We can all agree we want a clear path to revenue. 

I offer AI-Enabled Fractional Consulting Services for CEOs, CROs or PE Firms who want to anticipate revenue for each customer and then measure the impact of their programs.

Run Faster. Be Smarter.

“I’ve followed Allison’s career for more than a decade, and her relentless focus on helping companies discover the value of their customers has been remarkable. ”
— Joe Megibow, Casper CEO
“Allison’s Customer Equity AI algorithms supported our value creation efforts in Private Equity. She applied her methodology to locate many millions in operational savings at the portfolio level.”
— Tim Tracy, EY Americas PE Leader

Special Holiday Offer

$25,000 Savings Limited Time Offer

The 80% off deal is gone and exciting results are rolling in. I have a new 50% off holiday offer for only three companies. Could you be one?

Are you a CEO thinking about boosting your value prior to an exit? Are you a Private Equity firm that wants a clear picture of growth to unlock? Are you a senior executive who needs a metric to prove the value of your programs?

  • Do you have 3 years of B2B or DTC transactional data?

  • Do you have customer names and/or IDs connected to transactions?

  • Do you have what was purchased? (i.e. product name)

  • Do you have the date of the purchase?

  • Do you have the amount of the purchase?

  • If yes, then you could qualify!

 

Delivery #1 The Baseline

1. Video orientation where I explain Customer Equity principles

2. Secure customer data loading area

3. Pre-run data scrubbing done for you, approved by you

4. Customer prediction individually labeled: high, medium, low value

5. Customer prediction, individually labeled: trend up, trend down, stable

6. Customer equity total value of your customers (baseline)

7. Summary of customer base (values plus new, churn) by count and expected revenue

8. Alignment to go-get management revenue projection/gap

9. PowerPoint analysis and recorded 30 min presentation

10. Importable Excel file with all customer data classified

Delivery #2 What Drives Growth for your Customers

1. A 1:1 personal meeting with executives to discuss the business (1 hour)

2. Products and product gateways recommended for customer growth 

3. Geographic DMAs to target for customer growth

4. Additional factors in database aligned to customer growth (i.e. discounting, loyalty card, product subcategories)

5. Alignment of advertising budget to revenue projection/gap

6. Guidance on experimentation and target list

7. PowerPoint analysis and presentation of findings (+30 min)

8. Comparison to baseline (value creation measured)

Direct quote from a B2B customer who took advantage of my first offer

“I was impressed with how far you've come along this fast. The insights ... I wasn't expecting them this fast. I think that everyone on the call was impressed with how clearly you read the data, and how this matches what we believe about our business. The Customer Equity technique is a different, very powerful way to look at it.”