Areas of Specialty
SEGMENTATION
Our segmentation tool informs marketing activities and fuels higher performance across your business.
FLOW OF FUNDS
Monitor the flow of funds into, out of and within a customer relationship. Quickly measure results of your activities.
CUSTOMER PERSONAS
We can help you improve your organization’s focus on customers by developing compelling personas.
SALES ACCELERATION
Our approach unleashes the talent within your staff members. Appointments, referrals and sales will skyrocket.
STRATEGIC EXPANSION
We’ll identify market and segment expansion opportunities and guide you to effectively capture both.
FORECASTING
Leverage powerful product and channel drivers to generate hyper-accurate product and revenue forecasts.
Advisors
Bob Dorn
Principal
Bob Dorn creates insight from customer data to advise firms on propensity to buy, funds flow, customer value, intelligent pricing and distribution optimization.
Significant Projects
