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N.B. CUSTOMERIT
TM
Audit
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Structure
Activation
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About
Services
N.B. CUSTOMERIT
TM
Audit
Strategy
Structure
Activation
N.B. INSIGHTS
People
Experience
Careers
Contact us
The Customerit
TM
Growth System: Audit
Audit
12 weeks, 4 workshops, fortnightly meetings
OPERATING MARKET
Detailed exploration of market size, structure & competition with critical insights and drivers
CUSTOMERS & STAKEHOLDERS
Analysis of existing research and building insights plan to close additional knowledge gaps
BUSINESS STRATEGY
Understanding of the business strategy
Validation against market and customer analysis
Financial review by product, customer, segments, categories, regions
PEOPLE & CAPABILITY
A clear documentation of current business capability
Identify + align fit-for-purpose marketing structures with market and business needs
Review roles currently in place vs. roles needed
PRODUCT
Portfolio analysis of entire range
New Product Development planning and process analysis
Go-to-market analysis
SERVICE
Extract all service elements and service proposition
Review customer needs
Analyse Net Promoter Score and service data
CURRENT MARKETING
Audit current marketing activities such as brand positioning guidelines, communications, channels, CRM, websites, digital, PR, personal selling
PLATFORMS & PROCESSES
Review tech stack ERP, CRM and marketing automation tools
Audit systems and opportunities for optimisation, as well as current processes and performance metrics
This is a process of analysis
This is a detailed process. The series of 4 workshops over a 12 week period includes the entire leadership team
Clients must be committed to contribute and spend time on this
Together we interrogate these areas like never before to form a solid foundation to building a high performing marketing function
Client provides detailed information in advance of workshops for bespoke sessions to be created
Using the N.B. Strategy Toolkits, clients and strategists work through each chapter to extract points of importance
Outcomes
Documented
business information
and extraction of what’s important
Gap analysis
of knowledge, requirements and research brief to undertake customer insights
Quick wins
that can be actioned immediately
The starting point to inform
strategic decision making
and future growth plans to move to the strategy stage
OUR OTHER CUSTOMERIT
TM
MODULES
Strategy
Structure
Activation