Timeline 4–5 weeks

Scope One product area or cross-functional team

Format Embedded leadership + alignment sessions + hands-on implementation

Outcome Shared customer model + working insights process integrated into decision-making

What problems this solves

Insight Lives in Decks

Research exists but isn’t referenced in roadmap decisions

Recycled Debates

Teams re-argue the same customer questions each cycle

Discovery–Delivery Gap

Discovery feels disconnected from execution

Overloaded PMs & Designers

Leaders struggle to justify tradeoffs with evidence

Research Bottlenecks

Customer input depends on one person or team

Scaling Complexity

As teams grow, customer context becomes harder to maintain

What I do

1

Current state diagnosis of how customer understanding is referenced by your team
2

Stakeholder alignment with PMs, designers, and researchers on who the customer is and what drives decisions
3

Process flow for capturing and accessing ongoing customer context
4

Hands-on implementation in your existing tools and workflows, so it's used, not shelved
5

Team training so you own the process after I leave

What you get

Shared customer model your team actually uses (not theoretical personas)
Decision checkpoints where customer context is continously referenced
Clear standards for "good enough insight" at each decision stage to keep progress moving
Lightweight insight workflow embedded in your existing planning cycles
Team ownership and accountability for maintaining continuous customer insight

Scope

This Is

Fractional leadership embedded for 4-5 weeks to build working systems
A practical operating model designed to reduce strategic drift
Built to work within your current product cadence, not slow it down

This Is Not

A standalone research project or usability study
Persona creation for its own sake
A heavy documentation overhaul or new tool implementation
A replacement for your research team

Typical Engagement

Week 1-2 Clarify & Align

Week 3 Insight System Blueprint

Week 4-5 Embed & Operationalize

Investment

$25K–$35K

4–5 weeks of senior embedded leadership to clarify your customer model and build a working insight process your team can sustain.

Pricing is confirmed during a short scoping call.

Customer Insight System