Project Design & Customer Engagement Strategy Strategic question formulations and interview framework development Customer selection based on strategic value and relationship strength Interview guide customization for each customer relationship Discovery interviews of associates in key customer-facing role

Customer Interview Execution 5-7 professionally facilitated 45-60 minute strategic customer interviews Expert interview facilitation ensuring candid strategic feedback Real time documentation and insight capture

Analysis & Strategic Recommendations Thematic analysis identifying patterns and strategic implications Customer-by-customer insight documentation Strategic recommendations with specific implementation actions Executive presentation and strategic planning session

A focused customer intelligence gathering initiative targeting 5-7 key customers on specific strategic questions. Leverages Congruity’s exceptional customer interview and relationship management capabilities to deliver actionable insights for critical business decisions.

Expected Commitment: 6-8 Weeks

Qualifying Criteria

Specific strategic decision pending within next 6 months
Existing strong relationships with 5-7 customers willing to participate in strategic dialogue
Recognition that internal customer conversations haven’t provided needed strategic clarity
Budget authority for strategic customer intelligences

Decision-Maker Profile

CEO, President, or Chief Strategy Officer

Has specific strategic questions requiring customer validation

Values professional facilitation for sensitive strategic conversations

Understands that customers share different insights with external experts

Best For

$25M+ annual revenue with established customer relationships
Facing specific strategic decisions where customer input is valuable
Strong existing relationships with 5-7 key customers willing to participate
Leadership team recognizing value of professional customer engagement

Expected Outcomes

Strategic Validation – Customer perspective on specific strategic decisions or market direction

Revenue Insights – Customer feedback of pricing, product development, or market expansion

Implementation Roadmap – Specific next steps based on systematic customer feedback

Competitive Intelligence – Customer view of competitive landscape and positioning

Relationship Strengthening – Enhanced relationships with key customers through strategic engagement

Components

Weeks 1-2

Project Design & Customer Engagement Strategy

Strategic question formulations and interview framework development
Customer selection based on strategic value and relationship strength
Interview guide customization for each customer relationship
Discovery interviews of associates in key customer-facing role

Weeks 3-6

Customer Interview Execution

5-7 professionally facilitated 45-60 minute strategic customer interviews
Expert interview facilitation ensuring candid strategic feedback
Real time documentation and insight capture

Weeks 7-8

Analysis & Strategic Recommendations

Thematic analysis identifying patterns and strategic implications
Customer-by-customer insight documentation
Strategic recommendations with specific implementation actions
Executive presentation and strategic planning session

The Customer Truth Report