Engagement Planning


CUSTOMER EXPERIENCE DESIGN
Cultivate customer relationships you love
Customer experience design begins with interviewing your team and customers to learn what matters to each at different stages of your relationship. This tells us how those relationships are doing today and provides a foundation upon which to deepen each. This roadmap also includes measurable experience standards, key messages, natural outcomes and communications workflows as well as experiential and practical benchmarks to ensure that every touchpoint, down to the tiniest customer interaction, works to deepen your relationships and rapport.


SALES PROCESS DESIGN
Change your relationship with sales
Conventional sales tactics aren’t as effective in a digital world. Customers simply don’t move through the purchase cycle in a linear fashion. Instead, we look for conversations that naturally form around your brand, your products and your customers’ needs. By determining which dialogues are the most important at different stages of your relationship, we can create targeted relevance. We can also discover when a customer is more likely to come to you and when it’s best for you to engage them proactively by gently triggering their curiosity.


CAMPAIGN ARCHITECTURE
Evolve your campaigns to spark connectivity
Marketing campaigns are typically created to elicit a short-term action — sell more product, move stagnant inventory, get someone to do something. This is great for now but does little to impact the long-term. We help you establish a more balanced approach by looking at the business results you want to achieve, considering your customer segments and the various stages of your relationship with each, and learning when and how to spark a connection at just the right time to engage both current and future customers, how to evolve a dialogue and when a promotional offer is appropriate.


MANAGE BUSINESS EXPECTATIONS
Achieve faster growth by slowing down
Business is quite mechanical. To thrive, or even just keep your doors open, you depend on certain outcomes. Knowing this, it becomes easy to justify cutting corners or rushing a customer relationship that hasn’t yet taken root. But the cost of rushing ahead has far greater implications than we realize. No business is sustainable if it doesn’t constantly nourish the relationships it grows. We know you juggle many balls, as your partner we see it as our job to care for the details of every customer interaction, setting clear expectations for the scope of our work together.
FAQ'S
What type of experience do you bring to my research needs? + -
We bring a wealth of experience from working with global and boutique data providers, data scientists and companies of all sizes. We are adept at navigating complex and challenging scenarios. In fact, our specialty is formulating and executing data strategy. We identify what information is required to execute different aspects of your vision, where this information comes from, and how it comes together. Identifying the right questions to ask creates a pathway to uncovering the answers you seek.
ButtonWhat kind of investment might I expect for this research? + -
A good range to keep in mind when budgeting for your research investment is between $5,000 to $20,000. Every project is unique, of course. However, no matter the scope of the research, we prioritize your projects, ask narrowing questions and keep an eye on your budget. We find that formulating answers organically and acquiring the right data along the way is not only efficient but more actionable.
ButtonIs there a norm for the range of results I can expect? + -
The goal for every research project is to alleviate assumptions so you may achieve clarity of purpose. Yet, the range of data available varies in terms of quality and is somewhat dependent on the questions we ask. Regardless, our commitment to you is honesty at any personal cost. We are transparent concerning the information upon which we base our conclusions, its sources, and the probable impacts on your business. No matter what the assignment, visual artifacts are provided for every research project we undertake on your behalf.
ButtonLET'S GROW TOGETHER
Finding the right partner shouldn't be difficult
Your business is like an intricate garden. When it's nurtured from the inside out, not only does it grow but you do too!
Other Services
Everything we do is rooted in a few simple truths we’ve come to know along the way — some of them as far back as childhood.

Research & Insight
Understanding your audience intimately is the key to marketing that resonates. Find out who your ideal customers are and how to support them to make empowered decisions.


Website Development
Create a website that acts as a connectivity engine between your business and your customers — one that authentically matches your goals with their needs.
