CME 001: Customer Intelligence and Insights Generation

There has never been a more critical need for game-changing insights that can help a business find industry-leading growth.

This learning workshop helps business teams understand how to generate deep insights that can have a profound impact on their business. It provides a step-by-step approach on how to gather relevant customer (consumer in B2C businesses) intelligence and generate actionable insights. It provides guidance on what customer intelligence constitutes, how to do a customer diagnosis, how to generate insights and how to use the knowledge and insights to gain competitive advantage. Participants are introduced to relevant research concepts and armed with a detailed “how to” process that comes with on-the-job tools. The class-room training is heavily supplemented with team-based application on real-life case studies.

  • Objectives
  • Outcomes
  • Who should attend
  • Why this course is unique
  • Sample
  • What is customer (consumer in B2C businesses) intelligence, how is it used and why is it important?
  • What are the component parts of a customer intelligence analysis and what business questions can they address?
  • What is an I-Wish-Knew and why is it important?
  • How to identify knowledge gaps and develop I-Wish-I-Knew’s?
  • How to prioritize IWIKs and generate a learning plan?
  • How to write an effective research brief?
  • How to evaluate a research design?
  • What are the research options available in doing a customer intelligence study?
  • How to conduct the research and collect the data in a customer intelligence study?
  • How to do a customer intelligence analysis and generate an actionable knowledge base?
  • What is the definition of an insight and why is it important?
  • What is the hierarchy of needs and how to develop one?
  • How to generate insights using the 6 connect tools?
  • How to identify the implications and action requirements based on customer intelligence and insights?
  • Customer (consumer in B2C businesses) Intelligence & insight concepts and process covered in the instructional material.
  • On-the-job tools provided in the handbook.
  • Workshop Formats (agenda, suggested participants, key tasks, tools and instructions, desired output) to do the process steps within their business.
  • Experience in applying the concepts and tools on real-life case studies with sufficient confidence to apply it in their business.
  • Development of research brief for collecting customer intelligence for their business.
  • Product Managers
  • Marketing/Brand Managers
  • Sales/Commercial Leaders
  • Product Development
  • Business/Customer (Consumer in B2C businesses) Research
  • We will customize the course content for the unique challenges and context in your business.
  • We simplify and reduce the complex and large field of customer/consumer intelligence to its essence.
  • You will benefit by creating a common but company-specific language around customer intelligence and insights for team alignment.
  • We help teams understand how to convert intelligence into insights that can drive growth in their business and help them win in the marketplace.
  • We arm teams with proven insights-generation tools that they can deploy.
  • Fees and Course Length

    $750/participant with a minimum class size of 25 participants. This fee structure assumes modest customization in emphasis and language. If your needs require substantial customization, we will provide a separate fee.

    Course Length: 1 day

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