. Publishing everything gets you citations but no leads. The reports that work best do both. The headline findings sit on an open page anyone can read and quote. The full report, with the charts by company size or role, the method, and the complete data, waits behind a short form. Every quote of a headline number sends curious readers back to the page where they can get the rest.
Producing a report like this has traditionally meant hiring a research firm or losing a quarter of your team's time. Someone has to choose the question, write and field the survey, clean and analyze the responses, write the report, design it, build the landing page, and then promote it. Most of those steps are research, writing, and analysis, which is work an AI agent does well when it has the right data sources and tools.
Kite is an AI marketer. It researches your business, builds a growth strategy, and ships the work that brings you new customers. A research report is one of the larger pieces of work it can run from start to finish. Here's how it works.
How Kite produces a gated research report
Kite starts with what it already knows about your company: your positioning, your customers, your competitors, and the questions your buyers ask. It uses that to propose a research question and a way to answer it, along with the headline findings it expects the report to test. Once you agree on the plan, Kite gathers the data, analyzes it, and writes the report in your brand voice.
Then Kite builds the two pieces that make the report work. One is an open findings page with the most quotable numbers. The other is a landing page with a form that delivers the full report. After you approve both, Kite publishes them, announces the report through your email list and social accounts, and pitches it to the writers who cover your market. It then measures how many people read the findings, how many download the report, and who quotes it.
- Choose a question your market wants answered
- Gather original data
- Turn the data into findings people can quote
- Write and design the report
- Publish the findings openly and gate the full report
- Promote the report
- Measure downloads, leads, and citations
Choose a question your market wants answered
A research report earns attention when it answers a question people in your market are already asking but can't answer with confidence. Kite looks for those questions in the places buyers ask them. It checks search demand for the topic, reads discussions on sites such as Reddit, X, and Hacker News, and looks at what competitors and industry publications have already published. It also asks which questions AI assistants such as ChatGPT and Perplexity answer vaguely, because a vague answer usually means there's no good source yet.
From that research, Kite proposes a question and a working title, such as "How 300 B2B marketing teams staff their content programs in 2026." It also lists the three to five headline findings the report should test and explains why each one would interest your buyers. Writing the expected findings down first keeps the survey or data pull focused on the numbers that will matter, and it gives you a clear point to say "yes, that's the report we want" before any data is gathered.
Gather original data
Kite can gather the data for a report in three ways, and many reports combine them.
The first is a survey. Kite writes the questions, including the questions about role and company size that you'll need later to break down the results. It then builds the survey in your connected Typeform account. To collect responses, Kite can write the invitation email for your list and send it through HubSpot or Mailchimp once you approve it. It can also write social posts asking people to take part, and it can build a list of people who fit the profile you want to hear from and draft personal invitations to them.
The second is public data that nobody has pulled together. Kite's built-in research sources cover company funding and hiring, company news, search demand, the ads companies are running, website performance, and how brands appear in AI answers. That makes some reports possible with no survey at all. For example, Kite can check how 200 companies in your category show up when buyers ask ChatGPT, Gemini, Perplexity, and Claude for a recommendation. It can also compare hiring for marketing roles across a market, or measure page speed across the leading sites in an industry.
The third is your own data. Numbers from your product or customer base, such as how customers use a feature or how long a typical project takes, are the hardest for a competitor to copy. Kite can read those numbers from a connected tool such as PostHog or a spreadsheet, or from a file you share with it.
Turn the data into findings people can quote
Kite analyzes the data against the findings it set out to test. It reads the survey responses from Typeform, or pulls the public or product data, and works out the numbers behind each finding. Then it breaks them down by the groups that matter to your buyers, such as company size, role, or industry.
Each finding in the report states the number of responses or records behind it. When a finding rests on a small group, such as 40 respondents at companies with more than 1,000 employees, Kite says so beside the number. Kite also keeps sourced facts separate from its own interpretation of them. That honesty is what makes a report citable, because a writer who quotes your number needs to know what it's based on.
The analysis often turns up something nobody expected. When a finding contradicts the plan, such as small teams spending more on content than large ones, Kite reports it and suggests making it a headline. Surprising findings are the ones people share.
Write and design the report
Kite writes the full report in your brand voice, using your positioning and what it knows about your customers. A typical report opens with a summary of the headline findings. Next come a section for each finding with its charts, a section on what the findings mean for the reader, and a method section. The method section explains who was surveyed or which data was used, when, and how many responses or records the report covers.
Kite designs the report using your brand colors, fonts, and logo, and creates charts for each finding. It delivers the finished report as a PDF ready for download. It can also prepare a hosted version of the report with charts readers can explore. You review the draft and the design before anything is published, and you can ask for changes in plain language, such as "lead with the hiring finding" or "cut the section on agencies."
Publish the findings openly and gate the full report
Kite builds two pages on your website. The first is an open findings page that states each headline number plainly, explains how the data was gathered, and links to the full report. This is the page journalists, bloggers, and AI assistants can read and quote. Kite writes it so each finding can stand on its own, with a clear heading, the number, and one or two sentences of context.
The second is the landing page for the full report. It describes what's inside the report and asks for the details you choose, such as name, work email, company, and role. When a visitor submits the form, the page gives them the PDF. Each submission reaches your team's leads inbox in Kite and the inbox of the site's owner. If you connect Mailchimp, Kite also adds each person to your Mailchimp audience with a tag for the report.
If you'd rather gate the report with your own Typeform form, Kite builds that form in your Typeform account and sets its closing screen to link to the report. It then checks for new responses on a schedule you choose and adds each person to HubSpot as a contact, so sales can see who downloaded the report.
