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Essential Documentation:
Latest brand health tracker and funnel metrics
Current and previous year's business/brand plan
Financial results and targets (past year and upcoming)
Market segmentation and competitive analysis
Examples of recent customer initiatives
Key People:
Decision makers who can drive change
Team members from customer-facing roles
Someone who understands your data/analytics
Most Important:
An open mind to challenge assumptions
Authority to implement changes
Commitment to act on insights
Part of the Diagnosis Track:
This foundational session ensures your team is prepared to take on follow-up workshops in the Diagnosis Track. Together, these workshops build a comprehensive understanding of your audience to drive strategic focus, positioning, and marketing effectiveness.
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You'll Walk Away With:
An honest assessment of your current customer centricity
Clear view of gaps between perception and reality
Practical tools to gather meaningful customer insights
Strategic framework for customer-led decision making
Action plan to align your organization around customer needs
This Workshop Isn't:
A validation of existing assumptions
Just another customer satisfaction exercise
A superficial review of NPS scores
A quick fix for misaligned strategy
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One full day for the workshop
Additional time needed afterward to implement what you learn
Possible need for extra research or data collection
Team involvement required for successful implementation
Your Investment Beyond the Workshop:
Time to gather and organize customer data
Resources for additional research if needed
Team meetings to implement what you learn
Possible technology or tools updates
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This Workshop is Right for You If:
You have basic customer data but need help making sense of it
Your team is ready to spend time on implementation
You're planning your yearly strategy
Different departments need to work better together using customer insights
This Workshop May Not Be Right for You If:
You don't have any customer data yet
You need immediate results without follow-up work
You're looking for a complete end-to-end solution
Your team doesn't have time for implementation
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Audit Your Customer Data: Learn how to evaluate the quality, relevance, and timing of your current data to ensure it supports confident decision-making.
Bridge Data Gaps: Identify missing insights and create a plan to close gaps in customer understanding.
Distill Actionable Insights: Focus on what can be applied immediately to inform next year’s strategies and objectives.
Connect Data to Strategic Goals: Align customer insights with the broader marketing and sales funnel, ensuring seamless integration into your annual and long-term plans.
Build Cross-Team Alignment: Establish a shared understanding of your customers across teams to reduce misalignment during planning cycles.