Insights Process
A typical client engagement consist of the following steps:
- Initial Consultation. Clients express their needs, I capture key information about the scope and objectives for the engagement.
- Recommend Approach. I construct a project plan and present it back to the client. We make adjustments and align on the final project scope.
- Project Kickoff. Once we are ready, the project begins. I work with you to align on project materials and provide progress updates at key milestones.
- Unearth Insights. After data collection and cleaning is complete, I provide an early look at insights by delivering top line results for key metrics.
- Deliver Report. Packed with insights, valuable visuals, narrative driven slides, and recommendations, I deliver a report that summarizes the most important findings and strategic recommendations on next steps and action items.
- Share Findings. As your strategic thought partner, I present insights sessions or lead collaborative workshops to share the results with your core stakeholders in whatever way maximizes impact for you.
- Closing Connection. As we wrap the project, I connect with you to capture your feedback on the entire project. Additionally, I love to identify opportunities we could potentially partner together again in the future.
