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Step 1: Data Deep Dive

We identify all the places where relevant and useful data is locked within silos throughout your organization and bring our customer-centric approach to a deep-dive analysis of all of your historical sales and marketing data performance.

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Step 2: Data Modeling

We then build a new data model based on a collection of common customer attributes and segment them into logical groups most important to your business.

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Step 3: Data Enrichment

We map your historical sales data against your personas to determine the real (sometimes hidden) monetary value of each. This provides both marketing and sales with a highly focused list of high-value targets to develop an integrated customer acquisition and retention program.

See Customer One for more information.

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Step 4: Data Gap Analysis

We identify gaps in data and data quality and develop a strategy to solve the problem.

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Step 5: Data Alignment

We share our findings with your leadership team and help align sales and marketing with the customer goals identified in the new data model.

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Step 6: Data Run

We ingest all your raw data where it lives in your various systems and begin to model it out—using key customer attributes and KPIs to power our analysis.

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Step 7: Data Readout

We present our findings and help you prioritize your sales and marketing spend on the target segments most likely to fuel your company’s success.