Our advisors apply insights gathered from patterns in data and human behavior to develop holistic strategy.
Analysis
Data collection, data analysis, and predictive analytics are the foundation for system improvement and goal-setting. We evaluate your customer experience and both numerical and categorical data sources to inform forecasting and improve efficiency.
- Qualitative analysis: Organize, process, and analyze data to create actionable insights about customers and donors from interviews, focus groups, surveys, emails, customer feedback, customer service tickets, observation notes, and phone calls.
- Quantitative analysis: Employ business intelligence (BI) methodologies to interpret, optimize, and predict within a business or organization, in the form of metrics, KPIs, reports, and dashboards.
- Competitive analysis, market analysis, feasibility studies, risk management, growth challenges, goal-setting
Technology
We prioritize accessibility and user experience in our internal and external technology and online solutions. We set up, organize, and manage integrated, cost-conscious technology frameworks that run your frontend and backend systems in concert with customer journeys and staff processes.
- Customer Relationship Management (CRM): Systems administration, setup, and integration for automation, email / list-building, inventory, and other types of customer management platforms.
- UX and websites: Design and development, including wireframing, customer journey mapping, content development, landing / sales pages, trackers, search engine optimization, and accessibility, integrated with third-party platforms and services.
- Custom dashboards: Derived from quantitative analysis, custom dashboards monitor specific metrics.
- Platform research, mobile / chat messaging, knowledgebases and ticketing systems
Creative
Brand strategy begins with a conversation that leads to bold messaging and powerful visuals. Our process leads your team from a logo and a sales sheet to a brand story that empowers your mission.
- Verbal: Messaging, taglines, vision and purpose, verbal style / voice, content editing
- Visual: Logo and visual systems, brand guides, website design, print and trade show collateral design, stationery, templates design, presentation / slidedeck design, report design
- Communications strategy: persona development, audience segmentation, communications channel selection, market analysis, competitive analysis, reports and dashboards
- Brand audit, crisis communications, brand architecture, email marketing, market differentiation, lead nurturing, positioning
People
Data analysis and brand strategy don't round out an organization's goals or needs. Engaging and activating the people—customers, customer service, salespeople, account managers, leadership—earns buy-in and greater success. Our relationships with our clients go beyond deliverables, humanizing our work and making it accessible to all.
- Staff training: We provide instruction and guidance at whatever level necessary to engage the teams with whom we work. Be it video tutorials, weekly project management check-ins, or a knowledgebase, we provide the level of support our clients need.
- Leadership mentoring: We’re not territorial about our knowledge. We have built longstanding, agile mentorships to help managers and team leaders gain the skills they want to better understand the systems and processes we recommend and build.
- Project management: We’re on hand to act as team leaders to facilitate new SOPs or system implementations.
- Sales strategy: We guide teams on pitches and proposals, lead nurturing, scripts, and any other form of outward-facing client relations that support brand and analytical insights.
- Internal communications strategy, productivity and efficiency improvements, process improvements
Speaking
Our consultants are available for speaking opportunities, including networking groups and trade shows. We are open to interviews for podcasts, blogs and news sites, networking entities, and others.
Topics
- Risk-taking and nonconformity
- Survival as a conscious, empathic professional
- Conflict resolution: customers, clients, staff
- Resolving growth and development challenges
- Limitations we cause ourselves and how to overcome them