̲app

OVERVIEW


Strategic Consulting for Consent, Preference, & Insight Management

̲app takes a comprehensive approach to develop a high-performance preference, consent, and insight strategy. We analyze your customers, communications, processes, and technology to ensure success and maximize results.









Our Strategic Consultants Set Us Apart

CONSULTANTS

Our Strategic Consultants Set Us Apart


̲app combines 23 years of strategic planning, customer research, and domain expertise to help organizations understand the foundational and transformational aspects of consent, preference, & insight management (zero-party data) that enhances customer experiences and increases engagement. 

When working with large complex organizations, we look at consent, preference, and insight management as both “Art and Science”- The “A” is honoring the consents, preferences, and insights of individual people by employing the right strategy, processes, and best practices, while the ٳԳ” is the purpose-built technology to do it at scale.


Current State


  • Don’t know where to begin
  • Inconsistent CX across brands
  • Customer has limited control
  • Risk of compliance fines & lawsuits
  • Global unsubscribes are eroding lists
  • Low engagement and adoption
  • Siloed data and systemsv
  • No internal stakeholder alignment

Future State


  • Access to strategic roadmap
  • Consistent CX across all touchpoints
  • Customers receive control and builds trust
  • Compliance built-in by design
  • Best practice opt-down strategy retains list
  • Best practice data collection drives adoption
  • Central system of record for zero-party data
  • Aligned program management & governance

STRATEGY 

Regulations Driven Consent Strategy Avoids Fines


Customers have lost confidence in how businesses use their data, protect their privacy, and conduct business communications. This has resulted in new global privacy regulations, data-deprecation, 3rd party data scarcity, the elimination of third-party cookies, & thus the urgent need to collect consent and preferences directly from prospects and customers.

Large companies doing business in multiple jurisdictions need a well thought out consent management strategy. Each geographic location is subject to unique state, federal, and international regulations. And when combined with a granular zero-party data collection strategy, consent is more likely to remain in-force.


Additionally, when a customer or prospect provides consent to any one business unit or division, that consent must be honored across the organization, which makes business rules and interoperability vital to success.

So, not only must user consent be collected, but it is also vital to ensure consent is collected at the right customer touchpoint, with the correct content, in the right language and locale. And all departments must know where it is stored, how to access it, and how to update it.




Regulations Driven Consent Strategy Avoids Fines


Transparency & Control Across the Customer Journey

Orchestrate Diagram


Preference Strategy Positions You Ahead of the Competition

STRATEGY 

Preference Strategy Positions You Ahead of the Competition


The digital world is changing rapidly. Customers expect personalized experiences, new global privacy regulations are expanding, third-party data is highly inaccurate, and third-party cookies are going away. That’s why every organization should be asking their customers to share their preferences, such as product interests, preferred channels, and desired frequency. However, to gain adoption, you must have a well-thought-out data collection strategy that builds trust and motivates customers to engage.



  • Unique to brand – No other competitor has the data or can buy it
  • Ultimate “source of truth” – Customers provide data directly and voluntarily
  • Relationship based – Customer’s trust leads to their willingness to share their data
  • Mutually beneficial – Customers receive value in exchange for data they share


PERSONALIZATION

Integrate Customer Insights Data for Enhanced Personalization


Customer insights data includes feedback, survey, & opinion data, that if harvested correctly, can provide even more insights into your customer base. Typically, this data is held in a vacuum – for instance, when people answer a survey, their answers are collected and consolidated for use in a summary report.

However, you have an opportunity to turn this type of feedback, survey, & opinion data (regardless of the platform used) into active profile information, managed and controlled by the customer.


Yet, the customer insights landscape is complex – from new technology, to emerging channels, and expanding customer awareness. And while it’s easy to feel overwhelmed, we can help you create a cohesive customer insights strategy that will position you for success.




Marketing Data Services


Our Professional Services and Strategic Consultants Set Us Apart

PROCESS

Our Engagement Process for Consent, Preference, & Insight Data Success


Our expert consultants work at the intersection of customer experience, marketing, technology, data integration, and regulatory compliance. They can architect a consent, preference, and insight strategy that both complies with regulations and transforms your CX, motivating prospects and customers to engage with your business, increasing customer retention and lifetime value. 



  • Analyze customer insights to understand expectations
  • Identify needed consent, preference, and insights attribute data
  • Review consent language for needed changes
  • Conduct preference management evaluation & gap analysis
  • Examine customer journeys to develop a data collection strategy
  • Develop consent strategy
  • Create roadmap and program management plan
  • Deploy phased recommendations
  • Launch internal communications and positioning


ANALYSIS

Ongoing Analysis Maintains Your Program Effectiveness


When your consent, preference, and insights management strategy is in place, our team can help you analyze its effectiveness to continue increasing campaign efficacy.

  • Competitive Research Analysis
  • Reporting & Analytics KPI Services
  • Organizational and Data Governance


Marketing Data Services


Have questions? Book 30-minutes with an experienced strategist

Getting started is just a click away