Customer Insight Toolkit

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Facilitate collaboration and enhance communication between Engineering, Marketing and Operations to ensure your organization understands the vision and direction for each technology, provides input on product strategy and gathers Customer Insights.

More Uses of the Customer Insight Toolkit:

  • Provide expertise, coaching and training to brands on how to effectively gather quantitative data and identify relevant Customer Insights.

  • Evaluate: audit and ensure all touchpoints are on brand, work closely with design leads, business partners, and Program Managers to develop creative content.

  • Develop robust framework and advanced analytic methodologies to support your clients business goals and Customer Insight needs.

  • Ensure you are able to dive into performance data to infer a Customer Insight, and you are able to write a quick headline in a pinch.

  • Establish that your project builds and leads the development and execution of marketing strategies, tactics and campaigns that drive the assets you commercial objectives, supporting in market Business Management.

  • Pilot: tap into Customer Insights and Competitive intelligence to inform the go to market strategy and over time, improve adoption tactics.

  • Refine (or build) brand positioning for each business informed by collecting Customer Insights and feedback, and by assessing market and competitive dynamics.

  • Collaborate cross functionally with sales, marketing, and Customer Success to gain market, competitive, and Customer Insights and translate that into outcomes that drive unique Value Proposition, differentiation, and market share growth.

  • Establish: proactively identify additional learnings needed to deliver deep Customer Insights that the data displays a thorough picture of the environment.

  • Ensure you compile; lead the utilization of Customer Analytics, profiling, segmentation, user persona development, and other analytical techniques to drive significant gains around Customer Insights, retention and loyalty.

  • Create and execute monthly/quarterly Marketing Plans, determining how to most effectively leverage the budget, team, and resources for maximized brand awareness and membership generation.

  • Manage the activities of the staff according to overall marketing strategies and budgets; through motivation and maintaining high level of individual / team performance.

  • Head: work effectively interdepartmental with marketing, operations, and engineering, to negotiate and influence customer improvements.

  • Manage the long term roadmap for 3D printed Product Architectures using Customer Insights; provide sales forecast to operations to facilitate component planning.

  • Create a culture and processes which achieve goals and objectives of your organization with respect to Customer Service.

  • Govern: research, set up, and manage internal and external systems to track ROI, Customer Insight, and other business opportunities.

  • Drive a compelling customer centric, Data Driven point of view to help clients better leverage Customer Insights across functions and channels.

  • Manage Visual Design skills that yields work that translates a Customer Insight into a compelling Visual Design that inspires action.

  • Drive Operational Excellence, while maintaining sufficient controls and assessing and mitigating operational risks.

  • Systematize: actively working to solicit Customer Insight, feedback and learning to develop project processes and ways of working to provide a first choice service.

  • Manage knowledge and application of business planning and leadership principles as Data Analysis, Goal setting, action plans, monitoring tools to develop and implement business plans.

  • Disseminate key corporate information to the line of business or geography operations pertaining to New Product Development/launches.

  • Ensure that Customer Insights are disseminated and deeply understood by Key Stakeholders throughout your organization.

  • Be accountable for interfacing with your Product Operations team, helping to draw insights from Customer Feedback to improve your product.

  • Guide: direct marketing resources and budget to be deployed using the most appropriate marketing mix for the line of business or geography.

  • Be the key leader in Customer Insights management team, supporting the integration of efforts in Customer Analytics, Customer Research, Competitive intelligence, Program Analytics, Advanced Analytics and Marketing Planning.

  • Improve segmentation strategies through extensive Customer Insights analysis, capturing migration across segmentation to inform future strategies.

  • Be accountable for working across several aspects of marketing from Digital Marketing to branding and positioning, growth strategy, Go to Market strategy, and Customer Insights development.

  • Formulate: partner with client success managers and develop Customer Insight applications to capture key market feedback relevant to key solutions.

  • Collaborate with analytics teams to provide Customer Insight and data requirements for analytics projects, development of predictive models and rules based Customer Engagement.


Save time, empower your teams and effectively upgrade your processes with access to this practical Customer Insight Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Customer Insight related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Customer Insight specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Customer Insight Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Customer Insight improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How will you measure success?

  2. Is supporting Customer Insight documentation required?

  3. Are the Customer Insight requirements complete?

  4. When should a process be art not science?

  5. Is the scope clearly documented?

  6. What other organizational variables, as reward systems or communication systems, affect the performance of this Customer Insight process?

  7. What is your organizations process which leads to recognition of value generation?

  8. Is there a Customer Insight Communication plan covering who needs to get what information when?

  9. Identify an operational issue in your organization, for example, could a particular task be done more quickly or more efficiently by Customer Insight?

  10. What is your BATNA (best alternative to a negotiated agreement)?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Customer Insight book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Customer Insight self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Customer Insight Self-Assessment and Scorecard you will develop a clear picture of which Customer Insight areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Customer Insight Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Customer Insight projects with the 62 implementation resources:

  • 62 step-by-step Customer Insight Project Management Form Templates covering over 1500 Customer Insight project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Customer Insight project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Customer Insight project team have enough people to execute the Customer Insight project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Customer Insight project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Customer Insight Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Customer Insight project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Customer Insight project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Customer Insight project with this in-depth Customer Insight Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer Insight projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Customer Insight and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Customer Insight investments work better.

This Customer Insight All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.