Frequently Asked Questions

Most internal teams focus on historical reporting—looking backward to explain what happened. We focus on predictive modeling and execution, identifying where future revenue is hiding and how to act on it.

Unlike high-level personas or broad market segments, our approach pinpoints individual customer-level insights, allowing you to group, trend, and analyze behaviors to show long-term strategic effects or short-term tactical moves.

🔹 What this means for you: You don’t get abstract personas—you get actual customer lists that reveal who drives the most value, where to invest, and how to act immediately.

Almost every company we work with believes their data is too messy or incomplete—yet in every case, we uncover high-value insights from what’s already available. Our process includes data scrubbing, validation, and structuring, ensuring we maximize the value of whatever data exists.

🔹 What this means for you: We handle the data —you get clean, actionable insights without the extra work. Even if your data is incomplete, we apply basic data scrubbing to refine and structure it for better analysis.

Our approach has been successfully applied across large enterprises and smaller portfolio companies, in both service and product industries, spanning manufacturing, retail, wholesale, and beyond.

🔹 What this means for you: This method isn't limited to one industry or business model—if your company has customer transaction data (B2B and/or DTC), we can analyze it to uncover hidden revenue opportunities.

⚠️ However, if your business does not have customer transaction data, this might not be the right solution for you.

Big 4 consulting firms charge $100K+ for similar work, often leaving companies with a report and no real execution plan. Our engagements start at $25K, with the goal of delivering 10x value back to you in measurable revenue growth.

🔹 What this means for you: You’re investing in results, not just analysis—with clear financial upside.

We deliver initial insights within weeks, not months. From there, we guide your team in making low-risk, high-impact adjustments that start generating results immediately, while tracking long-term impact over time.

🔹 What this means for you: Faster decisions, quicker execution, and tangible proof of value creation—before your next board meeting.

To fit the model and predict future revenue potential, we typically use about three years of settled customer transactional data.

🔹 A customer ID is required for each transaction.
🔹 Additional fields—such as order value, product category, or location—can enhance precision, but we’ll discuss what’s most valuable during our call.

Traditional segmentation groups customers into broad, static categories, and lifetime value (LTV) models often stop at past revenue projections. Our approach is dynamic and forward-looking—it tracks real customer movement over time and predicts future spending behavior at the individual level.

🔹 What this means for you: Instead of static personas, you get a living, evolving picture of how customer value shifts, letting you proactively adjust strategy in real time.

Yes! We have successfully applied our methodology to B2B and DTC companies alike, as long as there is customer transaction data available.

🔹 What this means for you: If your business has repeat customer interactions and transaction-level data, we can uncover high-value insights—regardless of whether your customers are individuals or businesses.

Not at all. We provide a prioritized, tactical roadmap so you can start with the highest-impact opportunities first. Many of our clients start by testing low-risk, quick-win adjustments before scaling broader initiatives.

🔹 What this means for you: You get fast, measurable improvements without overhauling your entire strategy all at once.

We don’t just deliver insights and walk away. We help implement findings, track impact, and ensure execution stays on track—so strategies don’t just live on paper.

🔹 What this means for you: You get support beyond the analysis phase, ensuring customer-driven insights translate into measurable results.

Rather than replacing your existing value creation plan, we enhance it by tying customer-driven growth directly to financial outcomes. Our insights help bridge gaps between deal diligence, portfolio execution, and exit strategy—so your customer strategy supports long-term value creation.

🔹 What this means for you: You get customer intelligence that aligns with your financial goals, ensuring your initiatives drive both short-term impact and long-term portfolio value.

Unlike traditional consultants who hand over a report and disappear, we ensure our findings translate into real results. Plus, because our methodology allows for low-risk testing, you can validate insights before committing to large-scale changes.

🔹 What this means for you: Minimal downside, high upside. You get measurable proof of impact before making major strategic moves.

Yes. While some clients engage with us for an initial deep dive, others retain us for ongoing strategic advisory and performance tracking. We provide flexibility based on your company’s needs.

🔹 What this means for you: You can choose the level of support that fits your current stage of growth and internal capabilities.

🔹 Step 1: Book a Customer Growth Insights Call
🔹 Step 2: We assess your portfolio company’s strengths, challenges, and readiness to act on insights.
🔹 Step 3: We create a tailored, action-driven roadmap to unlock measurable growth.

Let’s start the conversation. Book your call today.