the first phase of the process often includes...

• marketplace and competitor assessment

• market alignment of current products and services

• customer account assessment

• understanding customer DNA

• brand, website and social media assessment

• marketing effectiveness and ROI


this is frequently accomplished via...


• review of internal data and past research

• internal stakeholder interviews

• market research planning and coordination

• in-depth marketplace interviewing

• data distillation

• insight discovery


and, this phase typically delivers...


• clear quantitative and qualitative summaries

• creative conceptual frameworks

• logical storytelling as a foundation for strategic adjustments

• compelling presentations for staff, management, Boards