Types of engagement:
Corporate Training and Seminars /
Consultative Services

Corporate Training and Seminars
As a professional Shopper Insights and Shopper Marketing speaker I have presented seminars and training sessions on an array of topics. The partial list that follows includes a variety of subject matter that frequently present; custom developed programs may be crafted as well. Each program that I deliver is tailored to the specific needs of the organization that I present to. Content and length of the session are built around the degree to which the audience has current knowledge of the subject matter, audience size and profile of attendees and the need or desire for an in-depth immersion with a hands-on, interactive workshop format. These sessions vary in length from one hour to full day and all are conducted in-person; shorter sessions may be delivered via webinar or videoconference, if desired.

• The Role of Shopper Marketing and Shopper Insights in Merchandising Today
• Basic Shopper Marketing and Shopper Insights Terminology, Trends and Applications You Need to Know
• Research Techniques Utilized for Shopper Insights/Key Tools to Understand
• Insights Needed to Guide Strategy – Where to Find Them and How to Use Them
• The Shopper In-Store – Global Insights That You Can Use Every Day
• How to Develop an Effective Design Brief for Merchandising Design
• Integrating Insights into the Merchandising Design Process
• Seven Steps for Linking Shopper Insights to Strategy Development
• Excellence in Shopper Insights and Analytics – Building Your Process
• Collaboration at Retail – Getting and Keeping the Brand, Retailer and Agency on the Same Page
• Creating a WOW In-Store Program by Leveraging Shopper Touchpoints
• Shopper Insights to Guide Category Management and Point-of-Sale Marketing
• Retail Success Through Collaboration and Integration
• What You Don’t Know About Measurement Will Hurt You – How to Predict In-Store Success and Failure
• Who is Your Shopper? Understanding the Target and Speaking to them in Relevant
• Terms through Merchandising Design, Messaging and Placement

Consultative Services
As a shopper marketing strategist I work closely with clients in a consultative role to build their internal shopper insights and shopper marketing competencies, drive thought leadership and generate positive ROI through innovative and strategic applications of shopper intelligence to marketing-at-retail. All of my client relationships are immersive and collaborative as I engage regularly with key stakeholders throughout each initiative, ultimately transferring skills, knowledge and competencies to the client. Clients may engage me in two ways for a consultative arrangement. The first is a retainer-based contract and the second is project-specific work.

Retainers
Typically, my retainer arrangements allow me to establish a platform of ongoing engagement whereby I provide support and council for over a specific stated period of time (i.e. 3 months, 6 months, 1 year). More specifically, my retainer clients regularly call on my expertise for:

• Integration of insights into merchandising design projects
• Guidance on strategic and tactical activation of insights
• Ongoing “at your fingertips” resource for shopper insights intelligence
• Prep support for sell-ins, client meetings and engagements
• Strategic input for new business development
• Providing research recommendations
• Functioning as an extension of a shopper research or shopper marketing department

Project-Specific and Long-Term Development Assignments
This separate arrangement entails my engagement for specifically defined ad hoc and specialty projects and programs such as, but not limited to:

• Generating shopper and retail insights for specific merchandising initiatives
• Guidance on strategic and tactical activation of insights
• Building out an insights integration and activation process
• Design and development of proprietary research tools
• Development of an insights repository/research library
• Writing white papers on industry related topics relevant to client’s business
• Extensive data mining of client-supplied research
• Primary research review and gap analysis
• Design, execution, analysis and presentation of primary shopper research programs including in-store, on-line and central location testing methodologies
• POP audits and retail exploratory