Finding the right customers at the right time

customer intelligence image

A half day workshop for teams wanting to use intelligence about customers and competitors to drive growth.   This might include:

  • Information about new prospects;
  • Sales opportunities to existing customers;
  • Signs of an emerging competitor threat;
  • Indicators of a switch in customer sentiment.

Workshop purpose:

To show management teams how to use data from different channels e.g. website, Google, Facebook, emails, to develop intelligence about the customer and the market.

To guide the team through developing a plan for additional customer and market intelligence  –  completing as many steps as possible within the bounds of the workshop – and demonstrating how to complete any steps remaining.

Programme outline:

Introduction to the Intelligence Planning Framework.

The importance of forming the questions that intelligence needs to answer.

How envisioning the answers helps define the data and the processes required.

Methods for accessing and extracting the right data – e.g. from websites, Google, Facebook, and emails.

The options for combining and exploring data for the answers.

Pre workshop diagnostics:

Business managers will be invited to complete a diagnostic survey that will aid the design of the workshop.  This will capture learning objectives, initiatives already underway, and areas of critical importance for the business.

Post workshop mentoring:

Delegates will receive free on-line mentoring support for one week following the workshop in order to complete the customer intelligence plan.


For a half day workshop:  £360 plus VAT.

This price may vary depending upon the length of the workshop and whether there are specific requirements that need to be met.

The workshop can be presented in-person or on-line.  If in-person, travel and subsistence costs may be incurred.

If on-going mentoring support is required beyond the week following the workshop, this will be charged on an hourly basis.

To enquire about or to book this workshop please:

Call us on:    0333 301 0302

Or email us at:

Or complete the form below and click the button.

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