Customer Insights Packages 

The experiences and results your clients are having (and have had) with your products, services, or programs is an absolute goldmine for your business — and the best way to tackle your biggest business challenges, including customer acquisition and retention.

In fact, your past and current customers could — and should — be strategic partners that aid and inform your business growth.

Yet so many businesses don’t come close to tapping the amazing insights and opportunities that are sitting right inside their customers’ heads!

 

Gathering and leveraging consistent and strategic customer insights
is so powerful because you:

  • Learn exactly what your customers value and appreciate most about your product, service, or program (you’ll definitely be surprised!) 
  • Identify opportunities for product improvement/enhancement and client retention
  • Uncover new markets or audiences for your offers 
  • Discover client results and experiences you can leverage in your sales process and retention efforts
  • Understand how to tweak (or completely transform) your messaging to better resonate with what your prospects truly care about
  • Pinpoint exactly what differentiates you from your competition

Fortuantely, opening up this invaluable line of communication with your customers doesn’t have to be a huge, expensive lift.

In fact, it can be zero lift and 100% reward — thanks to the following Customer Insights Packages.

Customer Insights Packages

Finally unlock the key(s) to solving your most pressing business challenges by getting feedback and insights directly from your clients without doing any of the leg work yourself.

Customer Insights
Starter Package

This package is available in 3, 6, and 12 month increments and includes:

Four 30-minute Customer Insights Interviews each month

One 60-minute Strategic Insights Call each month where I walk you through the insights I’ve uncovered from your customers

A customized Insights + Opportunities Report that outlines how to action your customer insights for improved customer acquisition and retention

Investment: $2,500 per month

Customer Insights
Leverage Package

This package is available in 3, 6, and 12 month increments and includes:

Four 30-minute Customer Insights Interviews each month

One 60-minute Strategic Insights Call each month where I walk you through the insights I’ve uncovered from your customers

A customized Insights + Opportunities Report that outlines how to action your customer insights for improved customer acquisition and retention

Two one-page case studies each month, strategically selected to support your sales and retention goals

Implementation support to ensure your insights, opportunities, and case studies get implemented inside your business

Investment: $5,000 per month

Testimonial

“Like a lot of businesses, we were experiencing a retention challenge. We hired Dana to be our undercover consultant for retention, and what was surprising to me was how quickly we saw results directly from Dana’s work.

Within three quarters of working with her, we had the best retention we’ve ever had in all the years we’ve been in business — by a huge percentage. That result came immediately after implementing some of the ideas that Dana shared with me on our strategic insights calls. It feels good that we’re putting our best foot forward, and that the smallest tweaks and changes can result in hundreds of thousands of dollars in retention revenue.

I’m very selective in the consultants that I work with, and working with Dana was a 10 out of 10. The results were a lot bigger and farther reaching than I ever imagined possible. She was the secret weapon of 2024 for my company.”

Erin Halper
Founder and CEO
The Upside

If you’re ready to gain and retain more customers and truly understand where the value — and opportunities — lie in your business, the Customer Insights Packages were created for you.