On a website Kite hosts, it publishes both pages directly once you approve them. If your site runs on Webflow, WordPress, Contentful, Sanity, or Storyblok, Kite publishes through your connected content system.
Promote the report
A report needs a launch, and Kite plans one around the findings. It writes the announcement email for your list and sends it through HubSpot or Mailchimp after you approve it. It also turns the headline findings into a series of social posts with suggested timing, one finding per post, and publishes them through your connected social accounts when you authorize it.
Kite also pitches the report to the people who are likely to quote it. It finds the journalists, newsletter writers, and bloggers who cover your market and reads their recent work. Then it drafts a pitch for each one that leads with the finding most relevant to what they write about. For more on how Kite researches reporters and personalizes pitches, see Run a media outreach campaign.
Measure downloads, leads, and citations
After launch, Kite measures the report on three counts: readers, leads, and citations. On a website Kite hosts, its built-in analytics show how many people visited the findings page and the landing page, where they came from, and how many submitted the form. Sources include search, email, social, and AI assistants such as ChatGPT and Perplexity. Kite compares how many visitors each source sent, so you can see whether the announcement email or the LinkedIn posts brought in more readers.
For leads, Kite can check which people who downloaded the report later turned into deals in HubSpot. For citations, Kite can watch the web for pages that mention the report or its findings and tell you when a new one appears. It can also track whether AI assistants start citing your findings page when buyers ask about the topic. For more on that measurement, see Improve your visibility in AI answers.
The results shape the next edition. If one finding drew most of the attention, Kite suggests building next year's survey around it. If one channel brought in most of the qualified leads, Kite plans the next launch around that channel.
What you get
A research plan
The question the report answers, the headline findings it will test, and where the data will come from, for you to approve before any work starts.
A survey or data set
A survey built in your Typeform account with the invitations to fill it, or a data set gathered from Kite's built-in research sources or your own tools.
The full report
A branded PDF with a summary, a section for each finding with its charts, and a method section that states what the numbers are based on.
An open findings page
The headline numbers on a page anyone can read, written so journalists and AI assistants can quote each one.
A landing page that collects leads
A form that delivers the report and sends each new lead to your leads inbox in Kite, your Mailchimp audience, or HubSpot.
A launch
An announcement email, a series of social posts, and pitches to the writers who cover your market.
A results report
Visits, downloads, visitors by traffic source, deals from report leads, and the sites quoting your findings.
How to get started
Start by telling Kite what kind of report you want. You might say, "We want an annual report on how mid-market finance teams choose software," or "Turn our survey results into a report we can use for lead generation." If you don't have a topic yet, ask Kite to suggest a few research questions your buyers care about.
Kite proposes the research question, the headline findings it expects to test, where the data will come from, and a rough timeline. You approve or adjust the plan. Kite then asks for anything it needs from you, such as your own data or a decision about which details the form should ask for.
To run a survey, connect your Typeform account. To send invitations and the launch email to your own list, connect HubSpot or Mailchimp. To add report leads to your CRM, connect HubSpot. Kite's research sources and website tools are built in, so a report based on public data and published on a site Kite hosts needs nothing else connected.
Kite asks for your approval before it publishes a page, sends an email, or posts on social media. You can approve each piece with the Approve or Publish button in the Kite web app or in Slack, or by replying in the conversation.
Integrations used to produce a gated research report
Kite gathers public data with its own research sources and publishes to a website it hosts without any connection. Connections come in when the survey, your email list, or your CRM lives in a tool your team already uses.
Run the survey and collect responses
Send invitations and add report leads

Kite sends the survey invitation and the launch email to your HubSpot contacts after you approve them, adds people who download the report as contacts, and checks which of them later become deals.
Kite sends invitations and the launch email to your Mailchimp audience, and the report's landing page adds each person who downloads it to that audience with a tag for the report.
Common questions
Is a gated report a good way to collect leads?
Yes, when the report contains original data that buyers can't find elsewhere and you gate only the full report. A gated report brings in people who cared enough about the topic to ask for the details, which makes them better leads than most website visitors. Gating everything limits how far the report travels, though, because nobody can quote numbers they can't see. Kite publishes the headline findings openly so they can be quoted and shared, and keeps the breakdowns, charts, and method behind the form.
How many survey responses does a research report need?
A report needs enough responses for each headline finding to hold up, including in the groups you plan to break it down by. A few hundred responses is a common target for an industry survey, but the right number depends on how narrow your audience is and how finely you split the results. Kite states the number of responses behind every finding. If a group is too small to support a confident number, Kite either combines it with a similar group or reports it with a note about its size.
Can I produce a research report without running a survey?
Yes. Some of the most quoted reports are built from public data that nobody had pulled together. Kite's built-in research sources cover company funding and hiring, company news, search demand, advertising, website performance, and how brands appear in AI answers. That's enough for reports such as which companies in a category AI assistants recommend most, or how hiring for a role changed across a market over a year. Data from your own product is another option, and it's the hardest for a competitor to match.
How long does it take to produce a research report?
Most of the time goes into collecting survey responses, which usually takes a few weeks depending on how many people you invite and how often you remind them. Kite does the planning, analysis, writing, design, and page building in far less time than a team doing the same work by hand. A report built from public data or your own product data can skip the survey wait entirely. Kite gives you a timeline with the plan, so you know when to expect the draft.
How do I make an annual report better each year?
Ask the same core questions every year so the report can show what changed, and add a few new questions on whatever your market is debating now. Kite keeps the previous edition's questions, data, and results in your team's knowledge base, so the next edition can compare year over year. It also uses the last launch's results, such as which findings drew the most attention, to suggest what to expand. For examples of report formats and templates, see White paper template, plus real research reports that earned leads Coming soon .
